Loan Representative-Loan by Phone Resume Example

Answer incoming calls from customers to take orders, answer inquiries and questions, handle complaints, troubleshoot problems and provide information.

Open new bank accounts according to laid down rules and guidelines. Inform and suggest new banking products to customers. Suggest effective ways through which the bank can promote its products and services and increase customer satisfaction. Establish and promote cordial relationship with customers, ensuring prompt attentiveness to their inquiries and solving their problems to grant them maximum satisfaction. Participate in marketing and awareness campaigns in the bank to create an enlarged customer base. Provide exceptional client service and quality product offerings. Assess the need for new or enhanced systems and applications. Continuously updated skills by participating in professional trainings, attend courses as instructed by management and contribute acquired knowledge to the development of the bank.

Same responsibilities as previous Teller Trainer.

Relocated to the Big Island and worked at the Hilo Branch. Same responsibilities as a Teller.

Same responsibilities as a Branch Teller the only difference is that I traveled to different branches throughout all the Islands.

Provided guidance and work flow directions to tellers in the area of transactions, referrals and services.

Provided approvals in accordance with bank's policies and procedures when needed to complete certain transactions.

Partnered with Service Manager on completing control tasks on a timely manner. Performed daily and monthly audits on all cash vaults and ATMs.

Took ownership of Teller Journals and coached tellers on identifying solutions.

Partner with Bankers to enhance, coach and motivate tellers and build a proactive relationship between the two job families. Evaluation reports on all new tellers. Ensured that team member responsibilities were defined and understood. Established and maintained effective communication system. Identified and drove creative solutions for problems. Contributed to the strategy and business model for the product line. Assessed the need for new or enhanced systems and applications. Ensured exceptional client service and quality product offerings. Trained and supported users during new system implementations and upgrades. Organized meetings. Documented business requirements, functional specifications and training procedures.

Served customers by completing account transactions. Provide account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services.

Record transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports. Cross-sell bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative. Comply with bank operations and security procedures by participating in all dual-control functions; maintaining customer traffic surveys; auditing other tellers' currency; assisting in certification of proof.

Maintain customer confidence and protect bank operations by keeping information confidential. Contribute to team effort by accomplishing related results as needed.