Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Capable and highly organized when coordinating documents, supplies and project resources. Clear communicator and self-motivated worker with decisive nature necessary to manage independent work.
- Provided detailed health plan benefits to clients and their employees while staying compliant with current health reforms and state specific legislation
- Documented, organized and updated client data in Epic software for 20+ companies
- Worked closely with and assisted clients in updating health plans per employee due to life events to ensure most efficient and effective coverage
- Maintained current product knowledge through annual training to meet customer needs and increase sales
- Coached and trained teller staff to process transactions accurately and efficiently
- Identified sales opportunities and referred customers to branch associates for further financial services
- Completed accurate, high volume currency counts for entire branch
- Supervised staff to ensure high vigilance to avoid fraudulent transactions
- Established and maintained positive staff morale daily with morning meetings
- Provided assistance for tellers by using in depth policy and procedure knowledge to handle complex issues and transactions
- In coordination with branch management, identified and developed tellers that had a desire to further their career within the bank
- Opened & closed the branch following established safety procedures
- Established checking, savings & retirement accounts based on financial review of clients needs
- Identified additional sales opportunities to be referred to fellow business partners IE. Home loans, Auto loans, Business loans
- Supported teller team by handling needs of new and existing customers at main counter
- Maintained and balanced cash can daily
- Referred financial products and services based on client information and interactions
- Built rapport with local clientele while accurately handling their financial transactions
- Established personal daily sales goal with team to ensure branch sales productivity
- Completed federally required currency reports due to large dollar transactions