phyllis guerra

* Duties and Responsibilities * Ensure customer satisfaction by greeting and answering their questions * Tour your department to ensure it meets our customers' expectations * Work hand-in-hand with sales associates to get the job done * Prepare and plan for upcoming events that will impact your department * Ability to communicate, take direction at all levels, and turn it into action

* ⦁ Recommended loan approvals and denials based on customer loan application reviews. * ⦁ Reviewed loan applicants' credit histories, corporate financial statements and other financial information according to guide lines * ⦁ Processed and edited transactions within established policies and procedures to ensure operational excellence and accuracy. * ⦁ Complied with regulatory requirements, including the Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, and Privacy Act. * ⦁ Maintained strict confidentiality of bank records and client information. * ⦁ Verify, reconcile and balance inbound and outbound currency transactions. * ⦁ Maintained friendly and professional customer interactions. * ⦁ Provide exceptional customer service with every existing and potential customer * ⦁ Educate customers on all product offerings * ⦁ Safeguard and maintain customer records * ⦁ Reviewed collection calls on overdue loans * ⦁ Open and closed stores