Christie Lackey
Cincinnati
Summary
Dedicated professional with a background in customer service, aiming to leverage skills in conflict resolution and relationship building as a Customer Service Representative. Proven track record of assisting customers with various banking services, including loan applications and account maintenance. Committed to delivering accurate information on products while adhering to regulatory compliance. Seeking to contribute expertise in enhancing customer experiences and promoting financial solutions.
Overview
6
6
years of professional experience
Work History
Personal Banking Officer
PNC Bank
Cincinnati
12.2018 - 10.2024
- Assisted customers in completing loan applications and reviewed documents for accuracy.
- Monitored customer accounts for suspicious or fraudulent activity.
- Identified opportunities for cross-selling additional products or services based on customer needs.
- Maintained up-to-date knowledge of banking regulations, procedures, and policies.
- Resolved customer complaints in a timely manner while maintaining high standards of service.
- Completed all assigned tasks within established deadlines.
- Performed daily maintenance of customer accounts including deposits, withdrawals, transfers, and loan payments.
- Provided customers with information on banking products and services.
- Assisted in training new personnel in proper banking procedures.
- Executed compliance requirements such as KYC and AML checks prior to onboarding new customers.
- Cross-sold bank products by providing advice on the benefits of additional services available.
- Developed relationships with clients to identify their financial needs and goals.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Assisted and advised customers on using online and mobile banking systems.
Education
High School Diploma -
Hamilton High School
Hamilton, OH06-2002
Skills
- Loan application processing
- Regulatory compliance
- Fraud detection
- Customer account management
- Conflict resolution
- Account maintenance
- Banking policies and procedures
- Relationship building
Accomplishments
- Market All Stars 2022
Timeline
Personal Banking Officer
PNC Bank
12.2018 - 10.2024
High School Diploma -
Hamilton High School