Megan Erler Email & Phone Number

Hauppauge, New York

Smithtown, Ny

Ethically represent TFCU in all interactionsProvide excellent customer serviceAssist walk-in customers with banking needs, including accounts, loans and IRAsCross sell all other TFCU accountsKnowledgeable of ATM daily balancingAssist members with access to safe deposit boxesResolve customer banking issuesProactively learn about customer goals and offer appropriate financial solutionsProactively follow-up with new customers by phone to ensure a positive customer experienceResearch customer relationships for opportunities to enhance their financial positionProactively contact existing customers to retain and expand relationships with appropriate financial solutionsAssist in end of day proofingInform the Financial Services assistant manager of the condition and operations in the platform areaDemonstrate exceptional teamworkAssist with computer conversion utilizing new proprietary softwareCreated spreadsheets for use in-house utilizing Microsoft Excel

St. James, Ny

Maintained appropriate cash limits, cashed checks, established deposits, and issued cashier's checks, cash orders, traveler's checks, money advances, and funds transfers Processed cash, check and investment deposits and withdrawals. Performed cash management, customer service, balance cash drawer and petty cash management.Supported clients in every part of their banking experience. Opened and serviced new accounts, including savings, checking, CD and IRA, making recommendations for the best account for the customer's needs.

Hauppauge, Ny

Greeted clients with a smile while taking orders, both in store and at drive-thru.Prepared beverage and food and ensured quality and freshness standards were met.Ensured consistency of food quality by portioning and wrapping food and packaging take-out food.Maintained a comfortable seating area by clearing and cleaning tables, chairs and floors.Delivered fast, prompt and courteous service ensuring excellent customer service.Stocked refrigerators and kept records of the quantities of food used, rotated food supplies to keep it fresh.Received and processed payment for food items purchased, checking to ensure goods delivered were goods ordered.Trained new hires, detailing corporate expectations on excellent customer service

Bachelor Of Science (B.S.), Accounting And Business/Management

Activities and Societies: Accounting Society

Bachelor Of Science (Bs), Business/Management/Accounting, 2.97

Activities and Societies: Accounting SocietyMy degree is in Business Management, which is a generalist degree. As I have an interest.