Banking Assistant
Z&K
02.2025 - Current
- Advised customers of products and services and assisted bankers in delivering superior customer service.
- Completed e-learning plan and bank secrecy act training and maintained up-to-date banking knowledge.
- Partnered with high net worth customers and private bankers to answer complex questions and solve operational issues while delivering superior customer service.
- Imaged banking and loan documents, created computerized placeholders and built comprehensive electronic credit files.
