Banker
Merrill Lynch
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Opened, closed, and updated accounts for customers.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Provided advice on different bank products and financial options.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Evaluated client financial positions and identified most appropriate banking products.
- Processed customer applications and approved loans in accordance with bank policy.
- Developed and implemented strategies to reduce risk and increase profitability.
- Generated reports and analysis of customer data to identify trends and potential business opportunities.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Handled various accounting transactions.
