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Customer Service Representative

Huntsville, AL
April 30, 2022

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Juanita Chappell

Management/Operations/ Customer Service

Huntsville, Al 35805


To obtain a position within your company in which I can utilize my customer service skills, operational skills or management skills to help educated your staff and clients for success. Authorized to work in the US for any employer

Work Experience

Branch Operations Manager

Santander Bank - Philadelphia, PA

April 2017 to February 2022

Performing lead responsible in the absence of Branch Manager Manage tellers, perform teller transactions, perform monthly and quarterly audits. Update all fraud alerts and staffing reviews

Provide excellent customer service

Daily coaching tellers/ bankers

Travel and assist other BOM when needed

Attend monthly BOM meetings

Perform monthly reports

Oversee all operational duties

Keep team up to date with bank procedures

Follow all banking law

Assistant Branch Manager

Beneficial Bank - Philadelphia, PA

April 2014 to April 2016

• Counsel clients in selection of financial products to meet their financial planning and banking needs

• Create and process client's accounts while providing excellent customer service

• Familiar with processing collateral loans, unsecured personal loans and asset based loans

• Identify prospective clients and develop and implement presentation for clients

• Overseeing all teller transactions and overriding all large transactions

• Preparing weekly sales report

• Participating in sales calls and charitable events

• Handling all monthly audits and sales review

• Updates all fraud alerts and staffing reviews

• Performing all monthly alarm testing and securing bank floor premises

• Create monthly teller coaching sheets and cross selling training tools

• Preparing excel spreadsheet with all end of day settlements

• Perform lead management responsibilities in the absence of a manager

• Educating the customers to do the right thing financially

• Daily coaching tellers/ customer service reps

• Meets with staff monthly regarding branch security and safety issues

• Informing team of pertinent changes in operations and procedures

• Scheduling tellers and customer service team for adequate branch coverage Customer Service Representative III/ Teller

Beneficial Bank - Philadelphia, PA

October 2001 to April 2014

• Counsel clients in selection of financial products to meet financial planning and banking needs

• Process loans unsecured personal loans, collateral loans, and asset based loans

• Account opening Checking, Savings, Money Market, ATM cards and Debit cards

• Provide Excellent Customer Service

• Assist with reaching branch sales goals

• Attended weekly conference calls to improve and reach branch goals

• Tracked all branch products sold and put into system

• Assist on teller line as needed

• Assist Head teller role as needed

• Assist with branch audits


High school

South Philadelphia High School


• Banking

• Management

• Loan processing

• Loan origination

• Financial services

• Negotiation

• Customer service

• Operations Management

• Loan Officer Experience

Additional Information


• Advanced problem -solver

• Enthusiastic people person

• Great Organizational Skills

• Computer Skills - Microsoft, Velocity, Synergy, BRM, Wits, and FIS Bankway

Contact this candidate