Ana Davidson
Hamilton,OH
Summary
Meticulous Banker excellent at juggling multiple tasks and working under pressure. Worked with Fifth Third Bank for 2 years and couple months. Areas of expertise include Personal Banker, Sales Manager, Assistant Manager, and Sales Representative. Strong leadership and relationship-building skills. Work very well with peers, employees and computer systems. Knowledgeable Personal Banker, skilled at building connections with customers to promote products. Excellent communication skills combined with analytical and attentive nature.
Overview
15
15
years of professional experience
Work History
Personal Banker II
Fifth Third Bank
Fairfield Ohio, Ohio
04.2020 - Current
- Work as One Bank to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Performed vault duties to handle large deposits and distribute currency to coworkers.
- Achieved consistent recognition as top Banker performed in top 10 of peer group.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Maximized revenue to 110% in 2021 through improved sales techniques and branch productivity.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
Personal Banker
Fifth Third Bank
Fairfield Ohio, Ohio
01.2020 - 04.2022
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Balanced cash drawers and vault accounts on daily basis
- Maximized revenue through improved sales techniques and branch productivity.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Retail Sales Consultant
Flash Wireless
Fairfield , Ohio
10.2019 - 12.2019
- Offered each customer top-notch, personal service and polite support to boost sales and customer satisfaction
- Coordinated efficient restocking of sales floor with current merchandise and accurate signage for current promotions
- Lead the initiative on keeping store products, promotions and sales up to date to increase overall revenue for the company
- Approached each problem with fresh mind and analytical strategies to quickly resolve concerns
- Protected purchase items with proper bagging and wrapping to prevent damage
- Resolved all concerns and questions to all customers while promoting a positive customer experience which increased retention of return customers to site
- Answered product questions with up-to-date knowledge of sales and store promotions
- Answered customer questions regarding merchandise and pricing
- Consistently met upsell goals by highlighting target merchandise with strategic promotional approaches
- Determined solutions for clients promptly and professionally
Sales Manager
US Cellular
Jacksonville, NC
03.2019 - 10.2019
- Measured team performance and reported metrics to leadership team members
- Championed portfolio management approach to ensure consistent discipline and methodology in achieving innovation goals
- Achieved lifelong aspiration through proven work ethic, dedication and ability to visualize and excel. Kept store in top 6 out of 20 stores in Eastern North Carolina
- Recruited, hired and trained all staff, providing direct supervision, ongoing staff development and continuing education to employees
- Collected and organized economic data for reports, meetings and policies
- Planned, managed and directed daily board operations to increase revenue
- Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock levels
- Coordinated logistics and supply effort for prompt delivery of services to customers
- Organized weekly staff meetings and logged minutes for corporate records
- Created PowerPoint presentations for business development purposes
- Coached 6 new employees on administrative procedures, company policies and performance standards
Part Time Retail Sales Consultant
US Cellular
Jacksonville, NC
06.2017 - 02.2019
- Performed cash drops or transactions, including carrying drop boxes
- Identified profitable business leads and built pipeline of prospective customers
- By providing excellent customer service, store went from 60%-70% to 85% by end of 2018
- Participated in weekly team meetings to develop better plans and revise proper protocols to meet objectives. Help assist Sales Manager on planning weekly meeting and help deliver the meeting to peers
- Accomplished top 3% of the company and earned trip fully paid to Mexico with spouse
AFLAC Agent
Aflac
Jackasonville NC, NC
03.2017 - 06.2017
- Provided leadership vision, direction, development and maintenance of multiple complex and high priority contracts between company and business partners, vendors and suppliers
- Consulted with internal and external clients via email and telephone correspondence to identify business needs and define technical requirements
- Informed clients of policies and procedures.
- Compiled lists of potential clients to develop and expand book of business.
Shift Leader
Planet Fitness
Jacksonville, NC
02.2017 - 05.2017
- Maintained clean and well-organized workout machines that members started personally appreciating directly to supervisors
- Delivered superior training and leadership to teams to boost performance and help team members achieve performance targets
- Signed up New Customers
- Help Resolved questions regarding membership contracts
- Help reduce churn
- Gym Grading went from 74% to 97% passing inspection due to organization and gym cleanliness
Manager and Assistant Manager
Cricket Flash Wireless
5411 Dixie Hwy
06.2009 - 12.2016
- Set and enforced policies focused on increasing team productivity and strengthening operational efficiency
- Supported staff development and goal attainment by focusing on skill development and job satisfaction
- Monitored employee performance and developed improvement plans
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service
- Coached team on effective upselling and cross-selling methods
- Kept work areas clean, organized and safe to promote efficiency and team safety
Education
1 year and half - Physical Therapy
Sinclair Community College
2017
Skills
- Budgeting and finance
- Conflict resolution
- Risk Management Processes and Analysis
- Client Assessment and Analysis
- Self-motivated
- Extremely organized
- Team Leadership
- Outgoing and Friendly
- Fluently Bilingual (Spanish and English)
- Can Multi-task in High-Tempo Environment
- Recruiting and Interviewing
- Staff Management and Supervision
- Customer Service
- Training
- Sales Growth
- Strategic Planning
- Operations Management
- Data Collection and Analysis
- Employee Scheduling
- Payment Processing
- Product Knowledge
- Loss Prevention
- Retail Metrics and Goals
- Building Customer Relationships and Loyalty
- Engaging with Diverse Customers
- Security Practices
- Energy and Physical Stamina
- Attention to Detail
- Time Management
- Reliable and Responsible
Additional Information
- Fifth Third Bank Jungle Jim's Bank Mart: Daissy Sanz (513)-858-4440
- US Cellular: Greg Sager/Store Manager can be reached through Linked In
US Cellular 1447 Western Blvd Jacksonville, North Carolina 28547
- US Cellular: Sales Manager in New Bern, North Carolina (315)-382-0218
Timeline
Personal Banker II
Fifth Third Bank
04.2020 - Current
Personal Banker
Fifth Third Bank
01.2020 - 04.2022
Retail Sales Consultant
Flash Wireless
10.2019 - 12.2019
Sales Manager
US Cellular
03.2019 - 10.2019
Part Time Retail Sales Consultant
US Cellular
06.2017 - 02.2019
AFLAC Agent
Aflac
03.2017 - 06.2017
Shift Leader
Planet Fitness
02.2017 - 05.2017
Manager and Assistant Manager
Cricket Flash Wireless
06.2009 - 12.2016
1 year and half - Physical Therapy
Sinclair Community College