Organized and dependable banking professional who excels at processing high volumes of error-free transactions and meeting scorecard goals.
Silver status in sales, top sales in branch, top score in "W.O.Wing" customers, and 5 for 5 Club Oregon Regional recognition.
Retained and ensured proper handling and care of 20 client accounts. Developed a loyal customer base. Recommended and helped customers select merchandise based on their needs. Exchanged returned merchandise for customers quickly and efficiently.Confirmed that appropriate changes were made to resolve customers' problems. Offered customer discounts and promotions to ensure high customer retention rates and referrals.Informed customers about sales and promotions in a friendly and engaging manner. Recruited a team from my customer base and referrals. Kept accurate monthly records of sales and inventory for tax purposes.
Reviewed and processed loan applications within the Indirect Lending Department. Provided information and assistants to dealerships. Obtained information necessary to fund loans. Prepared and mailed information packets and letters. Able to organize multiple tasks while paying attention to details. Disbursed funds accurately and quickly.
Fully Licensed in Life/ Health, Property/ Casualty, Long Term Care Certified, and Bond Certified. Provided service to clients changing insurance needs by selling property, casualty life, health, and disability insurance. Approached potential clients by utilizing mailings and phone solicitation. Determined clients particular needs and financial situations by scheduling fact-finding appointments. Scheduled medical examinations. Processed insurance and supplemental applications.
Responsible for opening and closing branch. Supervised 5 tellers and their transactions. Opened new customer accounts. Balanced daily cash deposits and bank vault inventory. Trained employees on cash drawer operation, sales, and cross selling. Researched and resolved customer issues. Helped Service Manager with retention and auditing issues. Examined checks for identification and endorsement. Maintained confidentiality of bank records and client information.Delivered prompt, accurate and excellent customer service. Achieved Silver status in sales, top sales in branch, and top score in "Wowing" customer.
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