Courtney Berrevoets
Lowell,MI
Summary
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. With an outstanding track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
10
10
years of professional experience
Work History
Personal Banker II
Fifth Third Bank
Grand Rapids, MI
08.2015 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Prepare credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions; prepare loan worksheets for submission to loan processing for closing documents.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Trained new personal bankers, elevating team performance and service quality.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Cross-sold bank products and services to meet customer needs and provide options.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Outbound calling on book of business. Minimum of 15 outbound calls per day.
Assistant Store Manager
Piercing Pagoda
Grand Rapids, MI
12.2014 - 08.2015
- Managed cash registers efficiently, ensuring accurate transactions, balancing drawers daily, and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Rotated merchandise and displays to feature new products and promotions.
- Mentored new employees on company policies, procedures, and best practices to ensure their success within the organization.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Provided weekly work schedules to employees to accommodate business demands and vacation requests.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
- Interviewed, hired, and trained staff associates and equipped to comply with company policies and procedures.
Education
High School Diploma -
Rockford High School
Rockford, MI05.2013
Skills
- Customer service/customer satisfaction
- Relationship building/management
- Sales expertise
- Interpersonal skills
- Issues resolution
- Financial advising
- Financial advisement
- Excellent verbal and written communication
- Conflict resolution
- Multitasking
- Organizational skills
Timeline
Personal Banker II
Fifth Third Bank
08.2015 - Current
Assistant Store Manager
Piercing Pagoda
12.2014 - 08.2015
High School Diploma -
Rockford High School
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