Dedicated and diligent Senior Banker bringing 18 years' experience in the Financial Industry and looking for a challenging new role | Dedicated to building and strengthening successful customer relationships | Management and customer relations experience | Diligent with unsurpassed attention to detail and superior ethics | Focused on balancing customer needs with bank security requirements and sales targets | Knowledgeable about regulatory requirements and protection protocols.
Proficient in Microsoft Office | Word | Excel | Power Point | Outlook | Access | Share Point | Fiserv | Desktop Teller | Aperio | ProSign | Applink | Branch Capture | CRM Application.
Support the Sales and Services Managements by delivering observations and participating in coaching, mentoring and corrective action of team members | Ensure sales objectives are consistently met | Collaborate in developing a culture of success, rewarding performance, productivity and sales results | Assist team members in participating in the Sales and Service Protocol objectives | Oversee Financial Center operations and act as a Subject Matter Expert to ensure compliance adherence and understanding of all processes | Oversee adherence to mandatory Training | Assist team in participating in the Sales and Service Protocols and act as Subject Matter Expert of our Products and Services | Responsible for implementing operational policies, training and best practices | Made continuous business adjustments to improve branch operations | Ensure adherence to Cash Controls procedures, Security and Safety Protocols | Assume responsibility for the Financial Center' Sales and Operations protocols in the absence of Financial Center Manager| Responsible for staffing and the effective communication with the Financial Center Manager and Area Manager |
Provide support to existing and potential clients regarding bank products, services and regulations | Develop, expand, and manage new and existing client relationships while delivering exceptional service | Proficiency with teller transactions, cash balancing and cash controls | Establish and enforce existing relationships with new accounts, consumer and business products applications, promoting products and services | Process cash transactions, loan payments, loan payment extension requests, research and maintenance for customers while providing excellent customer service | Follow up with customers on various account and loan related matters | Maintain retention and successfully completing wellness calls campaigns.
Point of contact and liaison between customer service representatives, coaches, managers and customers | Mentor employees to reduce errors, increase productivity and ensure expected customer service levels | Devise and implement innovative customer service principles | Create and implement a department reference guide to support employees with policies and procedures that specifically applied to the Customer Service Center environment | Conduct Sales and Operational meetings for a large group of employees to ensure communication and understanding among the team | Maintain sales and compliance reports used for forecasting and business decisions | Responsible to the successful results of Customer Service Center compliance Audits | Participate in important software initiatives and their implementation
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