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6

banker

  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Provided direction and leadership to all employees to maximize productivity and bottom-line profitability.
  • Opened, closed and updated accounts for customers.
  • Worked directly with clients investing minimum of $[1000000].
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
7

banker

  • Engaged with new clients and referring more than $15 million in home and business loans
  • Successfully transitioned high value clients to Merrill Lynch and U.S. Trust
  • Exceeded quarterly goals by 30%
  • Assisted the business group with account opening and client maintenance 
8

banker

  • Processed Deposits, withdrawals, and loan payments.
  • Open, Closed, and managed accounts.
  • Maintained a cash drawer.
  • Networked to find and attract new business.
9

banker

  • Providing supervision to till operators
  • Daily banking for Kenilworth Racecourse 
  • Handling customer complains 
  • Building relationships with clients and employees 
  • Handling customer queries 
10

banker

  • Establish and maintain relationships with new and existing clients.
  • Analyze applicants’ financial status, credit, and asset valuations to determine their financial needs and recommend products that best suit the identified needs. 
  • Explain to customers the different types of products offered by the bank (Transactional products, Investment products, Credit products, Insurance products, Life products).
  • Stay abreast of new types of banking products and service that better meet customers’ needs.