Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
25
25
years of professional experience
Work History
Senior Relationship Banker
Heartland Bank & Trust Company
Lincoln, IL
02.2023 - Current
Modified, opened and closed customer accounts.
Leveraged customer service and sales abilities to consistently meet performance goals.
Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Identified financial needs of customers and presented appropriate product and service options.
Senior Universal Banker
Town and Country Bank
Lincoln, IL
01.2011 - 02.2023
Developed relationships with customers by providing personalized advice on their finances.
Conducted periodic reviews of account information to ensure that customers are receiving optimal services.
Explained the features of various products and services to customers in order to increase sales.
Maintained accurate records of all customer transactions.
Achieved or exceeded personal sales goals on consistent basis.
Assisted customers with loan applications and other financial services, such as setting up bank accounts, transferring funds, and opening certificates of deposit.
Provided exceptional customer service to a diverse range of clients, including those with complex financial needs.
Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Identified potential fraud or suspicious activity and reported it appropriately.
Teller
Town and Country Bank
Lincoln, IL
06.1999 - 01.2011
Prepared official checks for customer and internal bank needs.
Balanced daily cash deposits and vault inventory with zero error rate.
Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Verified amounts and integrity of every check or funds transfer.
Identified transaction errors when debits and credits did not balance.
Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
Education
High School Diploma -
Lincoln Community High School
Lincoln, IL
06-1999
Skills
Relationship Building and Management
Account Closings
Recordkeeping Requirements
Security Understanding
Money Handling
Banking
Customer Service-Oriented
Financial Services
Timeline
Senior Relationship Banker
Heartland Bank & Trust Company
02.2023 - Current
Senior Universal Banker
Town and Country Bank
01.2011 - 02.2023
Teller
Town and Country Bank
06.1999 - 01.2011
High School Diploma -
Lincoln Community High School
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