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Advanced Business Banker Resume Example

Resume Score: 80%

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ADVANCED BUSINESS BANKER
Highlights
  • Cash handling Exceptional customer serviceSales expertiseReliableExcellent communication skillsFlexibleTeam playerOrganized
  • Time Management Skills
  • Account Opening
  • Answering Questions
  • Operating Systems
  • Community Activities
  • Strong work ethicFlexible scheduleTime management abilityBanking and financial services backgroundExcellent multi-taskersProficient in MS OfficeDetail-orientedExpert in MS Office SuiteHigh customer service standardsNegotiation competencyTroubleshooting skills
  • Bank Secrecy Act
  • Software Applications
  • Professional Manner
  • Customer Experience
  • Education
    1985
    GED - Computer Technology
    Virginia Randolph High GlenAllen, VA

    Tucker High SchoolRichmond, VA
    Summary

    Service-oriented Advanced Business Sales Representative Coordinator II with 17 years background in banking who consistently exceeds company objectives to secure client satisfaction and loyalty. Hands-on, client-oriented banking professional who implements creative investment strategies and is dedicated to continuous improvement. Driven and self-motivated Investment Banker with stellar sales ability and remarkable creativity.

    Experience
    Advanced Business BankerWells Fargo Bank | Glen Allen, VA08/2016 - 02/2020

    Resolved business customer problems and offered technical expertise to answer questions and concerns. Provided customers with a first-rate experience and developed long-lasting relationships. Consulted with small business customers to determine needs and means and propose personalized banking solutions. Established new customer accounts including checking, savings, lines of credit and loans, personal and business credit card and also investment products . Processed cash withdrawals. Maintained confidentiality of bank records and client information. Reviewed transactions for business customers to check accuracy and integrity. Examine d checks for identification and endorsement.Received regional branch recognition award for outstanding customer service.

    Delivered prompt, accurate and excellent customer service. Researched banking guidelines and statutory requirements to stay updated on new laws and applications. Exceeded customer satisfaction by finding creative solutions to problems.

    USAAUSAA Teleperformance | Glen Allen, VA01/2016 - 09/2016

    Check to ensure that appropriate changes were made to resolve customers' problems. Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions and resolving issues quickly. Served needs of as many as customers per shift, including collecting payments, tracking rewards and handling customer service issues. Achieved high customer satisfaction scores by de-escalating complaints quickly. Assisted online users via live chat, web conference and phone to resolve issues related to interface and troubleshooting issues for technical support.

    Advanced Banker Sales Representative IICapital One Bank | Glen Allen, Va10/2000 - 10/2015

    Complied with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

    Computed, recorded, and proofread data, records and reports.

    Monitored key performance metrics.Consistently complied with company policies and government regulations.Collected customer feedback and made process changes to exceed customer satisfaction goals.Provided accurate and appropriate information in response to customer inquiries.Demonstrated mastery of customer service call script within specified time frames.Addressed customer service inquiries in a timely and accurate fashion.Maintained up-to-date records at all times.Developed effective relationships with all call center departments through clear communication.Built customer loyalty by placing follow-up calls for customers who reported account issues.Established new customer accounts.Provided base level IT support to company personnel.Resolved customer complaints and concerns with strong verbal and negotiation skills.Displayed courtesy and strong interpersonal skills with all customer interactions.Assisted customers with technical issues via email, live chat and telephone.Handled a large volume of phone calls, chat and emails.Identified opportunities to upsell product and services.Reviewed support cases for technical and troubleshooting accuracy. I taken escalated calls for account management for all departments also send out general correspondence out to customer by request only for example credit reference or account closure .

    Reviewed transactions for business customers to check accuracy and integrity. Compiled information on new accounts, entering into computers and filing related forms and other documents. Interacted with prospects by asking appropriate open-ended questions to better understand products and services required Provided excellent service and attention to customers when face-to-face or through phone conversations. Performed account opening for investment accounts such as certificate of deposit and moneymarket products.

    Accomplishments

    Received award for customer service recognition and ability to work well with the other team members.

    Assistance with company systems such as Live Support and diligently completed all assigned tasks, working overtime as needed.

    Exceeded sales objectives in 2009.

    Achieved top 5 percentile in monthly sales in January 2008-July 2008. I received several rewards for top performers which I receive trophy and gift cards and lunch or dinner for each accomplishment . Also in the top 50 performers in the call center basis on customer service score and also 2 months or more perfect quality score of 6 perfect calls taken with inbound calls from clients.

    Skills

    Banking, Call Center, Cash handling, Strong interpersonal skills, Customer satisfaction, Customer service, databases, database management, Decision Making, Detail-oriented, Electronics, email, fashion, government regulations, Inside Sales, Inspect, IT support, Listening, Marketing, Money, MS Office Suite, Windows XP, negotiation, personnel, Persuasion, policies, problem solving, quality, quick books, quicken, Sales, script, take messages, Time Management, Troubleshooting, Vista and word processing and also provide excellent customer service by scoring 100% for more than 2 months from inbound calls from clients.

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    Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

    Resume Overview

    Companies Worked For:

    • Wells Fargo Bank
    • USAA Teleperformance
    • Capital One Bank

    School Attended

    • Virginia Randolph High Glen
    • Tucker High School

    Job Titles Held:

    • Advanced Business Banker
    • USAA
    • Advanced Banker Sales Representative II

    Degrees

    • GED - Computer Technology

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