Brooklyn O'Nan Email & Phone Number

Columbia, Missouri, United States

Responsible for being able to provide extensive personalized service to Private Banking clients with complex or specialized banking needs. Provide account consultation, including account enhancement suggestions. Serve as a customer liaison to other bank departments to support product and service adoption and to resolve service issues. Welcome new clients and open/establish new accounts, especially those clients served in partnership with commercial bankers and wealth/investment specialists. Maintain thorough knowledge of compliance guidelines for proper account set-up.

Columbia, Missouri, United States

Responsible for sharing and recommending the banks full scope of resources with customers, including traditional in branch services, digital capabilities, and business partner resources. Ensured that all individual goals were met through required levels of in person and outbound calling activities that provide an opportunity to share valued solutions and recommendations via a needs-based philosophy.

Columbia, Missouri, United States

Demonstrated knowledge of all retail bank products, services and specialty product lines. Maintained knowledge of all aspects of the teller line including processing transactions, balancing cash drawer and vault, and basic branch operations functions. Ability to perform other duties and responsibilities as assigned.