Brian Blake
North Richland Hills
Summary
Dynamic retail banking professional known for exceptional account management and financial assessment skills. Committed to fostering strong client relationships and ensuring compliance with regulatory standards while driving branch success.
Overview
4
4
years of professional experience
2021
2021
years of post-secondary education
Work History
Retail banker II
Woodforest national bank
Dallas
03.2025 - Current
- Assisted customers with account inquiries and transactions at Woodforest National Bank.
- Processed deposits, withdrawals, and loan payments efficiently and accurately.
- Educated clients on banking products and services to enhance their financial literacy.
- Maintained compliance with bank policies and regulatory requirements consistently.
- Collaborated with team members to ensure smooth daily operations and customer service.
- Promoted bank promotions and services to increase customer engagement and awareness.
- Explained bank products and services offered in detail so that customers can make informed decisions.
- Developed marketing strategies for branch promotions aimed at increasing customer traffic.
- Tracked sales goals set by the branch manager and implemented plans accordingly.
- Resolved customer complaints quickly and efficiently while maintaining a professional attitude.
- Balanced cash drawer daily and maintained accurate records of all transactions conducted at the branch.
- Processed new accounts including checking, savings, certificates of deposit, and IRAs.
- Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
Server
Red Robin
Dallas
12.2024 - Current
- Provided excellent customer service to enhance dining experiences.
- Took and processed customer orders accurately and efficiently.
- Collaborated with kitchen staff to ensure timely food delivery.
- Assisted in training new servers on menu items and service standards.
- Managed cash transactions and processed payments promptly.
- Addressed customer inquiries and resolved issues effectively.
- Supported team members during busy shifts to ensure smooth operations.
- Provided exceptional service to high volume of daily customers.
Senior banker
First convenience Bank
Fort Worth
12.2023 - 11.2024
- Managed customer accounts and provided tailored banking solutions.
- Assisted clients with loan applications and financial product inquiries.
- Conducted financial assessments to evaluate client eligibility for services.
- Developed and maintained relationships with customers to ensure customer satisfaction.
- Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Achieved or exceeded personal sales goals on consistent basis.
- Completed daily cash balancing and operated ATMs.
- Managed daily operations of the bank branch, including staff supervision and training.
Front of House Employee
Mcalisters
Fort Worth
03.2022 - 12.2023
- Managed guest seating and ensured efficient table turnover.
- Provided friendly and attentive customer service to enhance dining experience.
- Coordinated with kitchen staff to facilitate timely food service.
- Handled cash transactions and maintained accurate cash drawer balance.
Education
Birdville High School
Fortworth, TxSkills
- Account management
- Financial assessment
- Compliance regulation
- Customer education
- Cash handling
- Sales strategy development
- Problem solving
- Conflict resolution
- Consumer banking
- Branch operations
- Fraud prevention
- Team building
- Cash drawer reconciliation
- Product knowledge
- Continuous improvement
Timeline
Retail banker II
Woodforest national bank
03.2025 - Current
Server
Red Robin
12.2024 - Current
Senior banker
First convenience Bank
12.2023 - 11.2024
Front of House Employee
Mcalisters
03.2022 - 12.2023
Birdville High School