Dynamic Universal Banker with a proven track record at Independent Bank, excelling in branch operations and customer service. Adept at document verification and cash handling, I fostered member satisfaction through effective communication and adaptive learning. Committed to compliance and enhancing financial solutions, I consistently contributed to team success and operational efficiency.
Overview
8
8
years of professional experience
Work History
Universal Banker Teller
Independent Bank
12.2024 - Current
Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
Collaborated effectively with team members to reach branch goals and enhance overall performance levels.
Maintained strict compliance with federal regulations during all transactions, ensuring the integrity of the institution.
Participated actively in ongoing professional development programs aimed at enhancing skills relevant to the Universal Banker role.
opening/ closing accounts.
reviewing documents for accuracy or legal compliance, and verifying the identity of account holders.
Giving insight to help with financial needs.
Member Relationship Specialist
First South Financial Credit Union
11.2022 - 12.2024
Served as a liaison between back-office departments and front-line staff, ensuring seamless communication regarding policy updates or changes affecting member accounts or services.
Supported branch leadership in the execution of marketing campaigns and promotions aimed at attracting new members and increasing product adoption rates among existing clientele.
Contributed to membership growth efforts by engaging prospective clients in conversations about their financial goals and how our services could support them in achieving those objectives.
Open new accounts, perform necessary file maintenance in the computer
Handle sales, money orders, travelers’ cheques and savings bonds and forward appropriate paperwork to Accounting Department.
Process night depository transactions.
File membership cards from all offices and process closed accounts on a timely basis. (NSA Branch)
Call Center Representative
Conduit Global
01.2018 - 09.2022
Managed high call volumes while providing exceptional customer support and maintaining professional composure.
Handled escalated calls professionally, effectively resolving complex issues and ensuring client satisfaction at all times.
Mastered multiple software systems for seamless navigation during calls, improving efficiency and reducing hold times for customers.
Enhanced customer satisfaction by efficiently addressing and resolving inquiries in a timely manner.
Schedule Non-emergency transportation for United Health Care and Ameri Group insurance
Stretcher , ambulatory,and wheelchair patients to be transported from doctors visits and hospital discharge