Chantal Gomez

• Increased customer satisfaction by actively addressing concerns and ensuring timely resolutions.
• Override/ Approve teller transactions
• Call over teller transactions
• Monitored a great number of customer relationships through delivering fast, friendly, effective and efficient operations as well as handling customer queries and complaints on a daily to make sure they are resolved.
• Understand and determine customer needs to recommend solutions specific to those needs while exercising discretion in confidential matters.
• Performed cash management duties like loading and reconciling cash transactions between central cash and the branch.
• Completed daily, end-month, end – year branch reconciliations.
• Conduct regular training sessions to enhance the skills and knowledge of the operations team.
• Deliver quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence.
• Act as a brand champion for the bank, both internally and/or externally

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• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Helped clients make informed decisions about financial future.
• Conducted thorough analysis of clients' financial situations, including assets, liabilities, and income.
• Assisted clients in selecting appropriate financial products and services.
• Built and maintained strong client relationships through regular meetings and updates.
• Educated clients on financial concepts and strategies to enhance their understanding.
• Maintained detailed records of all cash transactions for audit purposes.
• Reconciled cash drawers and resolved discrepancies promptly.
• Monitored cash flow to ensure sufficient liquidity for operational needs.
• Conducted regular cash audits to verify accuracy and compliance.
• Coordinated with other departments to manage cash requirements
• Effectively trained and supervised junior cash handling staff.

• Complete a broad range of financial transactions (e.g., deposits, withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient manner
• Create an exceptional customer experience with every customer interaction and contribute to the ongoing improvement of the overall branch customer experience through service and advice.
• Identify customer needs and determine solutions to customer problems, and open a limited range of products and/or services for customers
• Assist with responding and resolving customer concerns, escalating when necessary
• Support the timely and accurate completion of business processes and procedures
• romote products, advice, services and banking capabilities
• Escalate non-standard or high-risk transactions / activities as necessary
• Support the achievement of business objectives by supporting advice goals
• Participate fully as a member of the team, promote team effectiveness and contribute to a positive workenvironment