Personal Banker II Resume Example Cadence Bank

PERSONAL BANKER II

Professional Summary

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.
Familiar with diverse banking and investment products, including deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.

Skills

Work History

Personal Banker II07/2019 to Current
Cadence Bank – Alpharetta , GA

Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Created innovative financial solutions to meet customer needs and provide competitive edge.
Continually boosted branch production and revenue by 106% by consistently meeting all monthly and quarterly sales goals.
Achieved consistent recognition as top sales performer.
Established rapport with new clients to increase satisfaction and loyalty.
Promoted all financial products by maintaining excellent service offering knowledge.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Maximized revenue through improved sales techniques and branch productivity.

Assistant Manager04/2019 to 07/2019
Wks Restaurant Group – Phoenix , AZ

Coached team on effective upselling and cross-selling methods.
Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
Submitted reports to senior management to aid in business decision-making and planning.
Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
Managed inventory control processes to restore back stock, control costs and maintain sales floor levels to meet customer needs.
Trained team members in successful strategies to meet operational and sales targets.
Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
Created organization systems for inventory control, merchandising, financial reports and schedules, dramatically increasing operational efficiency.
Kept work areas clean, organized and safe to promote efficiency and team safety.
Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.

Solutions Specialist09/2016 to 04/2019
Beyondtrust – Boston , MA

Supported efficient and timely replenishment of sales floor merchandise.
Completed setup, breakdown and product preparation for promotional displays and in-store demonstrations.
Supported loss prevention goals by maintaining accurate drawers and monitoring shopper behavior.
Provided accurate information about promotions, customer programs and products, helping drive high customer retention.
Used consultative sales approach to understand customer needs and recommend relevant offerings.
Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction.
Used POS system to process sales, returns, online orders and gift card activations.
Displayed merchandise by arranging in appealing and orderly way to boost sales.
Energized and motivated in performing sales floor activities including merchandising and selling.
Assisted customers with prompt and polite support in-person and via telephone.
Greeted customers and helped with product questions, selections, and purchases including in-store and e-service transactions.
Answered product questions with up-to-date knowledge of sales and store promotions.

Store Manager05/2011 to 09/2016
Fifth Wall – Des Moines , IA

Delivered positive results by controlling monthly operations budget and limiting financial discrepancies.
Oversaw receiving and display of incoming products, meeting planned promotions and seasonal rotation for sales events.
Engaged and interacted with customers to create positive shopping experiences and drive revenue growth.
Created work schedules according to sales volume and number of employees.
Rotated merchandise and displays to feature new products and promotions.
Set, enforced and optimized internal policies to maintain efficiency and responsiveness to demands.
Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
Completed quarterly profit and loss performance reports.
Trained and developed new associates on POS system and key sales tactics, which improved process flows.
Set effective store schedules based on forecasted customer levels, individual employee knowledge and service requirements.
Reported to district manager regarding all store and staff issues, financial goals and sales.
Reviewed performance data to monitor and measure productivity, goal progress and activity levels.
Managed, hired and developed top talent to strengthen workflow and productivity.

Education

Bachelor of Business Administration: General Studies04/2020Capella University- City, State

Certificate: Phlebotomy07/2013Stautzenberger College- City, State

Resume Overview

School Attended

Job Titles Held:

Degrees

Bachelor of Business Administration : General Studies 04/2020
Certificate : Phlebotomy 07/2013