Brittany Egbert
Vernal
Summary
Motivated and customer-focused Branch Relationship Banker at Zions Bank. At least five years experience in buildings strong client relationships, delivering personalized financial solutions, and driving branch growth. Proficient at assessing client needs, cross-selling banking products while providing exceptional service in fast-paced environments. SKilled in managing accounts, processing transactions, and resolving issues to ensure customer satisfaction. Demonstrated exceptional team collaboration and customer service.
Overview
4
4
years of professional experience
Work History
Branch Relationship Banker
Zions Bank
02.2021 - Current
- Made introductions to partners to help meet customer's broader financial needs.
- Grew book of business through proactive outreach.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
- Collaborated with team members to achieve monthly sales targets and improve overall branch performance.
- Assisted customers in opening accounts, ensuring a smooth onboarding experience and high satisfaction levels.
Education
Elementary Education
Eastern Oregon University
La Grande, OR08-2011
Skills
- Relationship building and management
- Team building
- Compliance awareness
- Financial advising
- Financial product sales
- Banking operations
- Customer Service-oriented
- Time management
- Excellent communication
Accomplishments
- Ranked among top five performing employees bank-wide, exceeding sales and service targets.
November 2023
Timeline
Branch Relationship Banker
Zions Bank
02.2021 - Current
Elementary Education
Eastern Oregon University