Ashley Avery
Sioux City,IA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
13
13
years of professional experience
Work History
Treasury Management Representative
Northwest Bank
09.2024 - Current
- Optimized cash flow by implementing efficient treasury management processes and systems.
- Developed a comprehensive knowledge of banking products and services, enabling effective recommendations for clients.
- Strengthened corporate banking relationships by proactively identifying and addressing client needs.
Personal Banker
Northwest Bank
10.2018 - 09.2024
- Building trust with customers to grow their household relationships.
- Educating customer’s, giving them option’s and then letting them choose their value’s.
- Opening various types of accounts, investments in CD’s and generating loans for customer’s.
- Producing loan documents in Laser Pro.
- Successfully being campaign champion and hitting the targeted goals.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Bank Teller
Wells Fargo Bank
06.2015 - 10.2018
- Keep confidential information secure
- Suggesting financial opportunities for customers
- Delivering exceptional customer service
- Circle of stars award
- Star recognition nominee award winner
Sales Associate
Versona
09.2015 - 02.2016
- Place special merchandise orders for customers
- Share knowledge and influence customer purchasing decisions.
- Provide the highest level of service to customers
- Successfully achieved sales goals.
Sales Associate / Key Holder
Claire’s
08.2012 - 09.2014
- Opening and closing the store
- Balancing opening and closing cash registers.
- Creating staff assignments
- Providing friendly and professional customer service
- Achieved key holder status at very young age
Education
Associate of Applied Science -
Western Iowa Technical College
Sioux City, IA05.2016
Skills
- Microsoft word/office/excel
- Strong conflict resolution skills
- Ability to communicate confidentially and professionally
- Works effectively through change, able to multitask
- Willingness to learn new things / adapt to changes in current workflows
Timeline
Treasury Management Representative
Northwest Bank
09.2024 - Current
Personal Banker
Northwest Bank
10.2018 - 09.2024
Sales Associate
Versona
09.2015 - 02.2016
Bank Teller
Wells Fargo Bank
06.2015 - 10.2018
Sales Associate / Key Holder
Claire’s
08.2012 - 09.2014
Associate of Applied Science -
Western Iowa Technical College
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