• Dual commercial banker and teller position. Handled transactions (deposits/withdrawals) and platform work. Met with clients at the desk to open personal/business accounts and CDs.• Accepted/submitted loan and HELOC requests and referred customers to Raymond James financial advisors for investment strategy.• Met quarterly referral goals set by Retail Sales department and documented sales/service-related activities in Salesforce.• Demonstrated professional, client centric, and service-oriented attitude.• Assisted customers dealing with fraud and scams. Reported suspicious activity and potential fraud in compliance with BSA/AML procedures.• Registered with the National Mortgage Licensing System & Registry. (NMLS ID# 2471024)• Proficiency in Microsoft Office Suite (Outlook and Excel). Answered customer phone calls, transferred calls to back office, and sent faxes and emails.