Highly detail-oriented and professional Financial Center manager successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management with over 6 years of experience.
Overview
6
6
years of professional experience
Work History
Branch Manager
Fifth Third Bank
04.2023 - 01.2024
Enhanced branch production rates by handling staff conflicts, evaluations, and hiring processes and coaching employees on company protocol.
Maintained friendly and professional customer interactions.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Submitted loan applications to underwriter for verification and recommendation.
Personal Banker
Fifth Third Bank
08.2021 - 04.2023
Provided customer service to clients, including answering questions and resolving issues.
Conducted account openings and closings for clients.
Greeted customers upon entering the bank and directed them to appropriate personnel or services.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Reviewed loan applications to determine creditworthiness and eligibility for approval.
Prepared documents for closing of residential loans including promissory notes, deeds of trust or mortgages, disclosure statements and other related documents.
Customer Service Representative
Atomic Credit Union
12.2019 - 08.2021
Answered customer inquiries and provided accurate information regarding products and services.
Developed strong relationships with customers by providing personalized assistance and support.
Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Reviewed loan applications to determine creditworthiness and eligibility for approval.
Analyzed credit reports to ensure accuracy of reported information before approving loans.
Indirect Lending Officer
Atomic Credit Union
08.2019 - 12.2019
Developed and maintained relationship with borrowers to ensure successful loan origination.
Analyzed borrower's financial information, such as income, assets, credit history and debt obligations to determine eligibility for loan approval.
Reviewed loan applications and supporting documents for accuracy and completeness according to company policies and procedures.
Teller
Atomic Credit Union
02.2018 - 12.2019
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Verified customers' identification to ensure compliance with laws and regulations.
Balanced cash drawers on a daily basis.
Answered customer inquiries regarding bank products and services.