Relationship Banker - Bank of America
(2023-12)
- Proficient in CEW and Sales Force for transaction management.
- Discover client's financial priority and give best product recommendations accordingly.
- Educate clients how to optimize use of bank technology and deliver comprehensive service solutions.
- Recognize opportunities in customer interactions and direct them to the appropriate partners.
- Conduct teller transactions with strict adherence to cash-balancing and operational guidelines.
- Proactively identify opportunities to grow customer relationships through appointments, outbound calling, the follow-up program and sourcing referrals from customers, bank colleagues and partners.
Customer Service Representative - Bank of America
(2021-06 - 2023-12)
- Responsible for cash handling, authentication of clients, and fraud prevention.
- Educate clients about various modes of banking.
- Educate clients about Digital-1-Solution.
Deposit Accounts Advocate for Call Center - Bank of America
(2019-04 - 2021-05)
- Assisted clients with online banking, debit card and account issues over the telephone.
- Helped process bill payments, wire transfers, and other banking services.
- Resolved account issues while providing professional customer support.
Customer Service Representative - Bank of America
(2012-01 - 2019-03)
- Responsible for training new tellers.
- Present lead generation opportunities to clients.
- Demonstrate balancing accuracy.
Sales Service Specialist - Bank of America
(2009-08 - 2011-12)
- Efficiently open checking, savings, and Money Market accounts.
- Support team sales process by acting upon or referring clients to other lines of business.
- Respond to immediate sales or service capacity to reduce wait time.
Teller - Bank of America
(2005-06 - 2009-08)
- Promote financial products and services, such as personal checking and savings accounts, and CD/IRA products.
- Address clients' financial needs and concerns.
Teller - Parkway Bank and Trust
(2004-01 - 2005-04)
- Efficiently execute all monetary transactions while adhering to policies and procedures.
- Assist in balancing ATM.
