- Montgomery Street, San Francisco, CA 94105
- Home: (555) 432-1000
- Cell:
- resumesample@example.com
I am a genuine banking professional passionate about building client relationships through excellent customer service. I have extensive knowledge of banking operations and regulations.
- Retail sales
- Organizational skills
- Exceptional communication skills
- Strong client relations
- Skilled problem solver
| - Excellent multi-tasking ability
- Audit compliance
- Self-sufficient
- Quick learner
- Dependable
|
Relationship Banker, 07/2011 to 11/2016
Wells Fargo – Auburn, CA,
- As a Relationship Banker, I was the contact for a select group of Chase's affluent clients, as well as other customers in the Branch.
- I managed their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances.
- I help acquire new clients by actively soliciting referrals and developing internal and external sources.
- Provide an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, and helping the branch meet sales objectives/goals
- Know and follow the Federal and State regulations and guidelines for lending and banking
- Excellent customer contact skills; comfortable asking questions/interviewing customers about their financial situation; strong listening skills
- Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations
-
Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
- Adhering to policies, procedures and regulatory banking requirements
-
Achievements:
Series 6, 63, and Life Insurance license for the State of Arizona.
Executive Assistant, 09/2010 to 07/2011
Able Services – San Ramon, CA,
- Manage office staff
Schedule client appointments
- Answer multiple phone splits
Multi-task between several programs throughout the workday
- Answer questions regarding client accounts
- Account follow-up and research
- Problem resolution and escalation callbacks
- Meet monthly quality expectations
Member Service Representative, 01/2008 to 03/2011
Texas Credit Union – Carrollton, TX,
- Provided excellent member service
- Answered questions regarding member loan products and services
-
Evaluating the member's needs and recommending products to fill those needs
- Opened and closed consumer loan applications and member accounts
-
Account follow-up and research
-
Meet monthly quality standards
- Cross-sell products
Clerk, 10/2005 to 07/2007
Coca-Cola Bottling Co. Consolidated – Essex, MD,
- Provided fast and excellent customer service
Multi-tasked between several customers throughout the workday
Meet monthly quality standards
Achievements and Recognition
High School Diploma: , Expected in 2006
Arrowhead Christian Academy - Glendale, AZ
GPA:
Associate: General Studies, Expected in 2008
Bob Jones University - Greenville, SC
GPA:
General Studies 3.6
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