I am a highly organized and friendly individual. I have over 10 years of experience in customer service ranging from in person positions such as teller, banker and member service representative to virtual positions which include remote and call center. I am highly organized and have a strong ability to manage and prioritize my time effectively. I am able to multitask while still maintaining a high level of accuracy and attention to detail. I love working with a team to provide excellent service to customers, yet I also find the comfort and peace of a remote job to be a great contributor to providing wonderful service.
• Process and manage member accounts; opening, closing and perform account maintenance and all teller transactions.
• Assist and advise members on using online and mobile banking systems.
• Process applications and fund consumer loans such as auto loans, credit cards and personal loans.
• Identify member needs, research issues and provide solutions and/or alternatives.
• Process wire transfers, payments, file disputes and claims.
• Manage large amounts of inbound and outbound calls in a timely manner.
• Handle customer inquiries both over the phone and email.
• Process account openings/closings, account maintenance and wire transfers.
• Identify opportunities to upsell products when they arise.
• Identify and participate in the development of system driven process improvements.
• Provide Feedback to management on areas of improvement.
• Execute customer transactions including deposits, withdrawals and cashier checks.
• Responsible for the administration and daily operation of the bank.
• Prepare for audits by overseeing all paperwork on sales.
• Provide full range of financial services to clients based on evaluation of their financial needs
