Project management abilities
Inbound and outbound calling
Completed documentation for new accounts in alignment with bank policies and procedures.
Identified and resolved complex client service issues to deliver exceptional customer service.
Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Established new accounts and created memberships, resulting in increased loans and earnings for financial institution.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
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