High-achieving banking and financial Services professional with an extensive background in customer service, sales, client relations and Finance. A Self-directed and self-motivated team player who also works well independently.
Customer Service and Sales associate with expertise in identifying customer needs and recommending appropriate products and services customized to aid each individual customer in achieving financial success.
Talented Customer Service Associate skilled at balancing customer needs and company demands. Effectively building loyalty and long-term relationships with customers while achieving all individual sales and team goals.
Sales Best Practices
Strong Analytical Skills
Client Relations and Services
Strong Interpersonal/Communication Skills
Client Acquisition and Retention
Detail Oriented and Multi-Tasking
Personal Banker11/2015 to CurrentWells Fargo BankHouston, TX
Managing customer portfolio, servicing relationships, cross-selling and recommending products and services to customers and prospects based on customer needs and requirements.
Exceed every quarterly sales goal within every required parameter and metrics.
Process new account transactions, asking open ended questions to understand the financial needs of each customer and recommending customized solutions that benefit individual needs.
Acknowledging customers and leveraging lobby leading as a tool for managing risk, mitigating losses and creating a wow experience for customers.
Recognizing opportunities that are beneficial and with customer consent, referring to designated business partners thereby creating a caring culture about customer financial needs which potentially supports the banks growth initiative.
Branch Financial Sales Consultant12/2013 to 06/2015PNC BankCleveland, OH
Exceeded every production goal and maintained top performing spot in the district.
Established quality customer interactions that exceed customer expectations and experience.
Created and Managed Customer experience for Branch Banking customers and prospects.
Applying Product and Procedural knowledge to solve customer problems appropriately and efficiently.
Processed a variety of routine and complex financial transactions for customers including deposits, withdrawals, Credit applications, analysis and processing.
Ensured Operational and financial safety and soundness through awareness of customers, environment and leveraging lobby management as a tool for managing risk.
Demonstrated strong risk management culture through awareness, knowledge and sound decision making.
Licensed Personal Banker06/2010 to 09/2013JP Morgan ChaseWickliffe, OH
Responsible for opening, modifying, and closing new bank accounts for signatories.
Recommended special pricing rates by reviewing new service potentials to clients.
Reviewed and resolved posting and payment discrepancies.
Monitored daily cash activities including disbursement and receipt of funds.
Provided exceptional customer service experience constantly with effective lobby management.
Assist with the daily monitoring of banking activities to prevent errors and fraud.
Successfully coordinated and maintained bank accounts and client services while leveraging cross selling opportunities.
Proactively calling and meeting with customers to discover their financial needs and providing product and service recommendations.
Store Co-Manager12/2008 to 07/2009US BancorpWilloughby, OH
Coordinated several financial and operational functions within the organization which included supervising branch staff members, providing individualized coaching, and overseeing daily schedules.
Monitored customer service goals in order to ensure that superior customer service was provided at all times in addition to implementing staff goals related to service levels and sales.
Diffused difficult customer situations through the use of exceptional communication skills and developed unique strategies focused on increasing customer traffic within the branch.
Provided report updates, planning and implementing strategies that fosters and improves customer experience and satisfaction.
Ensured efficient branch operation while implementing plans to mitigate operational risks and losses.
Banking Advisor / Customer Support Leader02/2003 to 10/2008Sovereign BancorpEast Providence, RI
Troubleshoot customer issues and provided account maintenance at all customer levels.
Identified opportunities to sell other financial products and making financial recommendations.
Trained team members on technical issues and provide guidance on resolution.
Coordinated various special projects aimed at improving customer management and experience.
Resolved escalated calls from agents that needed assistance with customer issues and concerns.
Education and Training
Masters of Business Administration
MBAUniversity of Phoenix
Certificate in BankingNew England College of Finance
Bachelor of Science: Business AdministrationBusiness Administration