Conducted professional client services including
accurate transaction processing greeting customers using their name during transaction process and thanking them for their business.
Offers proficiency in providing professional services such
as accurate transactions, credit and debit support, and handling account reconciliation, stop payments and transfers.
Work with Front Office investors and product desk personnel throughout the Private Bank and Investment Bank to
ensure accurate transaction processing regarding Ultra High Net Worth clients
Open and close cash registers, performing tasks such as counting money, charging credit cards, and balancing cash drawers using a computer to ensure accurate transactions
Those laws include the Fair Debt Collection Practice Act; the Fair Credit Billing Act; the Fair Credit Reporting Act; and the Fair and
Accurate Transaction Act.
Ensured
accurate transactions and accounting for thousands of dollars daily while maintaining high levels of customer service
(e.g. closing a deal or routinely processing
accurate transactions)
Provided superior customer service,
accurate transaction processing and maximized client solutions by referring clients for new products and services.
Excellent track record of effective merchandise presentation, prompt and courteous customer care, persuasive selling skills and
accurate transactions.
Required daily balancing of a drawer, providing excellent customer service, processing complete and
accurate transactions, and uncovering client needs.