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, KansasEmporia State University
Emporia, KSSkills
- 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
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