Years of experience in the financial industry and customer service. Highly organized, proactive, and punctual with a team-oriented mentality. Eager to learn and expand skills in operations while helping facilitate company growth.
Overview
2
2
years of professional experience
Work History
Branch Service Manager
Zions Bank
Salt Lake City, UT
12.2023 - Current
Implement and maintain operational policies and procedures to comply with regulatory standards and internal guidelines of Zions Bank.
Ensure that daily banking operations run smoothly.
Supervise and lead a team of branch staff, including tellers, customer service representatives, and other operational personnel.
Branch Relationship Banker
Zions Bank
Salt Lake City, UT
05.2023 - 12.2023
Advised customers on bank products, services, and financial planning options.
Helped customers open accounts, apply for loans, and make sound financial decisions.
Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Bank Teller
Zions Bank
Salt Lake City, UT
07.2022 - 05.2023
Explained bank services, financial products, and applicable fees to customers.
Performed Foreign Currency Transactions.
Managed bank's vault and cash inventory.
Ordered/Sold cash to LOOMIS depending on bank supply and demand.
Deposited customer checks, verified identification, and checked account balances in accordance with bank policy.
Account Manager
Discover Financial Services
Salt Lake City, UT
09.2021 - 06.2022
Exceeded sales goals by promoting bank products and services in customer interactions.
Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Education
University of Utah
Salt Lake City, UT
05.2024
Skills
Advanced in Microsoft Word, Powerpoint, and Excel
Pivot Tables and Chart Analysis
Account Management and Processing Transactions
Money Handling (including Foreign Currency)
Knowledge in Balancing Accounts and Mathematics
Bookkeeping
Customer Service-oriented
Fluent in 3 languages: English, Ukrainian, and Russian