Avi Klein
Pittsburgh,PA
Summary
Reliable and responsible professional with 20 years of customer service experience
Overview
25
25
years of professional experience
Work History
Universal Banker
WesBanco
2021.10 - Current
- Provided personalized customer service on the phone and in person.
- Processed various banking transactions accurately, ensuring compliance with policies and regulations.
- Assisted customers with understanding bank processes and products.
- Demonstrated proficient use of banking software.
- Ordered cash for branch and customer needs.
- Prepared and received cash shipments.
- Monitored bank vaults to ensure cash balances are correct.
Assistant
American Financial Mortgage Corporation
2020.08 - 2020.12
- Assisted loan officers.
- Created and organized files for refinance/purchase.
- Safeguarded sensitive information through proper documentation handling, data entry, and record maintenance procedures.
Bank Teller
WesBanco
2019.12 - 2020.08
- Assisted customers on the phone and in person.
- Maintained a balanced cash drawer.
- Balanced vault at end of business day.
- Answered customer inquiries regarding account balances, transaction history, services charges, interest rates, and transaction disputes.
- Provided customer records, account statements and copies of checks.
Customer Service Associate
Robert Wholey and Company
2001.11 - 2019.12
- Processed customer payments using POS system.
- Trained new staff on systems and customer service.
- Maintained monthly stock inventory control.
Producer
ESPN Radio
2001.08 - 2010.09
- Operated radio controls and systems.
- Coordinated commercial logs.
- Set up remote broadcasts.
- Screened call-in guests for talk shows.
Education
Certification - Accounting
Community College of Allegheny County
Pittsburgh2015-05
Bachelor of Arts (B.A.) - Communications
Davis And Elkins
Elkins, WV2001-05
Skills
- Customer Service
- Accurate data entry
- Cash handling
- Processing payments and transactions
- Reconciliation and auditing procedures
- Navigating banking software systems
- Security protocols
- Opening and closing procedures
- Adherence to policies, procedures and legal standards
Timeline
Universal Banker
WesBanco
2021.10 - Current
Assistant
American Financial Mortgage Corporation
2020.08 - 2020.12
Bank Teller
WesBanco
2019.12 - 2020.08
Customer Service Associate
Robert Wholey and Company
2001.11 - 2019.12
Producer
ESPN Radio
2001.08 - 2010.09
Certification - Accounting
Community College of Allegheny County
Bachelor of Arts (B.A.) - Communications
Davis And Elkins