commercial loan assistant resume example

As the Cross-Trained Specialist in Operations, I was trained & efficient in all five departments, which include the Call Center, Electronic Banking, Deposit Operations, Item Processing, and Imaging.

As a Call Center Representative, I performed the following:

• Handled more than 75 calls per day in a prompt & friendly manner to assist customers and dispatch services
• Online banking support and debit card assistance
• Balances and transfers
• Delivered fast, friendly, and knowledgeable service for routine questions and service complaints
• Managed customer expectations by clarifying needs, identifying options and recommending products and services
• Met or exceeded call speed, accuracy, and volume benchmarks on consistent basis
• Maintained strong call control and quickly worked through scripts to address problems
• Answered, screened, and processed high volume of calls daily with call management system and web-based communications
• Resolved inquiries to consistently meet performance benchmarks
• Improved call management database by frequently changing and updating customer contact information
• Handled customers and other bank employees effectively by identifying needs, quickly gaining trust, approaching complex situations and resolving problems to maximize efficiency
• Explained key information regarding products and services to customers to encourage informed decision-making
• Reviewed files, records, and other obtained documents to respond to customer requests

As an Electronic Banking Clerk, I performed the following:

• Answered customer and internal phone calls in a prompt and friendly manner
• Online Banking support
• Debit Card Assistance
• Created debit cards
• Being part of the ATEAM (ATM Repair On-Call Team)

As a Deposit Operations Clerk, I performed the following:

• Answered customer and internal phone calls in a prompt and friendly manner
• New account check back and maintenance
• Worked non posted items
• Returned NSF items
• Placed holds
• Some CD and IRA maintenance

As an Item Processing Clerk, I performed the following:

• Edited Teller's daily work
• Processed FED adjustments
• Performed End Of Day duties, including balancing and printing of reports, verifying deposits, and rectifying discrepancies
• Examined checks for identification and endorsement

As an Imaging Clerk, I performed the following:

• Scanned internal documents
• Filed documents to correct customer profile in Synergy

As a Customer Service Specialist, I performed the following:

• Executed customer transactions, including deposits, withdrawals, money orders, and checks
• Rapidly and efficiently prepared customer and ATM cash and change orders
• Vault Teller
• Processed exchange and foreign currency
• Strong balancing record
• Answered telephone inquiries on banking products including checking, savings, and loans
• Opened new accounts
• Maintained friendly and professional customer interactions