Private Client Associate

• Feb 2022 - Present

Personal Banker

• Apr 2018 - Present

Financial Service Representative

• Jun 2014 - Apr 2018

The Financial Services Representative (FSR) acts as an Insurance licensed employee, providing Customers with additional products & services and acting as wealth referral champion within the Store. FSRs are required to maintain active registration with State Life & Health Insurance licensing. FSRs act in a dual role as FSR and Customer Service Representative and are the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, investment and insurance products and services to new and existing Customers. Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry. Show less

Personal Banker

• Jul 2012 - Jun 2014

Managed daily operations and generated business by selling products and services to potential and existing customers. Achieved aggressive sales goals and provided high quality customer service. Sold financial products, opened deposit accounts and accepted loan applications. Responded to customer inquiries and concerns and created positive solutions. Recognized and referred cross-sell opportunities and performed daily/weekly sales reporting. Interviewed and processed consumer loan/credit line requests for customers, and obtained referrals from loan customers. Assisted with quoting rates, terms and programs for loan customer requests and supported other sales associates as needed.Take residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gain. Maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry). Show less

Bank Teller

• Sep 2010 - Jul 2012

Duties and responsibilities of a bank teller• Ensure proper money-handling procedures• Process Customer Transactions in a timely and accurate manner• Cash withdrawals/checks and accept deposits in accordance with current policies and procedures• Maintain individual cash level at lowest appropriate level to reduce risk of loss• Stay informed of all changes to procedures, policies, and corporate security alerts.• Perform branch operations, branch settlement, service and balancing of ATM• Provide each customer with exceptional service by using customer interaction, relationship information and consistently promote tell-a-friend Show less

Office Assistant

• Sep 2009 - Oct 2010