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.