experience 082020present 072017042020 kit muller 406 kertzmann harbors philadelphia pa phone 1 555 612 1313 hand fay crooks banking phoenix az assist clients providing product consultation instructions utilize particular features using online knowledge help systems conduct research answer questions attending ongoing training achieve level skill needed solve complex problems constantly improved ever evolving technology building valuable relationships clients maintain highlevel client satisfaction resulting client retention referrals intermediate proficiency pcwindows related software ms office suite experience solid verbal written communication skills premier core knowledge experience collaborated levels associates managers internal external customers wintheiser inc banking detail oriented strong organizational skills appreciation follow proficiency excel microsoft programs strong research resolution skills complete bank reconciliations clear balancing items prepare deliver daily deposits bank manage general trust petty cash accounts manage preapproved payment automatic withdrawal processes issue cheques licensed insolvency trustee draws dividends creditors review process invoicesaccounts payable office process payment courtfiling fees documents related closure estates complete creditor mailings inquiries issue annual proposal payment statements prepare interim final statements receipts disbursements phoenix az education skills oregon state university bachelors finance basic knowledge organization business practices business philosophy ethics establish relationship trust clients concert private banker preliminary analysis compilation verification indexation financial information tax structures required process customer financing requests accordance standards established credit center completed threeyear college diploma academic equivalent related industry three years relevant experience ensure customer satisfaction loyalty developing personalized relationship meets needs client highest standard open commercial personal credit files perform various transactions behalf clients proactively handle client inquires questions regarding banking credit commercial services