MELIESHA MERCURIUS

Client Service and Relationship Management

• Greet and assist customers in-person, via phone, or online

• Identify client needs and recommend appropriate financial solutions

• Maintain long-term relationships to enhance client satisfaction and loyalty

2. Product and Service Sales

• Promote and sell a full range of financial products including:

• Debt collection

• Loans and credit lines

• Achieve individual and team sales goals

3. Account Management

• Open, close, and manage personal accounts.

• Process transactions accurately and efficiently

• Provide support with online and mobile banking platforms

4. Compliance and Risk Management

• Adhere to all financial regulations and anti-money laundering (AML) policies

• Verify customer identity and documentation

• Maintain confidentiality and protect sensitive information

6. Administrative Support

• Maintain accurate client records and follow up on documentation

• Generate reports and help with daily branch operations as needed

• Standing extended periods of time.
• Move items of 70 pounds and/or more regularly and repetitively lift weights of 40 to 50 pounds on raised surfaces.
• Managed cash transactions with 100% accuracy, ensuring customer satisfaction through fast and friendly service
• Assisted customers in placing orders, resolving complaints, and explaining promotions to boost sales
• Maintained a clean and organized workspace to enhance efficiency and customer experience
• Trained new employees on POS systems and cash handling procedures to maintain operational excellence