Dedicated professional with a strong background in customer service and team collaboration. Experienced in compliance checks and educating clients on financial products, committed to driving operational excellence and customer satisfaction.
Overview
7
7
years of professional experience
Work History
Universal Banker
M&T Bank
Rehoboth Beach
11.2022 - Current
Processed loan applications and provided financial product information.
Managed cash handling and vault operations for branch security.
Educated clients on digital banking tools and services offered.
Collaborated with team members to streamline service processes, enhancing customer experience.
Conducted compliance checks to ensure adherence to regulations.
Resolved customer issues by identifying needs and providing solutions.
Processed deposits, withdrawals, loan payments and other financial transactions.
Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
Answered telephone inquiries regarding account balances, fees or general information.
Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Advised customers on how to use mobile banking applications effectively.
Cross-sold bank products, including debit and credit cards and overdraft protection plans, increasing customer engagement.
Conducted outbound calls to follow up on leads generated from marketing campaigns.
Maintained records of customer interactions and transactions in accordance with bank policies.
Attended weekly meetings with branch managers to discuss goals related to sales targets.
Trained and coached less experienced team members on procedures and compliance standards, fostering a knowledgeable team environment.
Float Teller
M&T Bank
Milton
06.2022 - 11.2022
Processed customer transactions accurately and efficiently at M&T Bank.
Assisted customers with account inquiries and financial services.
Managed cash drawer, ensuring accurate transactions and minimizing discrepancies.
Trained new tellers on bank policies and procedures to enhance team readiness.
Resolved customer issues promptly to enhance satisfaction.
Cross-sold bank products, facilitating clients' financial solutions and increasing service engagement.
Maintained an orderly and tidy work area to promote efficiency.
Cashier
Quality Foods IGA
Wisconsin Rapids
05.2019 - 04.2022
Operated cash register, ensuring accurate processing of customer transactions to enhance efficiency.
Provided friendly customer service to enhance shopping experience daily.
Resolved customer complaints with professionalism, fostering positive customer relationships.
Assisted customers with product inquiries and recommendations, contributing to increased satisfaction.
Maintained cleanliness and organization of the checkout area consistently.
Trained new team members in cash register operation, stock procedures, and customer services.