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Title Client Consultant Credit Union
Target Location US-NY-Medford
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address Kettles LaneMedford, NY Street Address
H PHONE NUMBER AVAILABLECPHONE NUMBER AVAILABLEEMAIL AVAILABLEProfessional SummaryConfident Client Consultant with 26 years of cash handling and problem-solving client complaints. Experience with assisting management with servicing the ATM and maintaining the cash vault. As well as opening up bank accounts and developing coaching plans to cross sell products and services to help meet clients financial needs.SkillsMulti-tasking Problem SolvingAttention to Detail Critical ThinkingActive Listening Cross SellingWork History11/1998 to 10/2024 Client ConsultantFlagstar Bank Shirley, NYAccurate in maintaining a cash boxProficient in finding teller differenceProcessed CTRs for large cash transactionsCreated documents in OutlookProcessed domestic and foreign wiresHas experience in buying and selling foreign currencyLearned about rules and regulations of banking with the American Banking Association (ABA Learning)Organized appointments for clients in SalesforceRecommended products and services, to help meet the clients financial needs1/1998 to 11/1998 Part time TellerTeacher Federal Credit Union Commack, NYProcessed deposits and withdrawalsLearned to maintain a cash boxSolved client complaintsLearned to find teller differencesEducationLong Island University, CW Post Campus5/1997 Bachelor of Science Physical Education/ Non School Setting1/2002 The Global Institute of Banking

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