Ashley M. Wilson
WARWICK
Summary
Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes account opening knowledge and expansive experience in personal and business aspects.
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services, and branch operations. Helpful New Accounts Representative committed to thoroughly interviewing individuals desiring to open new accounts. Skilled at explaining available banking services and preparing appropriate forms for new accounts. In-depth knowledge of sales and marketing procedures and techniques.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Personal Banking Representative
Citizens Bank
06.2022 - Current
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Enhanced branch reputation by consistently delivering excellent customer service experiences across diverse demographics.
- Ensured compliance with bank policies and regulations during all customer interactions.
- Collaborated with team members to develop strategies for improving overall branch performance.
- Managed a portfolio of high-net-worth clients, strengthening relationships through proactive communication and tailored financial advice.
Personal Banking Representative
BankRI
08.2016 - 06.2022
- Promoted financial products by maintaining excellent service offering knowledge.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Maximized revenue through improved sales techniques and branch productivity.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Expanded client base by promoting new financial products.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Manager
West Valley Inn
01.2009 - 08.2016
- Established and updated work schedules to account for changing staff levels and expected workloads.
- Applied customer feedback to develop process improvements and support long-term business needs.
- Onboarded new employees with training and new hire documentation.
- Continuously evaluated business operations to effectively align workflows for optimal area coverage and customer satisfaction.
- Quickly identified problem situations and skillfully resolved incidents to satisfaction of involved parties.
- Reconciled cash and credit card transactions to maintain accurate records.
Education
Certificate - Medical Assistant
Lincoln Technical Institute - Lincoln, RI
Lincoln, RI 09.2015
High School Diploma -
Toll Gate High School
Warwick, RI06.2005
Skills
- Financial advisement
- Banking
- Portfolio assessment
- Financial product knowledge
- Sales expertise
- Cash Handling
- Relationship building and management
- Revenue Generation
Certification
- Rhode Island Financial Skills Initiative, Fundamentals of Banking December, 31 2018
Timeline
Personal Banking Representative
Citizens Bank
06.2022 - Current
Personal Banking Representative
BankRI
08.2016 - 06.2022
Manager
West Valley Inn
01.2009 - 08.2016
Certificate - Medical Assistant
Lincoln Technical Institute - Lincoln, RI
High School Diploma -
Toll Gate High School
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