Hardworking and eager to apply vast knowledge of financial services and banking experience. Consistent and quality customer service while meeting set sales goals. Quick with problem solving and providing excellent communication with coworkers and clients to ensure goodwill and positive relationships.
Assist customers with their banking transactions, cash handling, superior customer service and relationship building.
Service small business clients with all financial needs. Seek and acquire new business clients for growth in company. Help clients meet business and financial goals. Exceed expectations and banking experience to all clients.
Open and service various financial products which include checking and savings, certificate of deposits, IRA investments, lending authority, loan underwriting and processing. Served as teller manager 2001-2005. Supervisor of eight tellers, scheduling, counseling, maintaining and insuring government compliance standards are maintained.
Process and reconcile bank transactions. Proof teller transactions for errors and adjustments. Foreign items processing. Research and reconcile Visa transactions.
State Of Oklahoma Notary Association
Series 6 Investment License
Series 63 Investment License
Life / Health Insurance License
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