Anthony Vannucci
Discovery Bay,CA
Summary
Organized and dependable banking professional who excels at processing high volumes of error-free transactions and meeting scorecard goals.
Sr. Retail Relationship Banker focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding mandates. Eager to take on higher responsibilities.
Overview
6
6
years of professional experience
Work History
Sr. Retail Relationship Banker
BMO
Antioch, CA
03.2024 - Current
- Provided training to new employees about retail banking operations.
- Maintained updated knowledge of bank products, services, promotions, policies, procedures, regulations.
- Monitored customer account activity to identify suspicious transactions or potential fraud cases.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
Relationship Banker
Bank of the West/BMO
Antioch, CA
05.2023 - 03.2024
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Built long-term relationships with customers by providing personalized service and support.
- Attended meetings with other bankers to discuss best practices related to relationship building.
Universal Banker
Bank of the West
South San Francisco, CA
03.2022 - 05.2023
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
Service Banker
Bank Of The West
San Francisco, CA
02.2019 - 03.2022
- Offered to take on additional shifts during holidays and other busy periods to alleviate staffing shortages.
- Managed customer referrals to help financial services team members capitalize on sales changes.
- Advised customers on bank products, services and financial planning options.
Education
Bachelor of Science - Business
San Francisco State University
2022
Associate of Science - Business-Accounting
San Diego Mesa College
2018
High School Diploma -
Liberty High School
2015
Timeline
Sr. Retail Relationship Banker
BMO
03.2024 - Current
Relationship Banker
Bank of the West/BMO
05.2023 - 03.2024
Universal Banker
Bank of the West
03.2022 - 05.2023
Service Banker
Bank Of The West
02.2019 - 03.2022
Bachelor of Science - Business
San Francisco State University
Associate of Science - Business-Accounting
San Diego Mesa College
High School Diploma -
Liberty High School
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