Summary
Overview
Work History
Education
Skills
Certification
Work Availability
Work Preference
Quote
Timeline
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Bradley Robertson

Bradley Robertson

Lexington,KY

Summary

Proven achiever in wealth management and customer relations, I have excelled at Fifth Third Bank by surpassing performance metrics and fostering lasting client relationships. Use expertise in financial planning and investment advisory, combined with a goal-oriented approach, to significantly contributed to branch success. Skilled in banking operations and relationship management, I consistently delivered exceptional results.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Licensed Personal Banker

Fifth Third Bank
09.2023 - Current
  • Assisted in achieving branch targets through active participation in promotional campaigns and events.
  • Continuously improved knowledge of financial products and services through ongoing training, staying abreast of market trends and changes in regulations.
  • Facilitated the resolution of complex client issues in coordination with other departments, ensuring timely responses and satisfactory outcomes.
  • Exceeded performance metrics consistently throughout tenure as Licensed Personal Banker through diligent work and commitment to customer satisfaction.
  • Established rapport with clients through attentive listening, understanding their financial needs, and recommending suitable products and services.

Personal Banker

Fifth Third Bank
03.2020 - 10.2023
  • 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, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.

Teller

Fifth Third Bank
08.2018 - 03.2020
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.

Education

Bachelor of Science - Finance

University of Kentucky
Lexington, KY
05.2019

Skills

  • Goal-Oriented
  • Relationship Management
  • Investment Advisory
  • Creative Thinking
  • Relationship building and management
  • Banking
  • Financial Planning
  • Sales expertise
  • Banking operations knowledge
  • Loss Prevention
  • Wealth Management

Certification

  • FINRA; SIE, Series 6, Series 63, Series 65
  • Kentucky Department of Insurance; Life insurance, Health Insurance

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Location Preference

RemoteOn-SiteHybrid

Important To Me

Career advancementCompany Culture401k matchPersonal development programs

Quote

How many ideas have there been in the history of the human race that were unthinkable ten years before they appeared?
Fyodor Dostoevsky

Timeline

Licensed Personal Banker

Fifth Third Bank
09.2023 - Current

Personal Banker

Fifth Third Bank
03.2020 - 10.2023

Teller

Fifth Third Bank
08.2018 - 03.2020

Bachelor of Science - Finance

University of Kentucky

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Bradley Robertson