Andrew Rankin
Carson,CA
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Overview
10
10
years of professional experience
Work History
Virtual Banker
First Bank
10.2022 - 08.2023
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
- Developed and maintained strong customer relationships, providing exceptional service and advice
- Educated customers on features and benefits of banking products and services
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Banking Specialist
First Bank
09.2021 - 10.2022
- Sales
- Opened new accounts and made changes to existing accounts
- Supported tellers by processing transactions involving money orders, cashiers checks and payments
- Investigated and resolved account issues by offering applicable options to customers
- Helped customers prepare documents required to complete transactions and process requests
- Presented products and services to customers using in-depth knowledge to answer questions
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships
- Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
Personal Banker
Wells Fargo
12.2013 - 06.2020
- Worked closely with management to strategize sales techniques to increase branch production and customer service
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
- Cross-sold bank products and services to meet customer needs and provide options
- Promoted financial products by maintaining excellent service offering knowledge
- Followed up with customers to gather feedback and provide additional assistance
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients
- Expanded client base by promoting new financial products
- Presented new and additional products and services to existing customers
- Explained account terms and conditions to customers
- Greeted customers and delivered information about new account processes.
Education
High School Diploma -
Serra High School
Gardena, CACommunication
Harbor College
Los Angeles, CASkills
- Verbal and Written Communication
- Small Business Operations
- Persuasive Communication Style
- Retention Strategies
- Meeting Sales Goals
- Due Diligence
- Customer Transactions
- Taxation Understanding
Timeline
Virtual Banker
First Bank
10.2022 - 08.2023
Banking Specialist
First Bank
09.2021 - 10.2022
Personal Banker
Wells Fargo
12.2013 - 06.2020
High School Diploma -
Serra High School
Communication
Harbor College