Assist customers with routine account-related requests such as funds transfers, automatic funds transfers (AFTs), stop payments, inquiries about bank deposit products and service chargesMaintain the bank’s files for currency transaction reports, customer safekeeping receipts, loan, and trust collateral receipts, commercial resolutions, powers of attorney, court orders and levies Contribute to the attainment of bank office sales goals and related objectives by promoting the bank's products and services and by generating leads and referrals.Research customer questions regarding electronic funds transfer and initiate “Reg E” disputes when appropriate, including the completion of all necessary documents and affidavits.Sell products and services to customers and recommend and refer to appropriate alternative investment options to customers.Provide exceptional customer service promptly and efficiently processing customer transactions and promote positive public relations.

Opened accounts for new clients on StreetScapeGenerated monthly reports on Excel to record new account activity, account model types, and stock market fluctuation effects on account growth and presented findings to financial advising teamReviewed client portfolios on Envestnet to ensure investments match client risk tolerance, time horizon and investment objectives Created client database of accounts in Excel to ensure accuracy of account distributions, deposits, withdrawals, and transfers of assetsResearched stock prices, expense ratios, and NAV on Morningstar to manage asset acquisition fees and ensure lowest cost basis for clientsAssisted financial advisors in modeling account trades based on allocations

Provide administrative support at the Career Development CenterInteract with students, faculty, and staff from diverse backgroundsAssist with special events, including career fairs, networking events and volunteer fairCreate Excel files to record job placements based on majors