Summary
Overview
Work History
Education
Skills
Timeline
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Ashley Whalen

Coppell

Summary

Proven Personal Banker with a track record of fostering long-lasting client relationships and enhancing customer satisfaction at Texas Republic Bank. Excelled in relationship building and branch operations, leveraging attention to detail to exceed sales targets. Demonstrated expertise in client relationship management and financial transaction accuracy, significantly contributing to branch success.

Overview

7
7
years of professional experience

Work History

Personal Banker

Texas Republic Bank
05.2024 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts 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.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.

Seasonal Bank Teller Intern

Texas Republic Bank
05.2022 - 01.2024
  • Developed strong rapport with clients by actively listening to their concerns and providing helpful solutions tailored to their needs.
  • Enhanced customer satisfaction by efficiently processing transactions and addressing inquiries.
  • Strengthened team collaboration, assisting colleagues with complex transactions and problem resolutions.
  • Provided exceptional service to diverse clientele, fostering long-lasting relationships between customers and the bank.

Sales Associate

Gap Inc.
10.2019 - 03.2020
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.

Team Leader

Dunkin' Donuts
03.2018 - 09.2019
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
  • Managed conflict resolution among team members, fostering a positive and collaborative work environment.
  • Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.

Education

Bachelor of Science - Political Science

University of Oklahoma
Norman, OK
05-2024

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Client relationship management
  • Attention to detail

Timeline

Personal Banker

Texas Republic Bank
05.2024 - Current

Seasonal Bank Teller Intern

Texas Republic Bank
05.2022 - 01.2024

Sales Associate

Gap Inc.
10.2019 - 03.2020

Team Leader

Dunkin' Donuts
03.2018 - 09.2019

Bachelor of Science - Political Science

University of Oklahoma

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Ashley Whalen