Customer Service Representative
Blom Bank
Total years of experience :9 years, 10 Months
- Compliance procedures, Looking after the short-term and long-term funding requirements of business clients and individual customers,
Advising clients on mortgages, raising and grant loans, Building relationships with high net worth individuals.
- Monthly reports to help decisions making, financial procedures, Budgets and targets monitoring, internal control framework, Deliver feedback on technical reviews, follow up on costs charged, advise on financial control system enhancements, public and private meetings, Financial capacity analysis of major players in the financial sector.
- Answering any financial and banking queries, Contributing towards policy-making, refIll ATM machines, BDL checks clearing, cards operations, issuance banking certificates and statements.
- Providing advice on investments, Maintaining a professional image at all times, working closely with small & medium-sized businesses, applying
forex and interest operations, proxies executions and remittances.
- Putting into effect new procedures and policies passed down from Head Office, Handling customer queries face to face, over the phone or via correspondence, Marketing new financial products or services.
- Analyzing financial reports, Advising companies on how to effectively use their money to grow their business, Presenting information clearly, work colleagues and third parties, Representing the bank within the local community, buy and sell shares, gold, solidere, GDR for clients.
- Verifying customer data to detect and identify financial fraud, Opening new bank accounts for individuals and also companies, Responsible for
cash management, Execution of payments, incoming and outgoing Transfers, Issuance of banker checks, salaries, domiciliations.
My main achievements in this job include:
brought onboard 3 corporate clients, which increased the bank’s annual revenue by 65%.
made my sales team grow by 10% despite the recession.
consistently achieved 100% of targets, delivering every job on time.
I worked extra shifts for three months in order to ensure customer satisfaction and upholding my organization’s goodwill during the period of financial crisis.
Was Led a team of associates into acquiring over 220 accounts in a period of just three months, increasing my bank’s growth rate by 13%.
- Processed daily client transactions, including deposits, withdrawals, money transfers, loan payments, and selling cashier’s checks, Accurately
maintained records of each transaction and ensured all documentation and paperwork was in place and within compliance.
- Assisted clients with various questions and concerns related to their accounts and bank products, Helped customers open and close checking accounts, credit cards, savings accounts, personal loans, and mortgages.
- Assisted client relationship managers at bank branch with customer account research and maintenance, Conducted each client transaction
efficiently, accurately, and effectively.
- Helped clients access their safe deposit boxes, cash boxes, and items in the bank vault as necessary. Issued traveler’s checks, cashier’s checks, money orders, and other financial options.
- Cash Drawer Balancing, Customer Confidentiality, Recordkeeping & Documentation, Accounting, Accounts Payable & Accounts
Receivable, Deposits, Loans, Transfers, Money Orders, and Withdrawals.
My main achievements in this job include:
I successfully processed 50 checks in one hour during a staff shortage incident on a busy day at the bank.
Successfully handled 1 million dollars cash within 15 minutes.
exceeded annual goals by aggressively selling the company’s new products and services to counter clients.
I successfully resolved a standing issue with a client, which had been in limbo for 6 months.
Chosen out of 50 tellers in 5 branches to perform advanced transactions, including foreign exchange.
brought onboard 3 corporate clients, which increased the bank’s annual revenue by 65%.
trained seven tellers (in batches of 5) as part of their training and induction.