- Provided financial advice to clients based on their needs and goals.- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.- Provided clients with financial advice and assistance in setting up accounts, loans, and investments through referrals to qualified partners.- Conducted regular reviews of clients financial standing to identify opportunities for additional products or services that could benefit them financially.

- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.- Built and maintained client relationships through quality, personalized interactions.

- Monitored employee performance and provided feedback for improvement.- Supervised and led employees to maintain productivity and customer service levels.- Communicated effectively with other departments within the organization regarding staffing needs or operational issues.- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.

- Performed audits of financial documents to ensure accuracy.- Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.- Ensured all transactions were properly and accurately processed through multiple systems such as Quickbooks and excel spreadsheets.- Assisted through various departments such as accounts receivable, accounts payable and collections.