Highly motivated , dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
22
22
years of professional experience
Work History
Personal Banker
Citibank
10.2022 - 04.2024
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Core Market Account Resolution Team
Supported managers in implementing operational improvements that increased efficiency across the branch network.
Personal Banker
Citibank
06.2019 - 09.2022
Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.