Thoan Whitaker Email & Phone Number

Kent, Wa, Us

Bellevue, Washington, United States

- Provide banking services to personal and business account holders in a professional, friendly manner- Help to onboard and train new hires by providing shadowing opportunities and educate about different procedures and regulations - Help complete monthly and quarterly audits to ensure compliance with current policies and procedures - Perform outreach to potential customers to help achieve our branch goals- Work closely with Branch Manager to maintain strong relationship with our valued customers and reach out to small businesses prospects - Provide support to all branch members to help achieve daily operational excellence - Often served as the contact for branch facilities issues - Assist in interviewing new candidates for our branch - Prepare and finalize personal loan applications

Bellevue, Washington, United States

Provide banking services to personal and business account holders in a professional, friendly mannerStay connected with existing customers to maintain and strengthen relationshipsPerform outreach to potential customers to achieve branch quarterly goalsPrepare and finalize personal loan applicationsIdentify and pursue cross-selling opportunities to offer value added products and services based on customer needsProvide referrals to Mortgage, Financial Consultants and Relationship Managers based on customer needsPerform weekly balancing of ATM/ITMs and monthly cash audits to identify any discrepanciesAdhere to strict cash control and security requirements

Mercer Island, Washington, United States

Provide an excellent customer experience, ensuring all customers receive the support they needPlace cash orders for the branch and strictly follow cash receiving proceduresProcess more advanced transactions for customers such as opening accountsWork collaboratively with team members to help achieve branch goalsPerform account maintenance activities such as updating customer information and maintaining up-to-date contact informationPerform branch opening and closing procedures

Bellevue, Washington, United States

Greet customers with a smile and help them with any requests or questionsProcess and initiate various financial transactions for customers such as withdrawals, deposits, and payments with a high attention to detailReady workstation at start of shift, and balance cash and transactions at end of shiftTake incoming calls and handle customer requests in a friendly mannerGuide customers on how to best utilize self service tools such as mobile bankingMail out financial documents to customers

Accounting Associate In Applied Science, Accounting And Finance

Bachelor Of Arts - Ba, Banking & Finance