Responsibilities
Worked amiably with customers on a daily basis regarding financial queries.
Processed client's deposits and loans requests.
Maintained and balanced petty cash funding daily.
Secured approvals and signatures from higher management for special requests.
Identified client's needs and recommended various products and services to address their
concerns.
Ensured that all records are filed accordingly through encoding of data in the bank’s centralized
systems and are hard copied, for back-up.
Provided account status and handled phone inquiries of clients.