Experience

EverTrust Bank

• United States
• Banking
• 1 - 100 Employee

• Operational Specialist

  • Oct 2019 - Present

  United States -Answering the phone calls and questions related to Online/Mobile banking. -Manage e-banking products offered by the Bank by ensuring changes in market, business priorities, integration needs and technology advancements are reflected. -Identifying risks and challenges, opportunities and growth strategies and promptly report and present status updates to the Head of Operations, as needed. -Maintain customer files; setting up remote deposit capture equipment , cash management services… Show more -Answering the phone calls and questions related to Online/Mobile banking. -Manage e-banking products offered by the Bank by ensuring changes in market, business priorities, integration needs and technology advancements are reflected. -Identifying risks and challenges, opportunities and growth strategies and promptly report and present status updates to the Head of Operations, as needed. -Maintain customer files; setting up remote deposit capture equipment , cash management services and enrollments. - Engage, interact and provide support to various department officers (Loans, CSMs, BMs) to ensure product knowledge. Show less



New Omni Bank

• United States
• Banking
• 1 - 100 Employee

• Bank Teller

  • Sep 2017 - Aug 2019

  United States • Process standard teller transactions on a daily basis. • Responsible for overviewing transactions and correcting discrepancies found. • Maintain thorough knowledge of all bank products, services, and policies; identify and match customers’ needs to products in financial discussions in order to best serve customer base. • Appropriately handle client issues, providing superior customer service while in line with policies; recently received compliment from HR Director in regards to… Show more • Process standard teller transactions on a daily basis. • Responsible for overviewing transactions and correcting discrepancies found. • Maintain thorough knowledge of all bank products, services, and policies; identify and match customers’ needs to products in financial discussions in order to best serve customer base. • Appropriately handle client issues, providing superior customer service while in line with policies; recently received compliment from HR Director in regards to positive work attitude towards colleagues, and creating a welcoming environment for all customers who come to bank • Excellent organization and maintenance of paperwork, including consumer credit reports and verification of funds. • Strong work ethic; training new hires and teaching them day-to-day functions, cash handling procedures, and other security policies. Show less



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• Restaurant Server

  • Jul 2014 - Jul 2017

  United States • Delivered friendly and efficient service to customers, ensuring a pleasant experience. • Suggested menu items, prepared specialty drinks, and provided great customer service. • Responsibly handled tasks while on shift, occasionally wearing many hats at once as host, server, busser, and cashier when understaffed. • Trained new co-workers in customer service procedures, serving, transactions, and efficient communications with kitchen and wait staff to ensure smooth operations.