Dan Durham

Senior Personal Banker I

Edmond,OK

Summary

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 banking knowledge and expansive experience in sales.

Accomplished Personal Banker driven to increase branch revenue through innovative sales strategy. Adept in sales with in-depth knowledge of banking Familiar with diverse banking and investment products, including deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.

Overview

years of post-secondary education

years of professional experience

Work History

Senior Personal Banker

MidFirst Bank

Oklahoma City, OK

06.2016 - 03.2021

Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Promoted all financial products by maintaining excellent service offering knowledge.
Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Created innovative financial solutions to meet customer needs and provide competitive edge.
Established rapport with new clients to increase satisfaction and loyalty.
Consistently hit top tier sales goals every month while increasing new customer cross sale ratios
Achieved consistent recognition as top sales performer.
Expanded client base by promoting new financial products.

Education

BBA - Professional Sales

University of Central Oklahoma

Edmond, OK

08.2011 - 08.2016

Skills

Financial product knowledge

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Timeline