Al LeFaive
Green Bay
Summary
Successful at excelling in fast-paced, competitive banking environments. Strong customer service and sales abilities, along with an in-depth understanding of bank products and services. Proficient in updating accounts, processing transactions and identifying financial opportunities.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Associated Bank
04.2024 - 03.2025
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Associate Banker
BMO
12.2022 - Current
- Enhanced customer experience by addressing concerns and providing tailored solutions to reach their financial goals.
- Utilized computer systems for smooth and efficient transaction processing.
- Collaborated with team members to exceed my individual sales targets each quarter, and maintain high-quality customer service standards.
- Boosted branch revenue by cross-selling various banking products and services.
Service Sales Representative Assistant
Cintas
06.2022 - 12.2022
- Servicing customer accounts and doing deliveries
- Selling new products and services
- Adapting service plans to fit businesses wants and needs.
Floorcoverings Department Manager
Menards
01.2020 - 05.2022
- Increased department rank in total sales
- Gained the experience of a store remodel
- Improved at managing tasks and deadlines.
Education
Bachelor of Science - Finance
Northern State University
Aberdeen, SD05.2019
Skills
- Financial advice
- Sales proficiency
- Products and Services Knowledge
- Customer Service
- Cash Handling
- Prospect Calling
Timeline
Relationship Banker
Associated Bank
04.2024 - 03.2025
Associate Banker
BMO
12.2022 - Current
Service Sales Representative Assistant
Cintas
06.2022 - 12.2022
Floorcoverings Department Manager
Menards
01.2020 - 05.2022
Bachelor of Science - Finance
Northern State University
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