Lenard Smith

Under moderate supervision, provide sales, service and loan support to Relationship Managers, Commercial Credit staff, and Sales Leaders managing and supporting Commercial client portfolios.

• Responded to all client inquiries and asked appropriate questions to facilitate resolution.
• Followed up with customers about resolved issues to maintain high standards of customer service.
• Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process.
• Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.

• Completed operational functions such as approving transactions, cash control, branch security, internal control.
• Responsible for coaching and development of Tellers, and Operations of Teller line
• Established internal audit procedures to validate and improve accuracy of financial reporting.
• Coached tellers on best ways to comply with internal controls, operational procedures and risk management policies.

• Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
• Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
• Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.