Personal Banker / Customer Service Representative
Current• Analyze business documents State license, EIN, Operating agreements, NGO, Certificate of ownership etc.• Interview business clients to determine business structures, types of business, customers, length in business.• Explain company consumer and business products and services; determine products best suit client situations. • Process loan applications for constructions, refinance, purchase, and HELOC loans from start to closing.• Order appraisals by using King County public data.• Seek to understand client banking needs and solve their problems. • Open consumer and business accounts as well as perform account maintenance. • Perform teller transactions, branch IRA contributions, and distributions. • Provide customer service to clients that enter the lobby.• Solve complex costumer service matters for diversity of clients. • Evaluate daily overdraft report, inform clients with negative balance and offer solution to bring account to positive balance.