Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Caleb Cornwell

Broken Arrow,OK

Summary

Experienced Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Overview

8
8
years of professional experience

Work History

Senior Relationship Banker

MidFirst Bank
09.2021 - 02.2024
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
  • Developed new business by actively prospecting potential customers and maintaining strong referral networks.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Delivered informative presentations at community events, promoting the bank''s services and fostering goodwill within the local area.
  • Implemented effective strategies for expanding the bank''s market share within the local community.
  • Established rapport with new clients to increase satisfaction and loyalty.

Driver

Doordash
09.2020 - 09.2021
  • Communicated with customers to provide delivery updates and confirm delivery locations.
  • Delivered goods and products to customer on time and in excellent condition.
  • Maintained professional and friendly demeanor during deliveries to uphold company reputation.

Personal Banker

Bank Of Oklahoma
04.2019 - 02.2020
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Greeted customers and delivered information about new account processes.
  • Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
  • Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.

Relationship Banker

BMO Harris
05.2018 - 04.2019
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Tracked and processed customer account requests and applications.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Brought over $20 million dollars in new business accounts.

Personal Banker

US Bank
07.2016 - 01.2018
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Part of the Million Dollar Club for having more than $1 million in loans pipeline.

Education

Bachelor of Arts - Business Management

Bethel University
St. Paul , MN
12.2015

Skills

  • Customer Service
  • Product Promotion
  • Loan Closing
  • Financial Institution Regulations
  • CRM Systems
  • Sales proficiency
  • Business Development
  • Staff Management
  • Financial advice
  • Staff Training

Accomplishments

  • Company Club All Star Award recipient for Q1-Q3 in 2023.
  • Consistently achieved and exceeded year end sales goals.

Languages

Spanish
Professional Working

Timeline

Senior Relationship Banker

MidFirst Bank
09.2021 - 02.2024

Driver

Doordash
09.2020 - 09.2021

Personal Banker

Bank Of Oklahoma
04.2019 - 02.2020

Relationship Banker

BMO Harris
05.2018 - 04.2019

Personal Banker

US Bank
07.2016 - 01.2018

Bachelor of Arts - Business Management

Bethel University
Caleb Cornwell