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Customer Service Universal Banker

Location:
Highland Lakes, NJ
Posted:
November 14, 2023

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Resume:

Rosa Rodriguez

Vernon, NJ Email: ad04tt@r.postjobfree.com Phone: 201-***-****

Profile:

Motivated banking professional with twenty years of experience possessing strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions.

Experience:

Senior Universal Banker - Provident Bank Vernon, NJ 02/2008 - Current

• Assisted customers with setting up or closing accounts, deposits/withdrawals, money orders/checks, change orders, shipments, audits, completing loan applications and signing up for new services

• Assisted 70+ customers each day and remained poised in high-stress situations even when dealing with irate individuals

• Reconciled customer accounts which entails keeping meticulous records and precise tracking of monetary fund’s entering and exiting the bank

• Upheld strict financial controls by keeping funds secure and following proper protocols to prevent theft and counterfeit bills being put in circulation

• Established customer identity according to established guidelines and adheres to all other compliance procedures, ensuring operational and financial soundness

• Opened, closed, and supervised the servicing of the branch in the absence of Branch Management

• Met customer sales referrals and cross-selling goals; knows the features and benefits of all products and services to satisfy the needs of the customers

• Exceeded client expectations through active engagement, commitment, and dedication to servicing and building customer relationships

Branch Manager - Commerce Bank Franklin, NJ 05/2006 - 02/2008

• Recommended loan approvals and denials based on customer loan application reviews

• Assessed budget plans and present costs to forecast trends and recommend changes

• Recruited, interviewed, hired, and trained multiple employees and implemented mentoring program to promote positive feedback and engagement

• Assessed employee performance and developed improvement plans Skills:

• Compliance, banking laws and regulations

• Relationship building and management

• Strong account analysis skills

• Bilingual: Spanish speaking



Contact this candidate