Benjamin Frank
Banker
Beaverton,OR
Summary
Banking professional with comprehensive experience in financial services, adept at managing client accounts and providing exceptional customer support. Known for reliability and capacity to adapt to dynamic banking environments. Skilled in financial advising and data analysis, fostering both teamwork and individual accountability.
Overview
4
4
years of professional experience
6
6
years of post-secondary education
Work History
Member Support Specialist
Unitus Community Credit Union
03.2024 - 12.2024
- Implemented feedback from quality assurance reviews, leading to improved performance metrics within the team.
- Contributed to the improvement of member retention rate by delivering exceptional support experiences.
- Nurtured a positive work environment that promoted collaboration among colleagues and fostered a culture focused on continuous improvement.
- Enhanced member satisfaction by promptly addressing and resolving inquiries and concerns.
Associate Banker
Wells Fargo
01.2022 - 09.2023
- Built and maintained relationships with 60+ individuals and small business clients, identified solutions to customer issues and banking needs, leading to 25% increase in customer retention
- Resolved issues related to online banking services, navigate the app and website, assisted consumer, corporate and small business accounts with online and mobile banking
- Provided advice on loans, time deposits, and DDA accounts to help ensure customers were best able to reach their financial goals
Banker Teller
Wells Fargo
01.2021 - 01.2022
- Responsible for providing exceptional customer service including efficient and accurate transaction processing
- Answering customer inquiries and referring customers to the proper service area for issues that cannot be resolved at the teller line
Education
High School Diploma -
Aloha High School
01.2012 - 01.2016
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01.2022 - 08.2023
Skills
- Customer Service
- Sales
- Account Management
- Client Success
- Problem Solving
- Microsoft 365
- Company Databases
- Client Based Applications
- Websites
- Loan processing
Timeline
Member Support Specialist
Unitus Community Credit Union
03.2024 - 12.2024
Associate Banker
Wells Fargo
01.2022 - 09.2023
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01.2022 - 08.2023
Banker Teller
Wells Fargo
01.2021 - 01.2022
High School Diploma -
Aloha High School
01.2012 - 01.2016
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