Beau Crawford
Medford
Summary
Dynamic banking professional with experience at KeyBank, excelling in consumer banking and account management. Proven ability to analyze financial documents and generate referrals, fostering strong client relationships. Recognized for attention to detail and effective conflict de-escalation, ensuring customer satisfaction and loyalty in a fast-paced environment.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Banker
KeyBank
Medford
08.2024 - Current
- Assisted clients with account openings and product selections.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Analyzed financial documents provided by customers to determine their needs.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
Associate Banker
Chase Bank
Medford
08.2021 - 08.2024
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Assisted customers with setting up or closing accounts, completing credit card applications and signing up for new services.
- Provided advice on different bank products and financial options.
- Opened, closed and updated accounts for customers.
- Evaluated client financial positions and identified most appropriate banking products.
Gas Station Attendant
S.A.C ENTERPRISES LLC
01.2021 - 08.2021
- Maintained clean and orderly work station.
- Checked customer identification for alcohol, cigarette, and lottery sales.
- Built trustful relationships with customers to encourage return visits.
- Cleaned up gas and other spills in accordance with spill procedures.
- Offered assistance to customers unfamiliar with fueling vehicles, demonstrating appropriate measures for pumping gas.
Education
GED -
Umpqua Community College
Roseburg, OR06.2018
Skills
- Consumer Banking
- Money Transfers
- Generating Referrals
- Reviewing Documents
- Analytical Thinking
- De-Escalating Conflicts
- Account management
- Attention to detail
Certification
- United Brotherhood of Carpenters and Joiners of America Pre-Apprenticeship Carpentry Certificate
- OSHA-10 Safety
- Scaffold Erection
- Green Awareness
- Drivers Licenses
Timeline
Personal Banker
KeyBank
08.2024 - Current
Associate Banker
Chase Bank
08.2021 - 08.2024
Gas Station Attendant
S.A.C ENTERPRISES LLC
01.2021 - 08.2021
GED -
Umpqua Community College