Kade McWilliams

• Assisted customers with opening and managing checking, savings, CDs, IRAs, and other deposit accounts, ensuring compliance with bank policies and regulations.
• Listened to customers’ financial needs and referred them to appropriate products, including loans, credit cards, and investment services, to help them achieve their goals
• Collaborated with internal teams, including lending and investment departments, to provide a seamless banking experience.
• Resolved customer issues promptly and professionally, fostering long-lasting relationships with clients.
• · Build and strengthen customer relationships by utilizing excellent customer service and communication skills.

• Processed customer transactions promptly, minimizing wait times.
• Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.

· Review financial statements

· Evaluate the adequacy of the insured depository institution procedures and internal routines and controls

· Complete a thorough analysis of the earnings of an institution

· Compute capital ratios, reconcile capital accounts, and review account activity

· Review financial institutions’ liquidity, including analysis of fluctuations in loans, securities, deposits, and borrowing