Experienced in Retail Banking Sales and Service, Credit Analysis, Small Business & Personal Lending, and Investment Referrals.
Praises help jobseekers showcase strengths and stand out to employers.
Provided clients with suitable solutions to their financial services needs while maintaining a high standard of ethics.
Serviced the needs of existing customers and effectively manage existing book of business for additional investment customers.
Worked cooperatively with branch staff and branch managers to promote and obtain qualified WMG (Wealth Management Group) referrals from the retail bank.
Demonstrated good business practices involving, but not limited to, punctuality, professional demeanor, and leadership.
Maintained neat, timely, and accurate records for regulatory and business purposes.
Set and maintained sales goals in cooperation with management.
Discussed and determined customers financial requirements and provided financial advice to personal and business clients.
Reviewed and explained banking options after updating and reviewing financial circumstances.
Authorized and evaluating overdrafts and loans.
Provided notary services for internal customers.
Provided account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services.
Recorded transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports.
Cross-sold bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.
Event organizer for the annual Youth Day Of Caring event sponsored by the United Way of Pennsylvania.
Coordinate meetings twice a month to provide mentoring, personal development, and emotional support to local inner city youth.