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Title Customer Service Universal Banker
Target Location US-MD-Silver Spring
Email Available with paid plan
Phone Available with paid plan
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Senior Universal BankerEMAIL AVAILABLEPHONE NUMBER AVAILABLEMulti-skilled and talented Universal Business Banker with 3 years of fulfilled experience quick to adapt to any situation based on any customer's behalf. IBS Insight, MS Office, and CRM proficient. High versatility in customer transactions, cash handling, ATM maintenance, customer relationships, and auditing. Equipped with a great track record in mortgage and home lending products. Proven record of providing outstanding customer service thanks to in-depth knowledge of financial services and credit offerings. Strong leadership skills and communication to promote dedication throughout the staff.Marketing 08/2015Howard Community CollegeAdvertisingHoward Community College 08/2015SKILLSKnowledge of bank products and services - Expert MS Office Experience - Expert Excellent communication and Interpersonal Skills - Expert Fraud Prevention and Risk Management - Expert Customer Service - Expert Persuasive Communication - Expert Application Preparation - Expert Money Handling - Expert Inventory Control Procedures - ExpertSandy Spring Bank, Columbia, MD 03/2022 - 4/2024Teller / Universal BankerProvide a consultative style of banking that builds customer relationships based on precision. Demonstrate the ability to identify financial needs and recommend appropriate solutions.Assist with branch operations such as daily vault auditing, night drop deposits, Wire verification, Overdraft list analysis. Delivering a remarkable customer experience, achieving sales and production goals, and handling transaction service requests.Be a part of a team that requires attention to detail, managing multiple priorities, and have a passion for customer service. Perform additional duties as assigned.Performs account maintenance, creates debit cards, and orders checks. Completes various forms associated with account ownership and member authorizations.Cross-sell and promote Sandy Spring Bank products and services especially insurance.Balances daily transactions and verifies cash and check totals. Investigates and resolves out-of-balance conditions. Purchases and sells funds to the vault as needed to keep the cash drawer at required levels.Understands and adheres to all applicable banking regulations and Sandy Spring Bank policies and procedures. Responds to member questions and directs them to other staff as needed.Stays informed and knowledgeable of all credit union rates, fees, products, and promotions to assist the members with financial needs. Actively cross-sells products and services.Provides information to members concerning different types of consumer loans, credit cards, terms, interest rates, and potential documentation needed for the loan.Educates members on technology and digital solutions offered by Elavon9 Merchant Services.M&T BANK, MD 07/2019 - 11/2021 Relationship Banker/FloaterHandle day to day transactions such as night drops, mailed checks and customer walk in deposits. Float from branch to branch in need of staffing. Schedule loan application meetings with customers and follow up to discuss the application decisions. Audit Atm and TCR (Teller Cash Recycling) Machine, issue official checks and money orders.Conduct customer refresh updates weekly. Connect with customers to recommend the best products and or services. Profile new customers to uncover financial needs.Perform credit adjustments for erroneous billing accounts.Maintain a consistent daily calling period to reach customers based on the nature of their account. Use TPX, CRM, and CTA systems to open new accounts, verify checks deposited and cashed, and verify customers with potential fraud risks.Bank Of America, Laurel, MD 04/2017 - 09/2017 Summer InternAssisted in financial advisors in relationship management, client follow - up, administration and business development. Provided administrative coordination with trading, operations, trust/fiduciary and client service areas. Assist in the development of innovative solutions across all aspects of the wealth management investment process. Handle client inquiries, coordinating with specialists and service centers to deliver an integrated service to the client.

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