Branch Associate Resume Example BBVA Compass Bank Huntsville Alabama United States Sales & Service Advisor

BRANCH ASSOCIATE

Core Strengths

Task & detail oriented., Organizational skills. Internal/external customer relation abilities. Problem solving Equipment & software operation skills: Microsoft office, word, excel, power point & outlook express; calculator, fax/copy/scan machine

Skills

adding machines, ATM, Balance, balance sheets, billing, bonds, calculators, calculator, cashier, cash registers, computer hardware, contracts, credit, clients, detail oriented, fax, financial, forms, funds, Inventory, investments, issue receipts, Market, meetings, excel, mail, money, Microsoft office, outlook express, power point, word, Network, office equipment, Organizational skills, personnel, policies, presentations, Problem solving, proposals, receiving, reporting, Research, sales, scanners, securities, seminars, technical support, telephone, Troubleshoot, view, written

Work Experience

BBVA Compass Bank Huntsville Alabama United States Sales & Service AdvisorJanuary 2014 to Current

Determine customers' financial services needs and prepare proposals to sell services that address these needs.
Contact prospective customers to present information and explain available services.
Sell services or equipment, such as trusts, investments, or check processing services.
Prepare forms or agreements to complete sales.
Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
Make presentations on financial services to groups to attract new clients.
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
Compile information about new accounts, enter account information into computers, and file related forms or other documents.
Inform customers of procedure for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit.
Perform teller duties as required.
Refer customers to appropriate bank personnel to meet their financial needs.
Inter-view customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Collect and record customer deposits and fees, and issue receipts using computers.
Execute wire transfers of funds.
Obtain credit records from reporting agencies.
Issue initial and replacement safe-deposit keys to customers, and admit customers to vaults.
Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
Examine, evaluate, or process loan applications.
Network within communities to find and attract new business.
Meet with applicants to obtain information for loan applications and to answer questions about the process.
Explain to customers the different types of loans and credit options that are available, as well as the terms of those services.
Handle customer complaints and take appropriate action to resolve them.
Stay abreast of new types of loans and other financial services and products to better meet customers' needs.
Submit applications to credit analysts for verification and recommendation.
Confer with underwriters to aid in resolving mortgage application problems.
Market bank products to individuals and firms, promoting bank services that may meet customers* needs.
Work with clients to identify their financial goals and to find ways of reaching those goals.

August 2012 to December 2013Branch Associate

Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree and that accounts have sufficient funds.
Receive checks and cash for deposit, verity amounts, and check accuracy of deposit slips.
Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank.
Prepare and verify cashier's checks.
Sort and file deposit slips and checks.
Carry out special services for customers, such as ordering bank cards and checks.
Process transactions such as time deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
Identify transaction mistakes when debits and credits do not balance.
Arrange monies received in cash boxes and coin dispensers according to denomination.
Resolve problems or discrepancies concerning customers' accounts.
Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
Monitor bank vaults to ensure cash balances are correct.
Compute financial fees, interest, and service charges.

Charter Communications Decatur AlabamaJuly 2006 to May 2012Customer Sales & Service Center Representative

Greet customers and ascertain what each customer wants or needs.
Describe merchandise and explain use, operation, and care of merchandise to customers.
Compute sales prices, total purchases and receive and process cash or credit payment.
Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
Demonstrate use or operation of merchandise.
Inventory stock and requisition new stock.
Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints.
Determine charges for services requested, collect deposits or payments, or arrange for billing.
Refer unresolved customer grievances to designated departments for further investigation.
Solicit sales of new or additional services or products.
Greet customers and ascertain what each customer wants or needs.
Describe merchandise and explain use, operation, and care of merchandise to customers.
Compute sales prices, total purchases and receive and process cash or credit payment.
Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints.
Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail.
Troubleshoot problems involving office equipment, such as computer hardware and software.
Diagnose problems with installed equipment.
Provide technical and non-technical support and services to clients or other staff members regarding the use, operation, and maintenance of equipment.
Research and identify potential customers for products or services.
Create sales or service contracts for products or services.
Attend company training seminars to become familiar with product lines.
Receive payment by cash, check, credit cards, vouchers, or automatic debits.
Assist customers by providing information and resolving their complaints.
Establish or identify prices of goods, services or admission, and tabulate bills using calculators, cash registers, or optical price scanners.
Greet customers entering establishments.
Answer customers' questions, and provide information on procedures or policies.
Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans.
Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change.
Calculate total payments received during a time period, and reconcile this with total sales.
Compile and maintain non-monetary reports and records.
Keep periodic balance sheets of amounts and numbers of transactions.

Educational Background

Kaplan University on-line School of Business Iowa United StatesJun2010Bachelor's: Business AdministrationBusiness Administration

Resume Overview

Companies Worked For:

BBVA Compass Bank Huntsville Alabama United States Sales & Service Advisor
Charter Communications Decatur Alabama

School Attended

Kaplan University on-line School of Business Iowa United States

Job Titles Held:

Branch Associate
Customer Sales & Service Center Representative

Degrees

Bachelor's : Business Administration

Branch Associate Resume Example

Resume Score: 90%

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