Edgar Cobos Email and Phone Number

Conduct research, investigations, and validating customer deposit transactions via Mobile/ATM or at Branches. Contact Makers to ensure validity of items in question to remove doubt of authenticity on deposit transactions. Provide education for customers to prevent future occurrences of potential losses or communicate termination of relationship to minize risk and losses to customer and Bank.

Provided the customer assistance during short-term hardships, by explaining their auto loan and how the assistance would affect the term of their loan, the amount due, and how the assistance can help defer payments up to 3 months. Educated customers about short-term services and how we provide the assistance.

Create an engaging and positive work environment that promotes productivity. Manage risk by following policies and procedures and utilizing resources provided to ensure accuracy and quality of work. Provide solutions to customers that result in maintaining customer needs and financial well-being, as well as keeping within policy.

Conducting research, investigations, and validating customer disputed transactions. Be able to pay or deny claims based on Regulatory compliance. Providing education for customers to prevent future occurrences of potential losses. Help assist with new hire class by being a subject matter expert to new team members. Have the ability to do both consumer and business claims.

Provided mentorship and coaching to the Teller team. Developing future talent by providing leadershipthat emphasizes on communication to customer to deepen relationship between customer and Bank.

Provided financial guidance to existing customers that resulted in deepening the relationship between the customer and the Bank. Assessed and analyzed new and existing customers needs to provide products and services that best fit their current needs.

Processed transactions for customers in a timely and efficient manner. Uncovered financial needs through meaningful conversations that resulted in referral to Personal Bankers for more in dept conversations.