Anne Thieu

Customer Service Advisor

St George Bank

12.2022 - Current

Enhanced customer satisfaction by addressing and resolving issues in a timely manner.
Developed rapport with customers, fostering long-term relationships and repeat business.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Boosted sales of bank products through effective cross-selling and up-selling techniques.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Responded to customer inquiries regarding new accounts and account services.
Verified customer identity and reviewed documentation for accuracy.
Explained account terms and conditions to customers.
Greeted customers and delivered information about new account processes.
Collected customer information and completed new account forms.