Over 7 years in banking industry, extensive understanding of operational, compliance requirements and procedures. As an experienced Relationship Banker, I’m bringing in financial knowledge and exceptional customer service from fast-paced settings.
Overview
12
12
years of professional experience
Work History
Relationship Banker
Wintrust Bank
2025.01 - Current
Opening accounts, performing account maintenance and assisting with digital products for personal and business customers.
Assisting customers with loan applications and providing supporting documentations in a timely manner.
Quickly learned new systems to streamline daily banking operations through proficient use of different applications (FIS, Salesforce, CPS
Teller) and adherence to bank policies.
Recognizing potential fraud and managing other risks while actively practicing loss prevention.
Handles and escalates calls professionally, effectively resolving issues and ensuring client satisfaction at all times.
Building lasting relationships with new and existing clients to best tailor their financial needs.
Collaborating with business partners (Mortgage, Wealth Management, Treasury Management, Small Business Consumer and Commercial Lending) to connect clients to experts who can help with other specialized needs.
Maintaining strong knowledge of bank new procedures, products, services, and regulatory requirements to assist staff members with questions.
Support community and bank networking events.
Vault Teller/ Personal Banker
Frost Bank
2023.04 - 2025.12
Leveraged advanced knowledge of banking products/services and partners with other lines of business to deliver custom solutions that effectively addressed customer focused needs.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services including wire agreements.
Provided coverage in both personal banking and teller services while meeting consumer banking requirements standards.
Enhanced cash management efficiency by implementing streamlined vault processes and procedures.
Contributed to a positive work environment by fostering strong working relationships among colleagues.
Teller
First Community Credit Union
2018.01 - 2023.03
Exceed referrals on opening new accounts to assist personal bankers achieve their monthly goals.
Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
Performed all teller services including deposits, payments, and check cashing, while following the policy, guidelines and regulations.
Trained new tellers on proper procedures and policies.
Customer Service Representative
Kroger
2014.03 - 2018.10
Trained, monitored, and coached new hires on all front end policies and procedures resulting in stronger staff development and increased productivity.
Followed established policies and procedures for Western Union, money transfers, money orders, licenses, utility payments and gift cards.
Answered constant flow of customer calls with minimal wait times and responded proactively and positively to rapid change.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Provided back-up coverage for the service operations manager in their absence.