Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
Overview
11
11
years of professional experience
Work History
Associate Banker
Chase Bank
Lake Charles
09.2022 - Current
Assisted clients with account inquiries and transactions daily.
Maintained accurate records of customer interactions and transactions.
Handled cash deposits, withdrawals, and transfers efficiently.
Supported branch operations by organizing paperwork and filing systems.
Provided customer service by attending to their inquiries and requests for information.
Participated in team meetings to discuss performance metrics and strategies for improvement.
Helped customers understand and use mobile applications and online banking.
Met with new clients and completed pre-qualification procedures.
Modified, opened and closed customer accounts.
Personal Banker
Pedestal Bank
Lake Charles
11.2018 - 05.2019
Assisted clients with personal banking transactions and inquiries.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Cross-sold banking products such as credit cards, loans and investments.
CSR
Capital One
Lake Charles
08.2014 - 05.2015
Managed multiple tasks simultaneously while providing excellent customer service experience.
Identified customer needs and provided appropriate solutions.
Participated in team meetings or training sessions when necessary.
Adhered to company's established protocols for handling confidential data.
Consulted with customers regarding needs and addressed concerns.
Processed customer transactions accurately and efficiently using banking software.
Education
Associate of Applied Science - Business Administration
Sowela Technical Community College
Lake Charles, LA (current Student)
Skills
Customer service
Financial analysis
Regulatory compliance
Account management
Client relationship management
Sales strategy
References
References available upon request.
Timeline
Associate Banker
Chase Bank
09.2022 - Current
Personal Banker
Pedestal Bank
11.2018 - 05.2019
CSR
Capital One
08.2014 - 05.2015
Associate of Applied Science - Business Administration