Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
9
9
years of professional experience
Work History
Personal Banker
Valley Bank
10.2019 - 08.2023
Maintained up-to-date knowledge on bank products, services, and regulations to provide accurate information to customers
Cross-sold bank products and services to meet customer needs and provide options
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients
Exceeded bank expectations and goals
Personal Banker
Regions
05.2017 - 09.2019
Answered inbound calls in a fast-paced work environment, providing timely and excellent customer service
Responded to customer inquiries, providing information on bank accounts, policies, products, and services
Researched and resolved service-related problems
Increased client retention by offering tailored financial solutions aligned with their specific needs and goals.
Teller
Wells Fargo Bank
08.2014 - 01.2016
Improved customer satisfaction by providing efficient and accurate transaction processing
Assisted customers with account inquiries, resolving issues promptly and professionally
Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.