Customer Service Sales

Experience

Personal Financial Advisors Bank of America - Buffalo, NY

Determine customers' financial services needs and prepare proposals to sell services that address these needs.

JANE C GAPINSKI

Professional Summary

Service-oriented Personal Banker with 33 year background in Banking. Transitioned from Liberty Bank / Norstar/ Fleet to Bank of America. Core competencies include Customer Service, Financial Advisor and Sales as well as excellent communication and time management skills. Handles tasks with accuracy and efficiency.

Skills

Customer and Personal Service

Teller Supervisor Bank of America

Recruit, interview, and select employees.

146 Breckenridge St, Buffalo, NY 14213 Ph: 716-***-**** ********@*****.***

Service Orientation

Contact prospective customers to present information and explain available services.

Answer clients' questions about the purposes and details of financial plans and strategies.

Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.

Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation.

Interpret and communicate work procedures and company policies to staff.

Prepare and issue work schedules, deadlines, and duty assignments for office or administrative staff.

Coordinate activities with other supervisory personnel or with other work

Resolve customer complaints regarding sales and service.

Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.

Active Listening

Notary

Mathematics

English Language

Troubleshooting

Oct 2009-Present

Jun 1996-Oct 2009

Education

Associate of Science : Banking/Real Estate Erie Community College City - Buffalo, N

High School Diploma : Business Lake Shore Central - Angola, NY

Teller Bank of America

Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.

units or departments. Make recommendations to management concerning such issues as staffing decisions or procedural changes.

Monitor inventory levels and requisition or purchase supplies as needed.

Participate in the work of subordinates to facilitate productivity or to overcome difficult aspects of work.

Feb 1982-Jun 1996

Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines. Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents. Count currency, coins, and checks received, by hand or using currency- counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank. Order a supply of cash to meet daily needs. Count, verify, and post armored car deposits. Receive and count daily inventories of cash, drafts, and travelers' checks. Prepare and verify cashier's checks. Identify transaction mistakes when debits and credits do not balance. Arrange monies received in cash boxes and coin dispensers according to denomination.

May 1996

Jan 1975

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