Branch Ambassador
Current• Support client/customer in all areas of the branch from cash handling and services needed. Reduce customer financial anxiety by helping to determine both personal and business financial needs. • Processing Power of Attorney, estate and trust papers. Educating customers on other banking channels as well as other products and services. • Personal Account and Business Account Opening like corporation, LLC, sole proprietor and non-profit organization. Business maintenance of account, adding, removing, changing information etc.• ATM custodian, control cash according to business needs, balance cash on weekly basis, report and action differences, ensure that the ATM cash is safeguard against unnecessary and preventable loss.• Vault Custodian assistance, providing cash support for the ambassador’s cash boxes in the branch to run a smooth flowing operation throughout the day. • Created and organized a Community Reinvestment Act (CRA) within the organization, an event that occurs every semester for a non-profit organization that aims to provide financial education and literacy to students. - Created and organized a Community Reinvestment Act (CRA) event every semester for a non-profit organization that aims to provide financial education and literacy to students. -Built a strong rapport with consumer and business customers contributing to a perfect monthly OSAT and CEMP Branch score. -Demonstrated expertise in resource management, streamlined procedure, and fostering team work to achieve a perfect BOA/BAR.
