Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bailey Beverage

North Prairie,WI

Summary

Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

4
4
years of professional experience

Work History

Personal Banker/ Training Mentor

Citizens Bank
07.2023 - Current
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Supported managers in implementing operational improvements that increased efficiency across the branch network.
  • Provided one-on-one coaching sessions for employees seeking additional guidance or support in specific areas of responsibility.
  • Implemented continuous improvement initiatives within the training program, ensuring alignment with industry best practices.
  • Improved trainee skill sets by developing comprehensive training materials and hands-on activities.
  • Established clear expectations for each mentee''s role, promoting accountability and fostering self-motivation toward goal achievement.

Personal Banker

People’s State Bank
02.2023 - 07.2023
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.

Personal Banker

Associated Bank
03.2021 - 02.2023
  • 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.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Education

Mukwonago High School
Mukwonago, WI
2018

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Positive attitude
  • Attention to detail

Timeline

Personal Banker/ Training Mentor

Citizens Bank
07.2023 - Current

Personal Banker

People’s State Bank
02.2023 - 07.2023

Personal Banker

Associated Bank
03.2021 - 02.2023

Mukwonago High School

Similar Profiles

CREATE PROFILE
Bailey Beverage