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Digital Banker / Interim Branch Manager Resume Example

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DIGITAL BANKER / INTERIM BRANCH MANAGER
Professional Summary

I am a friendly, loyal and clearly dedicated individual who has an ambition to succeed in any given environment. Although I have extensive experience in the customer relation industry, I love to learn, and am always up to a challenge whatever the situation. I get along well with others, whilst also working efficiently on my own. I am seeking a position where I can develop and excel while giving my best to an employer and community. Demonstrated ability to identify client needs in order to close appropriate sales and deepen relationships in a fast-paced environment Ability to partner with clients on service needs and enhance the relationship through effective resolution Knowledge of and fluency in use of Smart Banking tools and technologies in order to facilitate remarkable client interactions Strong client service orientation Digitally-savvy; strong technical aptitude Results-oriented; self-starter, entrepreneurial -orientation Excellent verbal and written communication skills Ability to engage with and influence others Ability to think creatively to solve problems Product/service knowledge; expertise in articulating product/service information to clients High degree of precision: Ability to efficiently and accurately process multiple and large transactions Strong financial/business acumen Organized; ability to manage time effectively and to multi-task

Skills
  • Team building & Problem Solving
  • Proficient in Power Point, Excel, Outlook and Microsoft word.
  • Type 55 wpm.
  • Spanish as a second language.
  • Leadership skills
  • Opened the First Compact Smart Branch for Citibank in the USA.
Work History
Digital Banker / Interim Branch Manager, 08/2016 to 03/2018
Company Name – City, State
  • Approach and engage clients in a non-traditional, open architecture branch setting to identify the financial needs of the clients.
Personal Banker, 07/2013 to 08/2014
Company Name – City, State
  • Leverage customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients.
  • Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.
  • Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.
  • Cultivate partnerships with segment partners (e.g.
  • Commercial and Small Business, Home Lending, Financial Advisors) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.
  • Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.
  • Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.
  • Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.
  • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
Personal Banker, 08/2014 to 08/2016
Company Name – City, State
  • Leverage customer leads and other lead generation techniques (e.g., referrals, community outreach) to identify new prospects and cross-selling opportunities with current clients.
  • Conduct discussions with prospects to understand background and identify needs; clearly communicate potential solutions.
  • Execute integrated sales, relationship, and credit strategies that are aligned with the branch's business plan.
  • Cultivate partnerships with segment partners (e.g.
  • Commercial and Small Business, Home Lending, Financial Advisors) to obtain and provide appropriately qualified referrals; meet periodically with segment partners to review goals, discuss strategies, and solicit feedback and coaching.
  • Take ownership of the client experience including on-boarding and resolve service issues as appropriate through follow-up from self and other Citi resources following client transactions.
  • Assist in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.
  • Understand and consistently adhere to all operational controls to ensure the safety and security of client and bank assets; complete required regulatory/compliance training.
  • Provide Tellers and other branch staff with coaching and guidance on products and special programs, identifying client needs, and providing appropriate referrals.
Teller, 02/2011 to 07/2013
Company Name – City, State
  • Execute financial transactions in accordance with bank policies and procedures while maintaining an acceptable record in daily drawer balancing Listens carefully to the client and willingly assists with any questions or problems the client has.
  • Make sure all needs are met before concluding the transaction, making the client feel his/her time is being valued without being rushed Effectively execute all service and referral routines to deepen client relationships Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of customer and bank assets Exhibit strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels.
Floor Associate/ Cashier, 11/2009 to 12/2010
Company Name – City, State
  • Accurately and efficiently ring on registers and accurately maintain all cash and media at the registers.
  • Ensure that each customer receives outstanding service by providing a friendly environment.
  • Accepts cash, checks, or bankcards for payment; completes check and bankcard transactions according to established procedure.
  • Calculates discounts or references; requests customer identification for certain discounts and receipts as required.
Education
High School Diploma:
Skills
business plan, coaching, credit, client, clients, Financial, Team building, Leadership skills, legal, access, Excel, Outlook, Power Point, Microsoft word, network, policies, presenting, Problem Solving, safety, selling, sales, Spanish, 55 wpm, Type
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Resume Overview

Job Titles Held:

  • Digital Banker / Interim Branch Manager
  • Personal Banker
  • Teller
  • Floor Associate/ Cashier

Degrees

  • High School Diploma :

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