Universal Banker
Current• Effectively communicating with clients regarding products and matching the right financial solution for their benefit• Ordering funds and keeping branch in balance on daily accounting• Responsible for opening Commercial Accounts and processing Commercial Loans for high value clients• Opening accounts using tools to find the best account for the customer needs• Discovering needs for customers and introducing the best products to achieve financial success• Working alongside partners to bring success to merchant services, commercial funding, and investment services• Auditing and maintaining cash drawers to ensure all branch tellers were in balance• Accurately utilizing equipment and programs for clients in both cash handling and account maintenance• Assisting clients for lending needs for both personal and business loans and lines of credit• Ensuring company policies and procedures are being followed and holding others accountable via auditing of drawers and vault as well as security checks for company compliance