Kevin Birch Email & Phone Number

Iselin, New Jersey, United States

Iselin, New Jersey, United States

• Analyzed ranges of financial data; balance sheets, income/cash flow statements, budgets, projections and trends. Proficient in spreading client’s financials to assess their current assets, liabilities and outstanding debts.• Managed (UAT) User Acceptance Testing for newly implemented underwriting system, while maintaining an active communication stream regarding open tickets with the implementation team.• Essential team member implementing new company wide underwriting system. Became very proficient and was able to train new and current employees. • Generated and delivered monthly and quarterly underwriting reports.

Iselin, New Jersey, United States

• Assist customers with online banking issues including resetting passwords, ordering new debit cards and providing any account balances. • Inform branches of errors with branches ATM's , notified branch if a technician will be on site to take a look at ATM. • Analyze with third party companies and listen to presentations on how to improve banks online banking system.

Fort Lee, New Jersey, United States

• Performed all audits of cash vault, including cash orders, deliveries and shipments. • Checked and review daily teller activities to ensure transactions are processed properly without any differences so branch proves out on a daily basis.• Completed monthly audits of entire branch with assistant manager• Managed clients in navigating through online banking process and answer questions and concerns.• Designed schedule with entire team of tellers weekly to ensure branch has proper team coverage scheduled at all times.

Fort Lee, New Jersey, United States

• Provided walk in and drive up banking clientele with customer service over 250 customers daily.• Adhered to all banking compliance, thus ensuring a balanced drawer on a daily basis.• Identified additional needs of bank clientele and cross-sold other banking products over 100 accounts sold in one month.• Covered for head teller when he/she was on vacation or out for company meetings.