Summary
Overview
Work History
Education
Skills
Timeline
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Brooke Lingle

Salem,OR

Summary

Likeable Client Relationship Consultant with a proven track record at US Bank, excelling in building customer relationships and educating clients on financial needs tailored to their individual goals. Skilled in problem-solving and customer service, up to date on bank policies and digital tools to enhance client engagement. Demonstrated leadership in team activities, and contribute to branch objectives.

Overview

2
2
years of professional experience

Work History

Client Relationship Consultant

US Bank
09.2023 - Current
  • Build and maintain relationships with customers, via multiple pathways including in-person, by appointment and follow ups
  • Demonstrate and educate clients on available deposit and credit products and services based on each customer’s goals and individual circumstances
  • Explorer digital services with customers
  • Work together with branch team members to achieve our monthly and weekly goals
  • Experienced and efficient in the CEI and fusion program

Client Relationship Consultant

US Bank
09.2022 - 09.2023
  • Led huddles at the branch location
  • Developed relationships with partners (wealth management, business banker, mortgage)

Education

High School Diploma -

Reynolds High School
Troutdale, OR
06.2021

Skills

  • Problem-Solving and adaptable to the branches diverse customers
  • Attention to Detail
  • Identify customers financial needs and recommend a product or a solution
  • Proactive engagement; leads, alerts and book of business
  • Knowledgeable on bank procedures, policies and regulations
  • Customer service and relational skills

Timeline

Client Relationship Consultant

US Bank
09.2023 - Current

Client Relationship Consultant

US Bank
09.2022 - 09.2023

High School Diploma -

Reynolds High School

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Brooke Lingle