Summary
Overview
Work History
Education
Skills
Timeline
Generic

Charley Robinson

Lee's Summit,MO

Summary

Highly motivated individual with a strong work ethic and a positive attitude. Skilled at managing multiple priorities effectively while maintaining a high level of performance. Proficient in a range of software, including Microsoft Office, Salesforce, and Power BI. Dedicated to continuous learning and professional development to enhance skills and contribute to success in desired roles.

Overview

6
6
years of professional experience

Work History

Financial Relationship Consultant

CommunityAmerica Credit Union
05.2022 - Current
  • Educate clients on banking products, investment options, and financial planning strategies.
  • Resolve client concerns and provide expert support to ensure a seamless banking experience.
  • Proactively identify sales opportunities and cross-sell financial products.
  • Collaborated with internal departments, such as underwriting and compliance to streamline client processes.

Personal Banker

UMB Bank
07.2020 - 05.2022
  • Responded to member inquiries regarding new accounts, services and account terms.
  • Assisted members with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Developed and maintained compliance database, tracking all compliance activities and documents.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for members.

Patient Scheduler

Maximus
02.2019 - 07.2020
  • Provided compassionate support to veteran affair patients during their healthcare journey.
  • Coordinated with patients and providers to ensure patients needs were met.
  • Adhered to regulations and compliances to ensure all sensitive information was handled in a discreet manner.
  • Quick and responsive to both parties to ensure any conflicts were met promptly.

Education

Lakeside High School
Downs, Kansas

Emporia State University
Emporia, KS

Skills

  • Knowledge in Finance & Sales
  • Customer Relationship Management
  • Computer Literacy in Software & Systems
  • Attentive and Observant to Detail
  • Conflict Resolution & Critical Thinking

Timeline

Financial Relationship Consultant

CommunityAmerica Credit Union
05.2022 - Current

Personal Banker

UMB Bank
07.2020 - 05.2022

Patient Scheduler

Maximus
02.2019 - 07.2020

Lakeside High School

Emporia State University
Charley Robinson