Experience

BB&T

• United States
• Financial Services
• 700 & Above Employee

• Branch Banker III

  • Jan 2015 - Present

  Serve as primary contact for new account openings and cross-sell other products and services to clients and prospects through proactive and reactive client contact.Interview bank clients and assist them through the origination process for personal loans, auto loans, and HELOC.Input data into system and ensure integrity of data is in compliance with bank policy and procedure and accurately fund approved loans.Support team sales process by acting upon or referring identified client needs to other lines of business (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, and Merchant Services).Employ BB&T supported service processes to ensure high-level of client service by performing client service maintenance (e.g. account reconciliation, address changes, stop payments, account closings, wire transfer, processing check orders). Perform teller transaction such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds.

• Customer Service Specialist

  • Sep 2009 - Jan 2015

  Answering Spanish and English Calls for specialized queues as Online Banking, Cash Management Services (ACH Preauthorized draft, Wires, Positive Pay) Bill payment, Loan Department and Fraud Department. Provide support to Online Banking, Cash Management and Treasury Customers, answering e-mails, resetting user ID / passwords and provide operation, maintenance or capability matters troubleshooting.Delivers world standard client service by answering telephone inquiries timely, accurately, professionally, and courteously. Maintaining required performance standards in quality, occupancy, attendance, promptness, and identifying client needs in a daily basis.Processing financial transactions for bank customers including: loan payments, money transfers and opening accounts.Selling and cross-selling all BBT accounts and services. Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects.