Focused on results. Lending champion for Exton / Southeastern Pennsylvania. Top performer year over year with booked loan applications. Tailored solutions to meet clients needs
Overview
27
27
years of professional experience
Work History
Personal Banker
KeyBank
Exton, PA
03.1999 - Current
Analyzed financial needs of clients to recommend appropriate products and services.
Ensured compliance with regulatory requirements through diligent monitoring and reporting practices.
Collaborated with team members to optimize service delivery and achieve branch performance goals.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
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.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Expanded client base by promoting new financial products.
Streamlined loan application processes, reducing wait times and improving client experience.