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Click here or scroll down to respond to this candidateCandidate's Name
Trumbull, CT - Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLESummary Experienced, organized and detail-oriented Relationship Banker with 7+ years background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.Willing to utilize Quickbooks online skills to secure an entry-level Bookkeeper position. Hardworking andpassionate job seeker with strong organizational skills and ready to help the team achieve company goals.Skills Quickbooks Online Certified Accounts Receivable Accounts Payable Proficient in MS Office Proficient in digital technology Excellent communication skills Positive attitude and friendly Team Player Sales Expertise Attention to Detail Precision and AccuracyExperience Bank Of America, Relationship BankerAugust 2022 - December 2023 Built relationships with customers by learningabout financial needs, understanding life eventsand goals and following up through proactiveoutreach and appointments. Facilitated customer transactions, includingdeposits, withdrawals, wire transfers, credit card and loan applications or payments. Interviewed customers to obtain informationneeded for opening new accounts or rentingsafe-deposit boxes, adding Power of attorney andhandling estate accounts request. Made introductions to partners to help meetcustomer's broader financial needs. Processed customer requests for statements,ordering additional checks, and updatingcustomer personal information in database. Follow the guidelines in daily activities andservice, adheres to all applicable law andregulations. Cultivated strong customer relationships byproviding tailored advice and services. Resolved customer complaints and disputes tomaintain satisfaction and loyalty. Educating clients with benefits of digitaltechnology, explained and demonstratedself-service mobile options to customers.First County Bank, TellerMarch 2016 - August 2022 Answered customer inquiries regarding accountbalances, transaction history, services charges,and interest rates. Balanced cash drawers daily and resolveddiscrepancies to provide accurate data regardingcash flow. Processed customer transactions promptly,minimizing wait times. Maintained in-depth knowledge of bank productsand services to provide appropriaterecommendations to customers. Answered telephone inquiries on checking,savings accounts, loans, lines of credit, IRAaccounts and safe deposit boxes. Educated customers on the use of bankingwebsites and mobile apps. Monitored and reported suspicious activity in line with bank security policies. Assisted with training of new tellers on policies and procedures. Identified sales opportunities and referredcustomers to branch partners in financial services. Followed up on customer complaints andprovided solutions to enhance customersatisfaction. Maintained friendly and professional customerinteractions.The Ferguson Library, CashierOctober 2006 - October 2007 Responsible for operate the cash register Welcome and Greet customer promptly Help customer to find the appropriate book oftheir need and direct for the location Received customer payment Processed customer returns Sorted and shelved donated collections Received and processed new acquisitions for thelibrary Created attractive displays to promote items.Certifications Certified in Quickbooks online, Intuit Certified Teller, First County Bank Certified in Cash Management, First County Bank Notary Public ServicesAchievements Received outstanding positive comments from team members on employee reviews, as well asexceptional feedback from senior management. Ensured that customers were satisfied withcompany products and services by doing purchasefollow-up calls. Used Microsoft Excel, Outlook, Interact software and Host Terminal Delivered real time feedback to employees byobserving customer interactions. Reviewedstrengths and weaknesses and developed plans forimprovement. Received 100% on mystery shops which is done bycustomers, and they evaluate their experience from my service. Achieved sales and service goalsEducation Bachelor Degree in Commerce - Delhi University New Delhi, India |
