Anthony Burns
Personal Banker
Menomonee Falls,Wi
Summary
Dynamic and attentive Personal Banker specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers. Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
10
10
years of professional experience
Work History
Personal Banker
PNC Bank
12.2022 - 05.2023
- Acquires and deepens the branch customer base through a variety of proactive sales and service activities
- Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing
- Collaborates with ecosystem partners to grow customer's share of wallet
- Positions PNC solutions to drive new revenue and customer loyalty
- Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty
- Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions
- Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships
- Creates customer loyalty and grows customer share of wallet through a differentiated customer experience
- Performs lobby engagement activities to connect with customers and position PNC products to meet their needs
- Educates customers on options for managing financial transactions by leveraging technology, tools and resources
- Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty
- Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits
- Demonstrates a heightened scrutiny to identify and avoid loss
- Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.
Relationship Banker
Chase Bank
07.2022 - 11.2022
- Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
- Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Adhering to policies, procedures, and regulatory banking requirements
- Cultivated strong customer relationships by providing tailored advice and services.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Assisted customers with completing required forms for opening and closing bank accounts.
CRC
U.S. Bank
03.2022 - 07.2022
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Personal Banker
Associated Bank
02.2020 - 12.2021
- 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.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Sales Consultant
Lexus of Milwaukee
12.2014 - 08.2019
- Have a thorough understanding of the CRM system called VIN Solutions
- I’m Master Certified through Lexus
- Expert in generating and closing deals
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided sales and customer service assistance to walk-in traffic
- Responded to telephone and in-person requests for information.
- Followed up with existing customers to provide additional support and address concerns.
- Maximized customer retention by resolving issues quickly.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
Direct Sales
Richard Bennett tailors
02.2013 - 12.2014
- Met customers in homes and businesses to discuss and demonstrate products.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Achieved or exceeded company-defined sales quotas.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
- Drove store revenue by offering customers accessories and related purchases to complete selections.
Education
No Degree - Business Administration
American InterContinental University
Schaumburg, IL06.2024
Finance - Business Administration, Finance
Online Trading Academy
Milwaukee09.2014
High School Diploma -
Harold Vincent High School
Milwaukee06.1989
Skills
- 2 years of management experience in retail sales
- Client Development and Retention
- Open New Accounts
- High Net Worth Individual Expertise
- Customer Satisfaction
- Interpersonal Skills
- Banking Operations Knowledge
- Client Interactions
- 20 years in sales, mostly in the Automotive Industry
- Leadership Skills
- Cash Handling
- Client Relationship Management
- Financial Product Expertise
- Negotiation Expertise
- Verbal and Written Communication
Working out and reading self improvement books.
I've been working out since I was in grade school and it is and has been a great way to relieve stress and help me focus. And I love to read books that helps me grow and be a better person.
Timeline
Personal Banker
PNC Bank
12.2022 - 05.2023
Relationship Banker
Chase Bank
07.2022 - 11.2022
CRC
U.S. Bank
03.2022 - 07.2022
Personal Banker
Associated Bank
02.2020 - 12.2021
Sales Consultant
Lexus of Milwaukee
12.2014 - 08.2019
Direct Sales
Richard Bennett tailors
02.2013 - 12.2014
No Degree - Business Administration
American InterContinental University
Finance - Business Administration, Finance
Online Trading Academy
High School Diploma -
Harold Vincent High School