Brendan Begley
Financial Professional
Cranberry Twp,Pennsylvania
Summary
Customer-focused financial services professional with extensive experience in banking and retail sectors. Proven ability to enhance customer satisfaction through strong communication and creative problem-solving skills. Recognized for driving business objectives and consistently exceeding performance targets. Aspires to leverage expertise to foster client relationships and contribute to organizational growth.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Personal Banker
PNC Bank
Gibsonia , PA
07.2023 - 10.2023
- Met with customers to analyze financial needs, assisted and advised customers on using online and mobile banking systems, and used every interaction to maximize sales opportunities.
- Helped customers open and close accounts, assisted in account maintenance, submitted loan and credit card applications, and helped them make sound financial decisions.
- Due to an incredibly difficult family situation, I decided to take a career break. I left my position in October 2023 to care for my son, who had been diagnosed with autism.
- While not ideal for my professional career, it has been a good, healing experience for me and my family.
- While being at home, I have continued learning new skills, acquiring further education.
- I have found a new love for data management, AI, and cybersecurity.
- Planning on pursuing further education and adding further financial and IT certifications to help bolster my skills and career moving forward.
Branch Manger
Farmers National Bank of Canfield Ohio
Cranberry Twp, PA
03.2022 - 05.2023
- Responsible for the administration and efficient daily operation of a branch, including scheduling, operations, sales, and security, in accordance with the bank's objectives, policies, and procedures.
- Facilitated and assisted with the merger of Farmers National Bank, Emlenton, with the Farmers National Bank of Canfield, Ohio.
- Made sure that all branch merger deadlines were met, and that all systems were ready, tested, in place, and operational prior to the merger.
- Managed and supervised a team of three branch personnel to achieve monthly sales goals and operate in compliance with all regulations and company policies.
- Maintained good relations with various internal departments, particularly wealth management and private client services, which helped in converting referrals into clients, and thus helped meet our loan and deposit goals.
- Maximized branch profitability by instilling in my team the importance of teamwork, superior customer service, and bank product knowledge.
Senior Personal Banker
Farmers National Bank of Emlenton
Aspinwall /Cranberry Twp, PA
12.2017 - 02.2022
- Delivered exceptional customer service, fostering robust client relationships, leading to portfolio expansion.
- Boosted bank's core deposits through effective engagement with high-net-worth retail and business clients.
- Collaborated with commercial loan and mortgage officers, and financial advisors to deliver optimal financial solutions for clients.
- Performed comprehensive financial assessments on accounts to recommend suitable banking products.
- Conducted training sessions for new hires on delivering exceptional customer service.
- Collaborated with management to develop sales strategies aimed at boosting branch productivity and customer satisfaction.
- Maximized every possible sales opportunity and customer interaction to increase individual consumer, business, and lending goals within the branch.
- Recognized as a top performer with balanced production in the region, promoted to senior personal banker within 9 months of the hiring date.
- Helped customers open and close accounts, assist in account maintenance, submit loan applications and make sound financial decision
Sales Consultant
Dons Appliances
Pittsburgh, PA
12.2016 - 08.2017
- Suggested appliances suited to customer needs and budget.
- Checked inventory availability for all appliances, and produced sales invoices for the customer, including the cost of delivery and installation.
- Prepared and monitored all sales orders through the pickup and delivery process.
- Cultivated productive relationships with my clients, resulting in repeat business and referrals.
Sales Consultant/Assistant Finance Manager
Lexus Of North Hills
Wexford, PA
12.2015 - 07.2016
- At Lexus I began my career as a vehicle delivery/sales consultant and advanced to working in the dealerships finance department.
- Facilitated customer arrangements for financing and procurement of additional protection options.
- Performed secure credit evaluations through verified financial sources.
- Instituted a program within the dealership that ensures all new customers are referred to the F&I department in order to optimize sales of financing products.
- Documented all customer financing files and loan documentation in a timely manner, ensuring that the dealership received credit and payment in full for each vehicle sale.
Education
Google Professional Cybersecurity Certificate |
Online05-2024
BBA - Retail Management
Dublin Business School
Dublin Ireland07-2012
High School Diploma -
Scoil Muire Agus Padraig (High School)
Swinford Ireland06-2002
Skills
- Credit assessment
- Relationship management
- Branch management
- Bank Audit and Regulatory Compliance
- Customer service
- Team Building
- Leadership and managerial skills
- Mortgage and loan origination
- Business Development
- Data Management and Analysis
Certification
- Currently pursuing CompTIA Security +
- NMLS # 1707577
- PA NOTARY PUBLIC
Timeline
Senior Personal Banker
PNC Bank
07.2023 - 10.2023
Branch Manger
Farmers National Bank of Canfield Ohio
03.2022 - 05.2023
Senior Personal Banker
Farmers National Bank of Emlenton
12.2017 - 02.2022
Sales Consultant
Dons Appliances
12.2016 - 08.2017
Sales Consultant/Assistant Finance Manager
Lexus Of North Hills
12.2015 - 07.2016
Google Professional Cybersecurity Certificate |
BBA - Retail Management
Dublin Business School
High School Diploma -
Scoil Muire Agus Padraig (High School)
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