Daphne Pugh Garrett
Raleigh
Summary
Experienced professional in personal banking, specializing in problem-solving and trust building. Proven ability to assess customer needs and promote financial products, enhancing customer engagement and loyalty. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Personal Banking Associate
Wells Fargo & Company
Raleigh
05.2007 - Current
- Authenticate customers with the proper IDs and update information when needed.
- Assisted customers in opening consumer and business accounts, credit cards, loans, and CDs.
- Collaborated with Partner Specialist to assess and address customers' specific financial needs.
- Satisfied customers' financial needs by utilizing lifesync resources, guiding them towards achieving their financial goals.
- Developed and maintained strong relationships with customers, ensuring a high level of customer satisfaction, loyalty and trust.
- Helped resolve customer disputes relating to bank charges or fraud.
- Educated customers on the benefits and convenience of using the mobile digital.
- Handled incoming customer calls regarding account inquiries and service issues; followed up with outgoing calls to set appointments and inform customers about promotions and benefits.
- Assisting teller line by Processing customer transactions accurately and efficiently and approval as needed, balance cash draw.
- Assisted customer with their Mortgage Loan, Process customers request for a deferral, extension, modification, payoff payments
Education
High School Diploma -
Pima Community College
Tucson, AZ05-1982
Skills
- Customer authentication
- Account management
- Problem solving
- Computer proficiency
- Data entry
- Digital banking education
- Financial product sales
- Risk assessment
- Trust building
- Cross-selling and referrals
- Teller operations
- Product promotion
- Operational risk management
- Loan origination
- Account opening
- Mobile banking support
Certification
- North Carolina Notary Public
Timeline
Personal Banking Associate
Wells Fargo & Company
05.2007 - Current
High School Diploma -
Pima Community College