Apryl Strass Email & Phone Number

Plano, Texas, United States

Responsible for all corporate-based retail activities, including oversite of Internet Retail Operations, wholesale account servicing, and all online banking services. Responsibilities also include management and training of personnel, policy and procedure implementation and regulatory compliance. Capable of resolving escalated issues arising from retail requiring coordination with other departments.

Portland, Oregon Area

Manage all aspects of personnel, including hiring, training and disciplinary actions.Ensure the security and safety of banking center, personnel and customers.Oversee every aspect of customer service, including, but not limited to opening accounts, performing account maintenance, and researching client issues. Maintain compliance with banking regulations and achieve satisfactory or above ratings on branch audits.Prepare and submit various reports as required or requested.Assist in special projects as needed.

Portland, Oregon Area

Managed and trained all branch employees on products, service, policy, procedure, security and compliance.Ensured branch met deposit, new account, customer service and audit goals.Developed new business through community involvement and various calling programs.Expanded existing relationships by uncovering additional product needs.Developed and maintained product knowledge in complex business services including: Cash Management, Account Analysis, Merchant Bank Card, ACH and Wire Transfer Services.Underwrote consumer loans up to $10,000.00; prepared loan files for larger consumer and small business loans insuring complete and compliant loan files were submitted to higher- level underwriters.Managed compliance and regulatory requirements pertaining to teller and branch operations.Protected bank assets, prevented operational losses and insured customer confidentiality.

Portland, Oregon Area

Actively supported the enhancement of client relationships by providing distinctive quality service.Handled customer error resolution and complex service needs.Supported the retention and growth of profitable client relationships through the sale of basic deposit and consumer loan products.Ensured compliance with operational, security, and audit procedures.Performed monthly balancing of general ledger accounts and auditing of negotiable items.Interviewed, coached and trained Client Relation Representatives/Tellers.Performed all functions of Branch Manager in their absence, for example: securing the branch, researching teller outages, and negotiating fee reversals.

Eugene, Oregon Area

Assisted members with account and service questions. Operated computer and telephone systems to access necessary information to complete tasks.Provided fast friendly and accurate service via the telephone.Maintained call per hour and loan per monthly goals.

Portland, Oregon Area

Developed and maintained retail bank client relationships. Cross-selling of multiple products and services. Analyzed personal and financial data to expand existing client relationships.Aggressively worked on making non-profitable relationships profitable. Developed and maintained an in-depth knowledge of products and services for Key Bank as well as their competitors. Maintained and exceeded sales goals.

Portland, Oregon Area

Processed all types of paying and receiving transactions. Performed functions such as selling and redeeming bonds, exchanging foreign currency, accepting loan payments, processing cash advances, batching visa drafts, and balancing coin machines. Maintained a thorough knowledge of products, services, rates, terms, and fees. Resolved complex questions and problems. Opened and closed safety deposit boxes, completed wire transfers, distributed mail; audited brochures, posters, and disclosures; paid bills, created new account kits.Maintained and generated new customer banking relationships and accounts. Developed and managed own sales plan to achieve sales revenue goals. Used customer profiling and interviewing techniques to understand the customer's financial situation.Applied knowledge of bank products and services to recommend appropriate financial solutions. In addition to selling retail banking products and services sold fixed rate annuities. Maintained and applied bank as well as securities policy and regulations.