Summary
Overview
Work History
Education
Skills
Timeline
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Dain Gunby

Plano,Texas

Summary

Organized financial professional with a proven track record in banking and financial services, enhancing branch production through in depth problem-solving and exceptional customer service. Excelled in regulatory compliance and transaction processing, showcasing meticulous attention to detail. Demonstrated leadership in mentoring roles, significantly improving team efficiency and client satisfaction. Skilled in Microsoft Excel and adept at fostering productive client relationships. Pursuing a full-time role that presents professional challenges, and leverages data analysis skills, and problem-solving expertise.

Overview

9
9
years of professional experience

Work History

Personal Banker

Frost Bank
08.2024 - 12.2024
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced 2 cash drawers and 2 vault accounts on a daily basis with minimal discrepancies.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.

Teller

Frost Bank
02.2024 - 08.2024
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered 10+ telephone inquiries on checking and savings accounts, loans, and lines of credit daily.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Educated 5+ customers on the use of banking websites and mobile apps weekly.

Financial Representative Intern

Northwestern Mutual Life Insurance
08.2022 - 12.2022
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Developed advanced product knowledge to share current information while generating and delivering product quotes.
  • Maintained accurate, up-to-date financial spreadsheets and databases for reliable reference.
  • Discussed financial options with 5 clients and provided informed suggestions.

Day Camp Supervisor

Plano Sports Association
06.2018 - 08.2019
  • Supervised, guided, and assisted 30+ students during crafts, art projects, games and other activities to provide developmental stimulation.
  • Monitored camper behavior during activities, effectively handling discipline situations and encouraging positive behavior.
  • Coached and mentored 3-6 camp counselors daily in effective strategies relating to students and teaching important life skills.

Day Camp Counselor

Plano Sports Association
06.2016 - 08.2017
  • Updated all documentation and logs to maintain camp and camper records.
  • Planned and lead 7 diverse activities each day to entertain 30 + children and promote core values.
  • Built and maintained positive relationships with campers, staff, and families.

Education

Bachelor of Science - Science

The University of Texas At Dallas
Richardson, TX
05-2023

Skills

  • Regulatory compliance

  • Transaction processing

  • Attention to detail

  • Banking policies and procedures

  • Microsoft Excel

  • Fraud prevention

  • Financial product expertise

  • Due Diligence

Timeline

Personal Banker

Frost Bank
08.2024 - 12.2024

Teller

Frost Bank
02.2024 - 08.2024

Financial Representative Intern

Northwestern Mutual Life Insurance
08.2022 - 12.2022

Day Camp Supervisor

Plano Sports Association
06.2018 - 08.2019

Day Camp Counselor

Plano Sports Association
06.2016 - 08.2017

Bachelor of Science - Science

The University of Texas At Dallas
Dain Gunby