Professional Experience:
Chase Bank, Chicago IL Lead Teller-Operations Specialist 07/2012-Present
Deliver excellent customer experience and build rapport with clients. Make appropriate customer referrals on a monthly basis.
Schedule appointments and follow-ups for bankers. Follow procedures and protocol and focus on details and accuracy.
Handle and resolve customers complaints promptly.
Support the Branch Manager with all aspects of branch operations, including loss control, compliance and audit standards.
Helping to ensure branch staff is trained and follows policies and procedures, and operating within the guidelines of the bank’s Code of Conduct.
Accurate in processing and balancing transactions in a timely and efficient manner.
Cash handling over 300K.
Help tellers to accurately process customer transactions and to provide excellent customer service.
Demonstrated ability to perform and coach sales referrals.
Career Goals
I would like to a pursue a job as a financial analyst in the banking industry
Objectives
Short Term Goals: Be able to obtain my Bachelor's Degree and pursue my Master's Degree in accounting.
Long Term Goals: Get my CPA and move out of state for a better career opportunity.