VANESE STRAUGHTER

• Advised customers on bank products and services
• Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
• Conducted one-on-one meetings with customers to review current accounts and discuss future financial goals.
• Modified, opened and closed accounts
• Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
• Adhered to bank and legal guidelines for reporting approvals and money handling.

Acted as main point of contact in matters relating to client concerns and needs. Also help guide in self-service options. Delivered fast, friendly and knowledgeable service for routine questions and service complaints. Assisted customers with making payments or establishing payment plans to bring accounts current as well as reordering replacement cards.

Build strong client relationships that are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information. Educating clients on available loan products and services and recommending loan solutions based on each customer’s unique goals and needs. Also responsible for originating, collecting & uploading required documentation, closing consumer loans, opening accounts, and opening and/or closing the branch.

Extremely focused on sales and service. Advised customers on bank products, services and financial planning options. Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions. Established new customer lines of credit and loans. Organized loan files and updated databases with required documentation

Focusing on sales and service, Open accounts, handle teller transactions, inform customers of other products and services that meet their needs, and solve customer questions and concerns with warmth and a collaborative spirit. Build relationships with customers based on trust, recommending financial solutions based on each customer’s unique goals and needs. Created and completed loan submission packages. Managed any conditions sent from underwriting departments. Filed completed packages quickly and efficiently.