Finance/Customer Service
1
2345Strengthening customer service and office skills, Catherine held two positions within the banking industry. One was for a large commercial bank which primarily handled accounts for multi-national corporations and the second private bank handled personal and local business accounts. These positions entailed working within a fast-paced, high-volume cash-handling environment with daily face-to-face customer contact that required a high level of detail orientation, the ability to work as part of a team, work independently taking initiative to complete projects, while demonstrating institutional core values and spirit in all actions.
Establishing, retaining, and deepening relationships with customers and potential customers to achieve team sales goals by providing quality customer service. This included the ability to provide clients with information, data and advice, as well as responding to inquiries or complaints from customers and managing difficult situations.
Performing required documentation and reports with analytical skills and understanding of balance sheets and related ratios. Assisting with maintenance on customer accounts, reconciling branch general ledgers, new account, levies and subpoenas and rejected items processing.
The cash handling experience in these positions included: Ordering cash from the Federal Reserve and ensuring sufficient cash was available for branch use, maintaining cash inventory for the branch ATM and drive-up facilities, receiving deposits from armed guards, opening and verifying contents of shipment against receipt by accurately counting large sums of coin and currency.
Processing deposits, withdrawals, transfers and other issues concerning customer accounts accurately and efficiently to build customer confidence and trust, based on established policies and procedures. Ensuring regulatory requirements, such as Anti-Money Laundering and Bank Secrecy Act were adhered to as well as maintaining awareness of current fraud alerts and identifying fraudulent activity to prevent potential losses to the bank and successfully completing training on security procedures, which came in handy when Catherine was handed a note that read, "I have a gun!" and the bank was robbed.
Following all security procedures exactly as trained, Catherine remained calm, alerted supervisors and instantaneously began writing a detailed incident report. As banks in the USA are federal institutions, she was interviewed by the FBI and at a later date identified the bank robber in a photo line-up. Catherine was commended by the bank president and her supervisors and was left with a great story to tell when asked, "Do you have the ability to withstand and work calmly under pressure?"
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