Natalie West
Shirley,NY
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
11
11
years of professional experience
Work History
Personal Banker III
Suffolk County Federal Credit Union
Medford, NY
05.2023 - Current
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Cross-sold bank products and services to meet customer needs and provide options.
Financial Specialist III
Bank United
Bonita Springs, FL
12.2021 - 05.2023
- Maintained confidentiality of bank records and client information
- Ordered checks, placed stop payment orders and conducted additional special services for customers
- Entered member transaction data into online banking software
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Personal Banker
Fifth Third Bank
Naples, FL
03.2020 - 11.2021
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
- Helped customers open and close accounts, apply for loans and make sound financial decisions
- Processed invoices and checks and maintained daily cash logs and deposits
- Established connections with new clients through proactive follow-up strategies
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
- Recommended innovative alternatives to generate revenue and reduce unnecessary costs
- Increased teller efficiency by developing and implementing improved service methods
- Performed cash and check balancing to verify all daily and monthly cash accounts for accuracy
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
Customer Service Representative
BNB Bank
Naples, FL
02.2019 - 03.2020
- Assessed customer needs and upsold products and services to maximize sales
- Informed customers about billing procedures, processed payments and provided payment option setup assistance
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
Teller
Suncoast Credit Union
Naples, FL
01.2014 - 11.2018
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts
- Entered member transaction data into online banking software
- Balanced daily cash deposits and vault inventory with zero error rate
- Verified amounts and integrity of every check or funds transfer
- Processed cash withdrawals
- Managed opening and closing times for main branch
- Maintained confidentiality of bank records and client information
- Processed treasury, tax and loan payments
- Opened new customer accounts, including checking, savings and lines of credit
- Adhered to financial services security and audit procedures.
Education
Associate of Science -
Eastern School Of Nursing
Kingston, JM06.2011
High School Diploma -
Excelsior College
Kingston, JM07.2006
Skills
- Rapport building
- Safe and vault operation
- Customer satisfaction
- Excellent communication skills
- Financial strategy management
- Strong sense of banking ethics
- Loan application advisement
- Cash dispenser operation
- Cash vault audit
- Debt and credit management
- Branch operations
- Currency and coin counter
- Cash register
- Guest services
- Guest relations
- Janitorial experience
- Custodial experience
- Commercial cleaning
- Hotel management
- Hospitality management
Timeline
Personal Banker III
Suffolk County Federal Credit Union
05.2023 - Current
Financial Specialist III
Bank United
12.2021 - 05.2023
Personal Banker
Fifth Third Bank
03.2020 - 11.2021
Customer Service Representative
BNB Bank
02.2019 - 03.2020
Teller
Suncoast Credit Union
01.2014 - 11.2018
Associate of Science -
Eastern School Of Nursing
High School Diploma -
Excelsior College