Brianna Burke
Bloomington,IN
Summary
Dedicated Sales and Customer Service professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Successfully manages high volumes of loan documentation in fast-paced environments with demanding productivity, funding and customer satisfaction targets. Familiar with verifying tax, credit, employment, loan, personal and residential histories. Comfortable working alone or with team members to accomplish tasks and enhance processes.
Overview
6
6
years of professional experience
Work History
Senior Relationship Banker
BMO Bank
Franklin , IN
07.2023 - Current
- Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
- Analyzed loan applications to determine creditworthiness of prospective customers.
- Provided advice on financial services, such as investments and insurance, to existing customers.
- Coordinated with other departments to ensure timely processing of customer transactions.
- Monitored client accounts for suspicious activity or fraudulent transactions.
- Maintained up-to-date knowledge of regulations related to banking operations.
- Prepared regular reports detailing performance metrics against established targets.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Created and maintained a positive work environment within the branch.
- Performed daily audits of cash drawers, deposits, withdrawals, transfers.
Funding Specialist
Kinetic Advantage
Indianapolis , IN
08.2022 - 07.2023
- Collected and compiled paperwork such as title abstracts, insurance paperwork, loan files and tax histories.
- Communicated acceptance or rejection to applicants via mail, email, telephone or personal consultations.
- Consulted with outside vendors to identify and resolve loan closing issues.
- Carried out day-day-day duties accurately and efficiently.
- Worked flexible hours; night, weekend, and holiday shifts.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Nursing Scheduler
Otterbein Senior Living
03.2022 - 08.2022
- Collaborated with unit managers and directors on floor orientation scheduling, establishing and strategizing on departmental staffing needs.
- Maintained accurate attendance records and assisted with disciplinary processes in cases of excessive absences or tardiness.
- Filled staffing vacancies and developed schedules to guarantee sufficient shift coverage.
- Initiated and approved temporary staffing contracts and integrated personnel into schedules to fill coverage gaps.
- Reviewed and adjudicated requests for PTO, vacation, maternity leave and both paid and unpaid leaves of absences.
- Answered telephone calls to offer office information, answer questions and direct calls to staff.
- Received, recorded and addressed incoming and outgoing communication via telephone and email.
- Utilized Microsoft Office to prepare, update and distribute scheduling information to nursing staff.
Personal Banker
Fifth Third Bank
06.2018 - 03.2022
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Achieved consistent recognition as top sales performer.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Maximized revenue through improved sales techniques and branch productivity.
Car Salesman
Ray Skillman
12.2017 - 06.2018
- Closed sales by overcoming objections, asking for sales, negotiating price and completing purchase contracts,
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Negotiated purchase prices and explained sales, warranty and optional products.
- Greeted customers on lot and in showroom to answer questions about brand and available inventory.
- Answered telephone and email inquiries from potential customers.
- Responded to customer enquiries via telephone and email.
- Demonstrated automobiles by explaining characteristics, capabilities and features, taking test drives and explaining warranties and services.
- Completed registration paperwork and sales documentation.
- Prepared purchased vehicles and completed final delivery checks.
- Outlined sales, warranty and service procedures.
Education
High School Diploma -
Franklin Community High School
05.2016
Skills
- Organization and Time Management
- Office Operations
- Communications Strategies
- Financial Statements Preparation
- Attention to Detail
- Financial Advisement
- Interpersonal Skills
- Phone Inquiries
- Providing Feedback
- Customer Relationship Building
- Risk Management
- Creative Solutions
- Active Listening Skills
- Customer Complaint Resolution
- Flexible and Adaptable
- Self-Motivated
- Microsoft Office
- Employee Training Oversight
Affiliations
- I love coaching my sons' sports teams and watching them excel in what they love! Being a mother has been my most amazing achievement to date!
Languages
English
Full Professional
American Sign Language
Professional
Accomplishments
- I have always been determined to go above and beyond all goals set for myself.
References
References available upon request.
Timeline
Senior Relationship Banker
BMO Bank
07.2023 - Current
Funding Specialist
Kinetic Advantage
08.2022 - 07.2023
Nursing Scheduler
Otterbein Senior Living
03.2022 - 08.2022
Personal Banker
Fifth Third Bank
06.2018 - 03.2022
Car Salesman
Ray Skillman
12.2017 - 06.2018
High School Diploma -
Franklin Community High School
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