Diana Skrypka

Assisting clients by proposing solutions to address financial objectives such as debt management, investment and other financial goals;
Planning business activities in order to meet weekly sales;
Selling and preparing documentation for approval of chequing and savings products, lending products including mortgages, secured/unsecured lines of credit, student loans, and investment products;
Initiating phone calls to book appointments with clients to discuss their needs and other financial solutions;

Accurately capturing and validating client's personal and financial information;
Submitting credit and loan applications;
Following standard problem resolution code and completing required documents.

Providing an exceptional client experience by meeting clients' service needs with the goal;

Processing client transactions;

Resolving client issues by being resourceful and showing empathy in a professional and understanding way; collaborating with colleagues and other business partners as appropriate;

Maintaining custody of cash holdings within authorized and delegated limits;

Completing end-of-day balancing; reconciling and balancing cash holdings

Selling and opening chequing and savings products for individuals and business clients;

Submitting credit and loan applications;

Processing transfers through international banking systems and SWIFT transfers;

Processing clients' payments received via Internet Client Bank system;

Acting as branch teller and cashier as required by daily volume.

• Managing, preparing, processing, and archiving legal files associated with payment via the Client-Bank system

• Auditing payrolls and tax calculations for accuracy and correctness.

Selling and opening chequing and savings products;

Submitting credit and loan applications;

Processing money transfers through international banking systems and SWIFT transfers;

Opening and maintaining agreements for client's safety deposit boxes.