ruqaiyah evans

Corporate Client Banking- CSA- Portfolio Management

Recipient of multiple positive reviews acknowledging dedicated excellent customer service Answered on average of 25-35 calls per day by addressing customer inquiries, solving problems andproviding new product information; displaying empathy and concern Assisted clients with a wide scope of inquires and issues via email (20-30 daily) involving semi-urgent/non urgent request by submitting details for research; providing a reference number and informing them of the estimated SLA of completion Asked open-ended questions that assess customer needs; to ensure the request was understood Handled debit/credit inquires daily Served as the main liaison between clients, management/sales team. Advised clients of quarterly, semi-annually/annually interest that has accrued on their accounts for auditing-purposes; when requested Efficient with corporate treasury products and services Handled daily heavy flow of ACH, Wires, Alltel(accessing account details), Bank Statements/Invoices,Checks (MO/OC), Implementations set-up(Live Links), Online for business banking

Consistently meet or exceed sales goals as set by management Cross-sold full range of banking services for current and future clients Met with customers discussing financial needs and made appropriate referrals Knowledgeable on all services and products offered to clients Entered applications for loans in ALScom; such as Mortgages, Home Equity, Car loan, Secured Loans, and Unsecured Loan Retained customer relations by consistently providing excellent customer satisfaction Processed and exchanged all foreign currency daily Coordinated daily cash reconciliation at a high-volume location, delivered via Brinks, Garda, Loomis, etc Sold cashier's checks, traveler's checks and money orders; in addition to cashing savings bonds. Executed wire transfers, stop payments and account transfers. Handled large quantities of account transfers for clients (debits/credits) Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.

Open and closed the branch daily; having security alarm codes, keys to the branch, and vault combinations Managed a team of 8-10 tellers on my shift Balanced my drawer, as well as tellers drawers when necessary daily Monitored and balanced the cash vault daily under dual control Opened and closed accounts- checking, money markets, savings, and business accounts daily Couched tellers on ways to cross sell and advertise the accounts to ensure the branch made its monthly goals Handled client issues, questions, and inquiries to ensure we maintained client relationships and retention Was the first point of contact for clients and always available for my tellers to maintain a consistent steady flow on the teller line