Bio
Experience
-
-
United States
-
Financial Services
-
700 & Above Employee
-
Customer Service Representative
-
Jul 1981 - Present
Worked Monday's & Friday's doing paying and receiving duties for bank customers. Main function was to help full-time CSRs during busy days at the bank. Besides doing regular teller work I was also responsible for billing and processing safe deposit boxes payments. Madeira has numerous safe deposit boxes.
-
-
Lead CSR and Trainer
-
Jun 2004 - Jan 2015
Was in charge of making sure all CSR’s on the teller line were aware and updated with bank policies and procedures. Also made sure everyone knew how to do their job correctly while delivering outstanding customer service. Trouble shoot any customer problems concerning their accounts and helped resolve their problems.Trained and mentored newly hired CSR the bank’s procedures and policies. Also helped new CSR’s assimilate seamlessly with the current employees. It wasn’t always easy because of the big difference in ages among our group.
-
West Valley College
-
Saratoga, California
-
Financial Aid Account Analyst
-
Sep 1974 - Jan 1978
-
Saratoga, California
Processed and disbursed financial aid packages to students. Worked closely with collection agencies to collect delinquent student loans. Responsible for conducting 'Exit interviews' with students who had student loans included in their financial aid packages.
-
Bank of the West
-
San Jose, California
-
Notes & Collections CSR/Trainer
-
May 1971 - Aug 1974
-
San Jose, California
In charge of computing and billing commercial loan interests each month.Also trained newly hired manager trainees basic banking proceduressuch as paying and receiving customer transactions as well as other CSR related jobs at the bank like being the vault teller and disbursing food stamps each mo...
-
-
Education
-
1968 - 1971San Jose State University
-
1966 - 1968San Mateo College
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking and Financial Services”
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community