CHRISTIAN THOMPSON
Lansdale,PA
Summary
Highly motivated Financial Professional and Personal Banker looking to utilize strong individual analytical, problem-solving, customer service, and communication skills in a professional marketing, data, sales, and/or media position. Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes [Area of expertise] knowledge and expansive experience in [Skill].
Overview
8
8
years of professional experience
Work History
Personal Banker
United Bank of Philadelphia
Philadelphia, PA
07.2019 - Current
- Assist customers with opening or closing accounts, account inquiry/problem solving, completing loan applications, and applications for new services
- Operates a cash drawer in a fast-paced environment while providing excellent customer service
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Maximized revenue through improved sales techniques and branch productivity.
- Performed vault duties to handle large deposits of up to $[Amount] and distribute currency to coworkers.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Continually boosted branch production and revenue by [Number]% by consistently meeting all monthly and quarterly sales goals.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Presented new and additional products and services to existing customers.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Efficient in balancing daily cash totals in ATMs and main vaults
- Handling customer inquiries and problem resolution through Fiserv Navigator software.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Achieved consistent recognition as top sales performer.
Aquatics Supervisor
Greater Plymouth Community Center
Plymouth Meeting, PA
05.2014 - 05.2019
- Opened and closed pool at designated hours of operation and made decisions for closing pool due to inappropriate chemical levels, inclement weather and low water temperature
- Initiated guard rotations and guard placement for optimal safety during the pool’s operating hours.
Education
Coursework: Business Policy and Strategy, Personal Selling, Product Operations Management, Micro & Macroeconomics, Financial Accounting, Managerial Accounting, Business Geographic Information Systems (GIS), Legal Environment of Business, Business Analytics, Business Ethics -
Bachelor of Science - Marketing
West Chester University of Pennsylvania
West Chester, PA05.2020
Skills
- Interpersonal Communication Skills
- Account Servicing
- Excel
- Records Management
- Financial Product Knowledge
- Customer Service
- Banking
- Loans
- Relationship building and management
- Business Development
- Sales expertise
- Financial services
- Cash Handling
- Client relationship management
- Sales strategy
- Revenue Generation
- Loan application expertise
- Branch management
- Banking operations knowledge
- Sales and marketing
- Proficiency with [Program Name]
- Negotiation expertise
Additional Information
- LEADERSHIP & ACCOMPLISHMENTS , Elected Vice President and President in consecutive semesters at West Chester University’s chapter of Sigma Lambda Beta International Fraternity, Inc. Named Head Teller at United Bank of Philadelphia in June 2020
Timeline
Personal Banker
United Bank of Philadelphia
07.2019 - Current
Aquatics Supervisor
Greater Plymouth Community Center
05.2014 - 05.2019
Coursework: Business Policy and Strategy, Personal Selling, Product Operations Management, Micro & Macroeconomics, Financial Accounting, Managerial Accounting, Business Geographic Information Systems (GIS), Legal Environment of Business, Business Analytics, Business Ethics -
Bachelor of Science - Marketing
West Chester University of Pennsylvania