Accomplished Personal Banker driven to increase branch revenue through innovative sales strategy. Adept in [Skill] with in-depth knowledge of [Area of expertise] and [Area of expertise]. Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Skills
Loans
Financial Product Knowledge
Client relationship management
Relationship building and management
Sales expertise
Compliance, banking laws and regulations
Consumer banking specialist
Work History
Personal Banker, 06/2017 to Current First Financial Bankshares – Montgomery, TX,
Expanded and retained client base by making proactive outbound calls to solicit banking and financial solutions through the Client Financial Review process. Currently managed portfolio of 382 relationships.
Contributed to branch production and revenue by consistently meeting quarterly sales goals. Year 2020 branch performance scorecard - 115.10%
Achieved Personal Banker scorecard in 2020, Q1 - Q4. Ranked 7th in Q1, 15th Q2, 2nd Q3, and 3rd Q4.
In 2020, booked 30 mortgage loans, totaling $15.3MM, and 25 home equity first-line's, totaling $5.8MM.
Demonstrated the bank's core values in every-day work ethic.
Complies with internal control systems. Adheres to rules and regulations to keep the branch environment safe and in compliance. Uses sound judgement to mitigate risk and avoid losses to the bank.
Consistently uncovers new business opportunities through outreach to clients, non-customers, and personal contacts. Conducted 358 Client Financial Reviews in 2020.
Actively participates in weekly meetings to understand and provide feedback in talking to bank-wide initiatives.
Collaborated with other areas of the bank, including Commercial Banking Group, Mortgage Banking Department, Wealth Management Group, Private Banking Division, and back offices to promote the bank and bring in new business.
Former Branch Service Ambassador 2018 - 2019. coaching, promoting, show-casing, and team-bonding to boost branch-level customer service ratings.
Former Branch Digital Ambassador 2018 - 2019. Promoted, collaborated, and coordinated activities and training to boost digital migration numbers.
Administrative Assistant, 06/2016 to 06/2017 Ocean Spray – Boston, MA,
Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels.
Handled client correspondence and tracked records to foster office efficiency.
Processed invoices and expenses using [Software] to facilitate on-time payment.
Managed spreadsheets and tracking
Coordinated and facilitated brokers opens, and company sales events.
Prepared meeting minutes and edited subcontractor proposals, project punch list, transmittals and memorandums for organizational support.
Created PowerPoint presentations for business development purposes.
Executed record filing system to improve document organization and management.
Scheduled office meetings and client appointments for team of [Number] professional [Job title]s.
Customer Banking Representative, 08/2014 to 04/2016 Pnc Financial Services Group, Inc. – Royal Palm Beach, FL,
Provided primary customer support to internal and external customers in fast-paced environment.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Achieved and consistently exceeded revenue quota through product and service promotion during routine calls.
Boosted sales revenue by skillfully promoting diverse [Product or Service] options.
Responded to customer requests for products, services and company information.
Educated customers on promotions to enhance sales.
Leveraged sales expertise to promote [Product or Service] and capitalized on upsell opportunities.
Full-time Teller, 06/2013 to 08/2014 Bank Of Hawaii – City, STATE,
Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
Executed wire transfers, stop payments and account transfers.
Checked amount details and fraud markers for transaction papers such as checks and money orders.
Exceeded quarterly sales goals by [Number]%.
Maintained teller drawer to perform bank transactions.
Processed quarterly vault and ATM audits with zero error rate.
Identified sales opportunities and referred customers to branch partners in financial services.
Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
Bolstered understanding of banking products and services by enrolling in available training classes and seminars offered to [Job title]s.
Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
Education
Bachelor of Science: Psychology & Communication, Expected in 06/2017 University Of Hawaii At Manoa - Honolulu, HI GPA:
High School Diploma: , Expected in 05/2006 Mid-Pacific Institute - Honolulu, GPA:
Affiliations
Hawaii Cyber Lions Club - Charter Member since 2019
Junior Achievement of Hawaii - Volunteer 2018, 2019, 2021
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