I am seeking further positive advancement with my professional career in the banking industry. Looking to apply the knowledge and skills I have obtained throughout my professional experience.
Summary of Skills
Detail and Goal oriented.
Outstanding leadership skills.
Able to work with minimum supervision.
Outstanding sales and customer service background.
Top 5 Banker, 2011- San Diego District II (12 branches, 75 Bankers)
Top 5 Banker, 2012- Silicon Valley District III (10 branches, 70 Bankers)
Brought in $4 Million new money, consumer savings balance- 2012
Part of a team that raised deposit balance by 15% over previous year
Product Roll-Out
Part of a team that implemented a new platform to the branch, Chase Private Client, dealing with more affluent clients to offer concierge style banking.
Requirement is that the client have a minimum of $250,000 in deposit balance.
Since the roll-out, which was in October of 2012, I have referred 20 clients to that platform.
Professional Experience
First National Bank Texas - Licensed Relationship Banker Siloam Springs, AR, 01/2011 - Current
Responsible for offering and selling financial products and services to both consumer and small business customers.
Establish, develop, retain, and deepen long-term relationships with current and potential customers in the community.
Make Sales calls to current and prospective clients and make appointments to ensure my sales goals are met.
Work closely with my book of premier clients, keeping up with their banking needs and offering various different options to doing their banking.
Work closely with my partners in the branch, referring them every potential lead on the Investment, Mortgage or Business side of the bank.
Staying on top of my contact manager, appointment calendar, and outlook express to ensure that I am getting the most of all of the resources available to me.
Flir Systems - Personal Banker Pittsburgh, PA, 09/2004 - 03/2011
Responsible for offering and selling financial products and services to both consumer and small business customers.
Taking consumer and small business loan applications while ensuring all of the required information is obtained to comply with established policies and procedures.
Following up with the credit team to clear any outstanding contingencies.
Working closely with the credit and funding team until the closing process.
Communicating with the customer throughout the loan process from credit the decision up to going over the loan terms prior to funding.
Handle more complex loan products because of seniority and in-depth product knowledge.
Establish, develop, retain, and deepen long-term relationships with current and potential customers in the community.
Hold an officer position as well as the branch's small business specialist, formerly credit card and Consumer Real Estate (CRE) specialist.
Responsibilities include but are not limited to ensuring the banking center is meeting its goal in these sp.
Plainscapital - Customer Service Specialist Portland, OR, 03/2004 - 09/2004
Handled complex customer service issues in the banking center and on the phone.
Supported both the sales team and operations side of the branch in handling service requests and ensuring customer satisfaction.
Analyzed situations to possibly refer to business partners.
Identified customer needs as they arrived in the banking center and pointed them in the right direction to meet their needs.
Belle Tire - Teller Whitestown, IN, 03/2003 - 01/2004
Processed transactions accurately and efficiently in accordance with established policies and procedures.
Identified customer needs and referred financial products.
Ensured regulatory requirements, such as Anti-Money Laundering and Bank Secrecy Acts are adhered to.
Mackerel Jack's Trading Co - Assistant Manager City, STATE, 06/1999 - 04/2003
Was promoted in a short period of time to be part of a management team that managed operations in three different retail souvenir stores.
Supervised and directed six to ten associates in daily duties that included attaining to customer's needs in a retail environment.
Managed the inventory process by taking part in buying products for the store, overlooking shipping and receiving, and ensuring proper volumes are maintained.
Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.