I have great experience working in the financial banking industry. From 1978 to 1989 I was with First Federal Savings and Loan Association of Bakersfield. Upon leaving I was the Retirement Accounts Specialist for 6 branches. From 1991 to 1998 and then again from 2004 to 2007 I worked for Bank of America. In the first role I was the FSR for the branch. In the second roll I was a teller/merchant teller. Currently, effective September of 2015, I am employed by Bank of America as a Client Service Representative. I am an enthusiastic employee who leads branch staff in exceeding sales goals while delivering excellent customer service. I am interested in promoting to management with Bank of America. I feel that I have great experience and skills that have developed over the years that will help me to be a great asset here in working with a team to achieve goals and win for the bank!
I have received recognition time and again for my number of sales referrals and for my outstanding customer service. I have been rewarded for making goals year after year, for balancing accuracy, for being an asset to management and for being a team player who is not only interested in her own personal goals but in the goals of the branch as a whole.
I am always recognized as being a team player who can be depended upon to lead the team.
Collect payments and prepare daily bank deposit and balance to receipts.
Assist Walk in customers with policy issues and refer to agent when needed.
Help clients by phone and assist them with questions regarding policies.
Work with banks and other financial institutions to get documentation to and from them for clients.
Work with insurance underwriters to assist clients with policy issues.
Daily follow up for all agents to be sure paperwork is complete, documented and filed.
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