Emily Laughlin Email & Phone Number

Madison Heights, Va, Us

United States

● Providing solutions to complicated and high energy situations with little to no supervision.● Deepening agents’ current relationships through personal connection.● Serving as a point of contact to Underwriting, Financial Professional, General Agencyand their respective staff. Proactively resolving any issues and inquiries.● Collaborating with multiple departments to ensure cases move through the system in atimely manner and are escalated as appropriate.● Providing robust and ongoing training and expertise to teammates on complex taskswhile handling own extensive personal workload and high level of responsibility.● Acting as a Subject Matter Expert to assist New Business Training in their update andclarification of job aids as well as additional projects and initiatives as assigned.● Creating a positive employee and customer experience through change management.● Excellent verbal and written communication skills; clear and effective.● Processing complex business transactions and case work in a timely manner.● Providing clear and concise feedback on any errors discovered to peers and leadershipas appropriate, as well as sharing where correct information can be found.

Lynchburg, Virginia, United States

Reviewing new Applications for discrepancies and preparing pending policies to be sent for signatures after formal Underwriter approval.Processing complex business transactions and case work in a timely manner.Providing clear and concise feedback on any errors discovered to peers and leadership as appropriate, as well as sharing where correct information can be found.Collaborating with multiple departments to ensure cases move through the system in a timely manner and are escalated as appropriate.Acting as a Subject Matter Expert to assist New Business Training in their update and clarification of job aids as well as additional projects and initiatives as assigned.Excellent verbal and written communication skills; clear and effective.

Balancing the branch’s General Ledger accounts daily and researching discrepancies.Finding and correcting errors in Teller work and Teller cash differences.Ensure branch paperwork is completed correctly and in good order for yearly audits.Deepening customers’ current banking relationships through personal connection.Researching and resolving customer issues through listening skills.Protecting the bank from fraud and impersonation by requiring proper identification.Recognizing stop signs of a fraudulent check and identifying counterfeit currency.Extensive cash management and cash handling.Training and supporting Tellers in cash management and cash handling.Processing complicated financial transactions in high traffic branch.Reviewing and approving complicated financial transactions in high traffic branch.Serving high volume ATM as part of a dual control team.Ordering, preparing, and receiving cash shipments.Performing Notary Public duties.Helping Tellers recognize cues and clues to match referrals to customer needs.

Helping Tellers recognize cues and clues to match referrals to customer needs.Deepening customers’ current banking relationships through personal connection.Satisfying customer complaints through listening skills.Finding and correcting errors in Teller work and Teller cash differences.Training and supporting Tellers in cash management and cash handling.Reviewing and approving complicated financial transactions in high traffic branch.Serving two high volume ATMs as part of a dual control team.Preparing and receiving cash shipments as part of a dual control team.Performing Notary Public duties.

Recognizing cues and clues to match sales to customer needs.Generating new business through cold calls and Teller referrals.Gaging and processing credit card applications.Opening new checking, savings, retirement, and time accounts.Deepening customers’ current banking relationships through personal connection.Referring qualifying customers to loan, insurance, investment, and mortgage partners.Performing Notary Public duties.

Extensive cash management and cash handling.Processing complicated financial transactions.Recognizing cues and clues to match referrals to customer needs.Referring qualifying customers to Personal Bankers.Deepening customers’ current banking relationships through personal connection.Protecting the bank from fraud and impersonation by requiring proper identification.Recognizing stop signs of a fraudulent check and identifying counterfeit currency.