Summary
Overview
Work History
Education
Skills
Timeline
Generic

ANTRINEKWA ROBINSON

Lancaster

Summary

Experienced at analyzing clients' financial needs and helping them achieve goals through sound financial management. Also helping business customers with products and services such as loans and business plans. Goals achieved were becoming a Business Advocate for the community. Traveling to stores, schools, etc to talk to different people in the community about different banking financial needs.

Flexible hard worker ready to learn and contribute to team success.

Confident Personal Banker professionally handling complaints and problems to build customer loyalty. Skilled in handling transfers, processing checks, and presenting financial products to customers. Solid knowledge of personal banking practices and regulations.

Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.

Friendly professional committed to maintaining high customer service ratings and presenting professional image. Experienced in expertly handling high volume of banking transactions per day and interacting with customers. Hands-on experience in reviewing reports for variances and performing follow-up and backup work duties.

Resourceful Personal Banker recognized for high productivity levels and efficient task completion. Possess specialized skills in customer relationship management, financial advising, and risk assessment. Excel at communication, problem-solving, and adaptability, ensuring seamless banking experiences for clients.

Skilled Personal Banker with effective background in financial services industry. Noted for strong client service skills, ability to assess customer needs and tailor banking solutions accordingly. Demonstrates prowess in cross-selling banking products and services, establishing long term client relationships, and contributing to business growth. Committed to maintaining up-to-date knowledge on banking products, trends, and regulations.

Hospitable professional offering personality, professionalism and communication skills to successfully engage new and existing customers. Adept at identifying and matching customers with products and services by conducting interviews and discussing financial needs.

Friendly employee knowledgeable banking regulations and regulatory compliance. Offers great communication, collaboration, and organizational skills.

Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.

Efficient professional in financial client services, known for high productivity and ability to complete tasks swiftly and accurately. Specialize in account setup, customer verification processes, and compliance adherence. Excel in communication, problem-solving, and organizational skills, ensuring seamless operations and exceptional client experiences.

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.

Outgoing student pursuing flexible part-time employment with weekend and evening shift options.

Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.

An organized and motivated individual, eager to utilize time management and organizational skills across diverse settings. Seeking entry-level opportunities to enhance abilities while contributing to company growth.

Experienced in fast-paced environments and adaptable to last-minute changes. Thrives under pressure and consistently earns high marks for work quality and speed.

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

20
20
years of professional experience

Work History

Personal Banker

Wells Fargo
Duncanville
08.2016 - Current
  • Experienced at analyzing clients' financial needs and helping them achieve goals through sound financial management.
  • Also helping business customers with products and services such as loans and business plans.
  • Goals achieved were becoming a Business Advocate for the community. My new goal is to become a Branch Manager or Risk Financial Crimes operations manager.
  • Traveling to stores, schools, etc to talk to different people in the community about different banking financial needs. Cash handling experience on the teller line. Cash auditing, cash handling training. Teller systems and teller operations.
  • Managed daily transactions accurately, fostering trust and reliability among clients.
  • Collaborated with team members to resolve customer issues efficiently and effectively.
  • Conducted financial assessments to recommend suitable products for individual customers.
  • Maintained up-to-date knowledge of banking regulations and industry trends for optimal service delivery.
  • Developed strong relationships with clients to enhance customer loyalty and satisfaction initiatives.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Provided customer service to clients, including answering questions and resolving issues.
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Followed operational standards, promoting security, risk management and compliance.
  • Cross-sold banking products such as credit cards, loans and investments.
  • Identified potential fraud risks on accounts and reported suspicious activities to management.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Greeted customers upon entering the bank and directed them to appropriate personnel or services.
  • Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
  • Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
  • Analyzed financial documents provided by customers to determine their needs.
  • Processed loan applications according to established guidelines.
  • Participated in training sessions regarding new banking products or services.
  • Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Met with customers to analyze financial needs and maximize sales opportunities.
  • Responded promptly to customer emails, phone calls and requests for information.
  • Maintained position of trust and responsibility by keeping customer business confidential.
  • Maintained accurate records of all transactions conducted throughout the day.
  • Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Used product knowledge and abilities to execute consumer loans and other services.
  • Monitored changes in laws related to banking policies and procedures.
  • Created strategic financial solutions to suit individualized client needs.
  • Researched customer inquiries and reported findings in a timely manner.
  • Collaborated with team members to meet branch targets and objectives.
  • Entered new account information into computers and filed related forms and other documents.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Used customer and bank records to investigate and correct errors upon customer request.
  • Examined checks for endorsements to verify legality of documents.
  • Approached prospective clients through emails and cold calling to consistently meet sales targets.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
  • Received mortgage and other loan payments by verifying payment dates and amounts due.
  • Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.
  • Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.

