Chase Poston
Lancaster
Summary
Dynamic banking executive with proven success at PNC Bank, enhancing operational efficiency and driving revenue growth through strategic initiatives. Expert in risk management and customer service, fostering strong relationships with clients and partners. Adept at leading teams and optimizing portfolios to achieve profit objectives while delivering exceptional results.
Overview
2
2
years of professional experience
1
1
Certification
Work History
VP BBCAM
PNC Bank
10.2024 - Current
- Identified opportunities to improve business process flows and productivity.
- Increased company growth through collaboration with sales and marketing departments.
- Collaborated with senior management to develop strategic initiatives and long term goals.
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Represented organization at industry conferences and events.
- Managed financial, operational and human resources to optimize business performance.
- Oversaw business-wide changes to modernize procedures and organization.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Monitored key business risks and established risk management procedures.
Branch Banker
PNC
10.2023 - 10.2024
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Helped customers prepare documents required to complete transactions and process requests.
- Modeled catastrophic market scenarios to aid in business management planning, risk management and trend monitoring.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Identified customer desires and goals through needs-based sales tactics.
- Investigated and resolved account issues by offering applicable options to customers.
- Increased company revenue [Number]% by selling various investment products.
- Opened new accounts and made changes to existing accounts.
- Complied with established internal controls and policies.
Part Time Teler
PNC
07.2023 - 10.2023
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Maintained accurate records of customer transactions in line with bank procedures.
- Monitored and reported suspicious activity in line with bank security policies.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted customers with banking needs and inquiries.
- Performed account maintenance by closing out accounts and changing customer addresses.
Education
No Degree - Psychology
Ohio University
Athens, OH01-2024
High School Diploma -
Fairfield Union
Rushville, OH05-2020
Skills
- Portfolio optimization
- Forecasting
- Targeted marketing
- Customer prospecting
- Verbal and written communication
- Recruiting and hiring
- Operations management
- Negotiation and persuasion
- Recruiting and interviewing
- Resource allocation
- Risk management
- Account management
- Profit objectives
- Critical thinking
- Data analysis
- Revenue cycle management
- Staff development
- Sales leadership
- Customer service
Accomplishments
I have been with PNC for a little over two years. I have started as a part time teller and moved quickly to BBCAM of Grove City. When i came to this branch customer service scores were at a all time low and we were ranked 7th in the territory. As of year end 2024 we finished #2 in the territory and finished all time high and found consistency in these activities.
Certification
NMLS
Timeline
VP BBCAM
PNC Bank
10.2024 - Current
Branch Banker
PNC
10.2023 - 10.2024
Part Time Teler
PNC
07.2023 - 10.2023
No Degree - Psychology
Ohio University
High School Diploma -
Fairfield Union
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