Personal Banker I

Skokie,Illinois

Accounts Payable / Invoice Coding Internal / External Audits Internal Controls Work History Personal Banker I , 05/2019 to Current Fifth Third Bank – Evanston , IL Assisted customers with setting...financial options , Opened , closed and updated accounts for customers , Relationship Banker II , 05/2016 to 05/2019 MB Financial Bank , NA – Skokie , IL Processed 50 , 60...day , including reissuing statements , ordering additional checks and updating customer personal information in database , Expanded client base by promoting new financial products ,

Personal Banker I

Wells Fargo Vinton,Virginia

and productive relationships with individuals at all levels . Experience 01/2015 to Current Personal Banker I Roanoke , VA Leverage excellent relationship building and consultative selling skills to deliver...Emergency Medical Technology National Business College － Salem , VA Emergency Medical Technology Personal Information Quickly learn and master new systems , processes , and job responsibilities to produce

Personal Banker I

Wells Fargo Bank Bradenton,Florida

Microsoft Excel , Outlook , Power Point , Word (97 , 2000 , 2003 , XP and 2007+) Experience Personal Banker I June 2011 to May 2014 Wells Fargo Bank － Bradenton , FL Responsible for reaching monthly goals...opportunity they get to give world class customer service , by sitting the customer down with a banker to have their accounts reviewed . Perform general operations duties , such as balancing a cash drawer...products such as ; checking accounts , business accounts , credit cards , line of credits , personal loans , equity line of credits Partner with the Service Manager to develop a monthly action plan

Personal Banker I

Wells Fargo N.A Harleysville,Pennsylvania

regarding questions , product , and promotions . Experience Wells Fargo N . A Telford , PA Personal Banker I 12/2013 to Current Help customers with account issues , explain account fees , transfers ...Summary Highly knowledgeable , creative and result - oriented Banker with huge background in establishing and maintaining positive customer relationships , planning and delivering effective sales strategies...New York , NY Counter Manager 09/2011 to 12/2013 Recorded loyal customers in my client book with personal information to keep them updated on promotions , and new products ; relationship building Informed

Loan Servicing

Wells Fargo Bank NA Bennett,North Carolina

outstanding attendance record , consistently arriving to work ready to start immediately . Personal Banker I , 10/2015 to Current Wells Fargo Bank NA – Asheboro , NC Business Advocate At work Advocate

HLS Pipeline Specialist I

RBS CITIZENS BANK Providence Forge,Virginia

loan approvals and denials based on customer loan application reviews . 08/2010 to 03/2012 Personal Banker I WELLS FARGO BANK – Glen Allen , VA Directly responsible for promoting retail banking products...skills . Skills Financial analysis aptitude Work History 07/2013 to Current HLS Pipeline Specialist I RBS CITIZENS BANK – Glen Allen , VA Responsible for the daily preparation and distribution of Retail

Quality Assurance Analyst

Wells Fargo Bank N.A Elk Grove,California

as support for the platform team and inspects Sales Quality during Mid - Session reviews . Personal Banker I , 06/2009 to 10/2012 Wells Fargo Bank N . A – Orangevale , Ca Responsible for having conversations...as support for the platform team and inspects Sales Quality during Mid - Session reviews . Personal Banker I , 06/2009 to 10/2012 Wells Fargo Bank N . A – Orangevale , Ca Responsible for having conversations

Asset Management/Loan Processor Supervisor

Knight Capital Funding Miami,Florida

systems and company databases to update weekly/monthly financial reports and recurring analysis Personal Banker I 03/2011 to 02/2013 JPMorgan Chase – Miami , Florida Originated , reviewed , processed , ...Conducted several outside presentations for prospects that resulted in over 100 new accounts ; both personal and business . Built book of business that is comprised of over $ 1 . 8 million in brokerage accounts

Personal Banker 2

Wells Fargo Bank Holmes,Pennsylvania

September 2015 Wells Fargo Bank Glenolden , PA Personal Banker 2 December 2013 to September 2015 Wells Fargo Bank Glenolden , PA Personal Banker I August 2012 to April 2013 WSFS Bank Wilmington ...Summary Assistant Dynamic and reliable Assistant Branch Manager and Senior Banker with 15 years of retail banking customer service and management experience . Highlights Detail - oriented Cash

Marketing Assistant / Receptionist

Beatty & Wozniak, P.C. Aurora,Colorado

double the number of classes purchased during Jun . - Jul . 2010 . Marketing Coordinator / Personal Banker I Sep 2009 to May 2010 US Bank － Lone Tree , CO Acquired new customers through in - store marketing