Kaylyn Davis Email & Phone Number

Receives and processes financial transactions including deposits, withdrawals, check cashing, loan/credit card payments and advances, cash advances, issuing savings/cashier's checks, and redeeming savings bonds.Perform a variety of miscellaneous tasks including balancing ATM, executing branch capture, completing branch recap, maintenance of member accounts, processing night depository transactions and acting as the vault tellerPersonally, maintains a balancing record in accordance with the teller balance standards.Abreast with Bank policies and procedures in order to effectively follow security procedures, handle/direct problems, complaints, and special situationsInitiates conversations with members to uncover their financial needs, cross-sells Bank products and services, and makes appropriate referrals to business partners to meet both personal referral goals Provides an exceptional member experience with all member interaction.Promoted to Personal Banker within 4 months, due to skill and job performance. Performing both Teller and Personal Banker transactions on a daily basis

Efficiently used digital communication channelsMet daily metrics of 70+ customer solves dailyUpheld company values and standards with a positive attitude and professionalism Built positive rapport with customers

Maintained extensive knowledge of company products to recommend items aligned with customer needs.Documented customer interactions in an internal database to maintain customer service history details.Resolved customers’ issues related to online purchases, late product deliveries and billing discrepancies to encourage good customer relationships.Engaged in cross-selling and up-selling activities to enhance customers’ experiences and generate revenue.

Used data entry and numeracy skills to compute daily banking procedures such as: Deposits / Withdrawals / Check Cashing / Cash Advances / Loan / Safebox Payments / Consumer and Business account opening and follow-up / Processing of domestic and international wire transfers / Routinely update account information Engaged with customers to effectively build rapport and lasting relationships.Excels in suggestive selling of bank products and services, contributing to increased bank productivity.Acquired Personal Banker School credentials.