Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Skills
Consumer banking
Night and safe deposits
Accounting lifecycle knowledge
10-Key data entry
Complex problem-solving
Quality control
Cash Handling
Rapid 10-key data entry
Consumer banking specialist
Relationship building and management
Compliance, banking laws and regulations
Night and safe deposit procedures
Work History
Senior Bank Teller, 10/2019 to Current Associated Bank – Hales Corners, WI,
Identified potential needs through observation, questioning and listening.
Replenished ATM funds in empty canisters prior to validation process.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Investigated and promptly resolved issues with patron accounts.
Mentored newly hired team members on appropriate responses to patron questions.
Answered inquiries regarding checking and savings accounts and other related products.
Received car loan, home loan and other payments and posted to accounts.
Provided customers with appropriate literature on banking products and services.
Conducted regular proof work and followed up on chargebacks and deposit corrections.
Established rapport with new clients to increase satisfaction and loyalty.
Counted, verified and handled bank deposits and armored car transactions.
Wrote and distributed customer correspondence.
Handled various accounting transactions.
Executed wire transfers, stop payments and account transfers.
Maintained friendly and professional customer interactions.
Telephone Customer Service Representative, 03/2018 to 10/2019 Firstbank – Centennial, CO,
Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
Resolved concerns with products or services to help with retention and drive sales.
Contributed to company achieving and holding industry-leading customer service ratings.
Educated customers on current promotions, upgrades or new offerings available under current plan.
Maintained accurate and current customer account data with manual forms processing and digital information updates.
Researched issues through identification of similar past problems and recommended most appropriate solution.
Addressed escalated customer service issues sent from sales and service teams to save customer relationships.
Documented and detailed calls and complaints using call center's CRM database.
New Accounts Representative, 04/2016 to 03/2018 Turn 14 Distribution – Hatfield, PA,
Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Solved customer challenges by offering relevant accounts and products.
Used targeted questioning strategies to discover insight on prospect needs and requirements.
Presented new and additional products and services to existing customers.
Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Obtained credit records from reporting agencies.
Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Backed up teller team by handling needs of new and existing customers at main counter.
Offered friendly and efficient service to customers, handled challenging situations with ease.
Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
Bank Teller, 08/2014 to 03/2016 Heritage Financial Corporation – Coupeville, WA,
Educated customers on use of banking website and mobile apps.
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