Summary
Overview
Work History
Education
Skills
Timeline
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Cody Brandenburger

Phoenix,AZ

Summary

At BMO Bank, a skilled Retail Relationship Banker excelled in identifying and initiating business ventures, enhancing client satisfaction through meticulous account management, and boosting financial product sales. Leveraging cross-selling and customer service expertise, I significantly contributed to business development and client retention, embodying a proactive approach in fostering community relations and financial literacy.

Overview

4
4
years of professional experience

Work History

Retail Relationship Banker

BMO Bank
Phoenix, AZ
08.2022 - Current
  • Consistently recognized as Top Performing AB in the Camelback Market for 12 consecutive months, out of 14 branches.
  • Exceeded 2023 expectations by 175%. Also, exceeded first-quarter 11/2024 - 01/2025 performance benchmarks by reaching 187% of SRC goal as an RRB.
  • Discovered and initiated potential business ventures through strategic outreach and networking.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Completed documentation for new accounts in alignment with bank policies and procedures.
  • Cross-sold bank products such as savings accounts and certificates of deposit.
  • Provided exceptional customer service to all clients, including resolving inquiries and complaints by having Perfect 10 Surveys on a monthly basis.
  • Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
  • Participated in training and mentoring of new associates, assisting with on-boarding.
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Utilized Sales Force tools to track client interactions, preferences, and feedback to improve service delivery.
  • Managed and deepened client relationships by providing personalized financial solutions and advice.
  • Participated in community events and workshops to promote bank services and financial literacy.
  • Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads

Lead Pick up Assistant

Fry's Grocery Store
Peoria, AZ
12.2020 - 09.2022
  • Provided every customer with comprehensive assistance upon entering store through merchandise selection and completion of purchases.
  • Identified customer needs by asking questions and advising on best solutions.
  • Managed multiple clients simultaneously while maintaining high standards of service and privacy.
  • Worked with cross-functional teams to achieve goals.
  • Maintained updated knowledge through continuing education and advanced training.
  • Recognized by management for providing exceptional customer service.
  • Assisted with customer requests and answered questions to improve satisfaction.

Education

Some College (No Degree) - Business Administration and Management

Maricopa Community Colleges, Rio Salado Community College
Tempe, AZ

Skills

  • Cross-selling
  • Client retention strategies
  • Loan processing
  • Branch operations
  • Customer onboarding
  • Financial product sales
  • Cash handling expertise
  • Business development
  • Teller support
  • Money handling
  • Sales expertise
  • Customer Service-oriented
  • Cross-selling products
  • Banking
  • Teller background
  • Account audits

Timeline

Retail Relationship Banker

BMO Bank
08.2022 - Current

Lead Pick up Assistant

Fry's Grocery Store
12.2020 - 09.2022

Some College (No Degree) - Business Administration and Management

Maricopa Community Colleges, Rio Salado Community College

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Cody Brandenburger