Internship
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Contributed in developing strategies for marketing campaigns aimed at increasing customer base.
- Developed a comprehensive understanding of the bank's policies and procedures related to customer service.
- Organized files containing confidential information related to clients' accounts.
- Identified needs of customers promptly and efficiently.
- Managed customer inquiries through phone calls, emails, or other forms of communication.
- Supported senior staff members in the completion of complex projects within deadlines.
- Prepared invoices, purchase orders, and expense reports according to company policies.
- Built positive relationships with realtors to produce client referrals.
- Handled cash withdrawals and deposits with accuracy and efficiency.
- Participated in training sessions conducted by senior staff members to gain knowledge about banking operations and regulations.
- Provided support to customers on various banking services such as loans, deposits and other transactions.
- Met with new clients and completed pre-qualification procedures.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Advised customers on bank products, services and financial planning options.
- Performed data entry tasks for maintaining accurate records of customer accounts.
- Maintained open communication with team members and stakeholders, resulting in successful project outcomes.