Personal Banker Resume Example Chipotle

PERSONAL BANKER

Professional Summary

Personable individual with strong relationship building skills that equate to an efficient work-ethic both independently and in a team-orientated work environment
Self-directed in projects/research with experience in drafting and submitting final reports to department leaders and/or management
Skilled relationship manager with extensive experience aiding clients with up to $2MM in total assets
Knowledgeable group leader heading 15+ members in planning and coordinating events
Experienced in and enjoys connecting and problem-solving to achieve and exceed goals

Skills

Strong focus on accuracy and minute details
Strong, positive background in team leadership, agenda planning and time management
Self-directed and flexible in the work place
Reliable and punctual, valuing a neat and clean appearance
Willing and experienced taking charge to lead an efficient team
Fast and accurate work ethic

Results driven with the aim to exceed company goals
Eager to bond with others and create a cohesive work environment
Experienced in high stress environments whilst maintaining a calm demeanor
Personable individual whom enjoys learning about the clients and creating a solution
90+ WPM Comfortable Typing Speed

Work History

ChipotleKitchen Manager | Hillsboro, OR | August 2020 - Current

Delivered in-depth training to workers in food preparation and customer-facing roles to promote strong store performance
Oversaw food preparation and monitored safety protocols
Served as manager-on-duty for all BOH duties and responsibilities
Certified and trained staff on proper cooking procedures as well as safety regulations and productivity strategies
Ensured quality assurance by completing frequent checks of food on the line
Assisted general management manage inventory and prepare food pars for the day

Wells Fargo BankPersonal Banker | Hillsboro, OR | August 2019 - Current

Actively networked in local market to both increase client base and encourage existing clients to expand financial assets
Advised customers on deposit, loan and credit products and fostered the application of these new services
Processed completed loan and credit packages, boarding and funding these products to achieve individual and company goals
Conducted detailed financial reviews for business and affluent clients to fit appropriate products with the clients needs
Introduced clients and referred assets over to Wells Fargo Partners (ex. Home Mortgage, Financial Advisor, etc.) when needs were identified
Partnered with Home Mortgage and Home Equity consultants to facilitate application and the closing of such products
Championed risk management in all aspects of business areas, escalating issues promptly for effective resolution
Regularly utilized proprietary Salesforce software to manage client base and disposition profiles
Established rapport and heard concerns with new and existing clientele to ensure a consistent customer experience and loyalty

Tandem Property ManagementLeasing Agent | Portland, OR | October 2018 - August 2019

Maintained an average closing ratio of 61% conducting property showings, highlighting features and amenities to prospective residents both on and off site
Validated rental eligibility using Tandem's screening protocol
Directed prospects through all stages of the move-in process, from application to lease, creating and auditing industry standard documents meeting all state, local and federal housing requirements
Proficient with Yardi Voyager Residential Property Management Software
Conducted weekly property inspections, assessing possible breaches of both state and company standards and noticed respective parties accordingly
Marketed the property to local businesses through weekly outreach programs, networking with managerial staff and building deep relationships with employers and vendors
Provided excellent customer service, hosting monthly resident events to boost renewal rates and resident satisfaction
Knowledgeable of Fair Housing and HUD protocols including the successful completion of a REAC inspection
Navigated and resolved resident concerns, creating and issuing disciplinary action in compliance with company protocol

Honolulu Juice CompanyCrew Lead | Honolulu, HI | June 2017 - September 2018

Experienced in food service including a full breakfast and lunch menu in addition to large catering orders
Prepped pastas, quinoa, salads and more for the day's and day's next services
Consistently provided friendly customer service and hospitality to patrons
Cash register experience, with responsibility for balancing at end of day and additionally preparing bank deposits when necessary
Managed inventory through meticulous record keeping, placing orders when necessary to maintain acceptable stock
Responsible for creating day's task list and ensuring that goals were prioritized and completed according to timeline
Demonstrated a clean, sharp business image that reflected my pride for the product

Kalani High School - STEM CapstoneKalani High School Representative - Researcher | Honolulu, HI | August 2016 - May 2017

Project: Development of a program (written in C++) that would allow individuals with motor impairments the ability to type and communicate using eye movements
Worked alongside Kalani High School Mathematics Department Head Dr. Michael Ida
Submitted a 13 page research paper along with a poster presentation to a panel of accredited judges at both the district and state level
Received 1st in Category: Embedded Systems, in the State Science and Engineering Fair

Education

High School DiplomaKalani High SchoolKalanianeole Highway, 2017

In-Progress Bachelors of ScienceMechanical EngineeringOregon State UniversityCorvallis, OR | Expected in 2023

Resume Overview

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