Customer Service Loan Servicing

FRANCES FRANKLIN

Oklahoma, OK ***** 405-***-**** adpmm3@r.postjobfree.com

Summary

Results-oriented banking professional experienced in handling customer needs in a quick and accurate manner. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

Motivated Personal Banker enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices.

Skills

·Account opening &Closing

·Customer service-oriented

·Persuasive communication style

·Customer care experience

·Teller background

·Community relations

·Loan closing

·Problem Solving

·Notary For The State Of Oklahoma

·NMLS 1130774

Experience

Relationship Banker 10/2019 to 09/2021

Bank Of Oklahoma Oklahoma City, OK

·Advised customers on bank products, services and financial planning options.

·Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.

·Completed thorough and accurate documentation for all money movements, deposits or withdrawals.

Personal Banker 2 10/2017 to 10/2019

Wells Fargo Bank St Petersburg, FL

·Modified, opened and closed customer accounts.

·Advised customers on bank products, services and financial planning options.

·Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.

·Improved decision-making by using current data on market conditions and individual financial situations.

·Developed culture of success rewarding performance, productivity and sales results.

·Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.

·Compiled information regarding new accounts and entered information into computers and file related forms.

·Responded efficiently to customer queries and complaints to find solutions and diffuse tension.

·Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.

·Provided excellent service and attention to customers when face-to-face or through phone conversations.

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Personal Banker 1 10/2015 to 10/2017

Wells Fargo Bank St Petersburg, FL

·Drafted monthly summaries to review level of client participation and identify targets for follow-up calls.

·Advised customers on bank products, services and financial planning options.

·Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.

·Compiled information regarding new accounts and entered information into computers and file related forms.

·Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.

·Responded efficiently to customer queries and complaints to find solutions and diffuse tension.

Education and Training

Some College (No Degree): Secretarial Studies And Office Administration

Oklahoma City Community College

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