Daily face-to-face interaction with clients, assisting them with their depository requests while also cross-selling products to benefit the branch on the quarterly goals. Daily collaboration with other teammates to resolve document errors. Assist with generating and completing daily reports for cash balancing and negotiable items.

Main Job Tasks were as follow: Customer service, answered multi-line phones, solicited for new or renewable customer business, received and posted loan payments to customer accounts, maintain cash drawer accuracy and security, prepared and processed loan applications, performed collection activities on delinquent accounts, and assisted the manager in all daily duties needed. Seasonal Tax Preparer for the office.

Main Job Tasks were as follow: Greeted customers, data entry, answered multi-line phones, made copies, send & received fax documents, kept files organized and secured, completed client's tax returns, and distributed tax refunds, if necessary.