Special Accounts Manager Resume Example
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SPECIAL ACCOUNTS MANAGER
Summary
Skills
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Experience
Bbcn Bank | Buena Park , CASpecial Accounts Manager12/2017 - Current
- Developed and strengthened customer relationships to drive continued revenue growth.
- Answered customers questions and explained accounts.
- Responded efficiently and timely to customer queries and complaints to find solutions and diffuse tension.
- Improved customer satisfaction by finding creative solutions to problems.
- Demonstrated self-reliance by meeting and exceeding workflow needs.
- Collaborated with others to discuss new opportunities.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Dealt with daily operations such as deposits, state scholarships and billing, Qucikbooks, some finance reports, payable and receivables.
- Can use Microsoft products.
Union Savings Bank | City , STATETeller10/2015 - 12/2017
- Managed opening and closing times for main branch.
- Consistently met goals.
- Supplied tellers with coin and currency as needed.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Reported daily averages and shortages to operations department.
- Processed sales referrals and promoted bank services and products.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Balanced daily cash deposits and bank vault inventory with zero error rate.
- Adhered to financial services security and audit procedures.
- Delivered prompt, accurate and excellent customer service.
- Established new customer accounts, including checking, savings, lines of credit and loans.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Examined checks for identification and endorsement.
- Warmly welcomed customers and offered pleasant service during entire transaction.
- Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
- Assembled in-store marketing displays.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Verified amounts and integrity of every check or funds transfer.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Maintained confidentiality of bank records and client information.
- Trained employees on cash drawer operation.
- Processed cash withdrawals.
- Processed treasury, tax and loan payments.
- Recommended additional products, services and benefits for customers.
- Managed customer referrals to help financial services team members capitalize on sales changes.
PNC Bank | City , STATEPNC09/2013 - 08/2015
- Managed opening and closing times for main branch.
- Consistently met goals.
- Supplied tellers with coin and currency as needed.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Reported daily averages and shortages to operations department.
- Processed sales referrals and promoted bank services and products.
- Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees.
- Balanced daily cash deposits and bank vault inventory with zero error rate.
- Adhered to financial services security and audit procedures.
- Delivered prompt, accurate and excellent customer service.
- Established new customer accounts, including checking, savings, lines of credit and loans.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Examined checks for identification and endorsement.
- Warmly welcomed customers and offered pleasant service during entire transaction.
- Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
- Assembled in-store marketing displays.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Verified amounts and integrity of every check or funds transfer.
- Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.
- Maintained confidentiality of bank records and client information.
- Trained employees on cash drawer operation.
- Processed cash withdrawals.
- Processed treasury, tax and loan payments.
- Recommended additional products, services and benefits for customers.
- Managed customer referrals to help financial services team members capitalize on sales changes.
Education and Training
Mount Saint Joseph University | CityBachelor of Arts in Liberal Arts And General Studies12/2012
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Resume Overview
School Attended
- Mount Saint Joseph University
Job Titles Held:
- Special Accounts Manager
- Teller
- PNC
Degrees
- Bachelor of Arts in Liberal Arts And General Studies
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