Insurance Sales Manager

Fred Loya Insurance
Lancaster
06.2015 - 08.2016
  • Company Overview: Insurance
  • My responsibilities were to help drivers choose the best insurance coverage for their vehicles.
  • I managed a small office of myself and 3 employees.
  • I managed and trained employees and helped in other stores that needed assistance.
  • Insurance
  • Developed training programs for new insurance agents to enhance product knowledge.
  • Managed daily operations of insurance sales team to ensure smooth workflow.
  • Oversaw implementation of customer relationship management systems for efficiency.
  • Coordinated marketing strategies to promote insurance products and services effectively.
  • Provided guidance and support to agents in closing complex insurance sales.
  • Serviced existing insurance clients by soliciting additional policy renewals.
  • Resolved customer complaints in a timely manner while adhering to company policies.

Customers Service Rep

Cash America
09.2011 - 07.2014
  • My responsibilities were to help customers with payday loans.
  • I also helped customers with pawn purchases and tickets.
  • I helped with scheduling employees and traveled when other stores were in need of help.
  • My goals were to become a store manager in 1 year.

Starbucks Supervisor

Crescent Court Hotel
11.2005 - 12.2011
  • My responsibilities were to help customers with coffee and pastry orders.
  • Schedule employees, open and close the store.

Education

Cedar Valley College - Business, Management, Marketing, and Related Support Services

Cedar Valley College

Skills

  • Financial analysis
  • Loan processing
  • Cash auditing
  • Risk assessment
  • CRM systems
  • Business development
  • Customer retention
  • Sales strategy
  • Team leadership
  • Operations management
  • Relationship building
  • Problem solving
  • Effective communication
  • Training and mentoring
  • Conflict resolution
  • Professional appearance
  • Upselling
  • Regulatory compliance
  • Cash vault audit
  • Attention to detail
  • Sales growth
  • Financial product sales
  • Branch operations
  • Increased revenue
  • Financial statements preparation
  • Customer financing
  • Financial advising
  • Banking regulations
  • Opportunity identification
  • Positive attitude
  • Verbal and written communication
  • Banking policies and procedures
  • Financial product expertise
  • Sales expertise
  • Cross-selling and upselling
  • Customer satisfaction
  • Portfolio analysis
  • Credit assessment
  • Wealth management
  • Revenue generation
  • Fraud prevention
  • Financial advisement
  • Relationship management
  • Banking
  • Financial strategy management
  • Loan application advisement
  • Relationship building and management
  • Account management
  • Customer service
  • Member support
  • Account maintenance
  • Loans
  • Loan application expertise
  • Transaction processing
  • Portfolio management
  • Cash handling
  • Issues resolution
  • MS Excel
  • Financial services
  • Accounting and finance
  • Safe deposit box oversight
  • Client relationship management
  • Interpersonal skills
  • Financial planning
  • Teller support
  • Rapport building
  • Cross-selling products
  • Business correspondence
  • Problem-solving
  • Software proficiency
  • Reliability
  • Product knowledge
  • Multitasking capacity

Timeline

Personal Banker

Wells Fargo
08.2016 - Current

Insurance Sales Manager

Fred Loya Insurance
06.2015 - 08.2016

Customers Service Rep

Cash America
09.2011 - 07.2014

Starbucks Supervisor

Crescent Court Hotel
11.2005 - 12.2011

Cedar Valley College - Business, Management, Marketing, and Related Support Services

Cedar Valley College
ANTRINEKWA ROBINSON