Customer Service Sales
Resume:
Guity Yeroushalmi
************@*****.***
Objective:
Seeking a position that my mind and skills will be challenged fostering new career opportunities, growth, and development.
PROFESSIONAL EXPERIENCE:
FIRST FOUNDATION BANK 2016-Present
Senior Teller
•Performed full service banking transactions in compliance with legal requirements and bank policies.
•Provided accurate, friendly customer service in a timely fashion
•Performed teller functions including: balancing cash and other daily transactions.
•Performed duties associated with maintenance of existing accounts, including check orders; address changes; maintained documentation files and updates as applicable, performed general filing, clerical duties, research assignments and processed stop payments, wire transfers and account transfers.
•Compiled new client transition packages; processed deposits received by mail or courier for the clients.
•Extensive knowledge and work with closing and opening procedures, balancing ATM, Currency Transaction Reports (CTR), Certification (Certs), Remote Deposit Checks (RDC), Non-Customer Transaction Form, Navigator, Customer/Non-customer Portfolio, Director, Balancing the Vault, Cash Balancing, Pro-courier balance and Fiserv.
SUNWEST BANK 2006 to 2015
Customer Service Rep
•Performed full service banking transactions in compliance with legal requirements and bank policies.
•Provided accurate, friendly customer service in a timely fashion performed teller functions including. balancing cash and other daily transactions.
•Achieved sales and referral goals by actively cross-selling and referring customers to proper bank staff for additional bank products, services and sales campaigns.
•Maintained currency and coin under prescribed limits. Adhered to bank security policies and maintained confidentiality of bank records and client information.
•Gave referrals of large withdrawals and account closures to sales staff for retention efforts.
•Participated in outbound calling sales events.
•Performed duties associated with maintenance of existing accounts, including check orders, address changes; maintained documentation files and updates as applicable, performed general filing, clerical duties, research assignments and processed stop payments, wire transfers and account transfers,
•Compiled new client transition packages; processed deposits received by mail or courier for the clients.
Extensive knowledge and work with closing and opening procedures, balancing ATM, Currency Transaction Reports (CTR), Certification (certs), Remote Deposit Checks (RDC), Non-Customer Transaction Form, Navigator, Customer/Non-customer Portfolio, Director, Balancing the Vault, Cash Balancing, Pro-courier balance and Fiserv.
WELLS FARGO 1998 to 2006
BANK TELLER & CUSTOMER SERVICE REP
•Identified and greeted customers, promptly while recording all transactions; compliant with bank procedures.
•Processed cash withdrawals, accepted cash/checks for deposit and always made sure deposit slips were accurate.
•Balanced alt currency, cash and checks in the cash drawer at the end of each shift. Performed services for customers such as ordering bank cards, checks and validating cash/checks received.
BANK OF AMERICA 1996 to 1998
BANK TELLER & CUSTOMER SERVICE REP
•Initiated new accounts, advised, and promoted bank products and services to customers.
•Responsible for client transactions and balancing cash drawers.
•Resolved issues and problems by assisting customers with inquiries regarding their checking and saving account.
•Performed services for customers such as ordering bank cards, checks and validating cash/checks received.
Professional Qualifications/Skill’s:
•Reliable, Hardworking, and detailed oriented.
•Maintaining a positive, determined, and friendly attitude under pressure.
•Taking initiative and leadership as an individual but engaging in a team work environment. Building and maintaining relationships with existing and new clients.
References promptly furnished upon request
Contact this candidate