Summary
Overview
Work History
Education
Skills
Timeline
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Danielle Summers

Banker
Portsmouth,OH

Summary

Accomplished Banker with 12 years of experience interacting with customers to increase sales and offer services. Seasoned expert at promoting products and offerings, creating new accounts and assisting customers with various requests. Motivated and results-oriented with background increasing new customer accounts and maximizing services among existing customers.

Overview

12
12
years of professional experience
4
4
years of post-secondary education

Work History

Branch Banker

PNC Bank
Portsmouth, OH
08.2018 - Current
  • Helped customers prepare documents required to complete transactions and process requests.
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
  • Modeled catastrophic market scenarios to aid in business management planning, risk management and trend monitoring.
  • Opened new accounts and made changes to existing accounts.
  • Identified customer desires and goals through needs-based sales tactics.
  • Investigated and resolved account issues by offering applicable options to customers.
  • Presented products and services to customers using in-depth knowledge to answer questions.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.

Retail Banker II

Woodforest National Bank
New Boston, OH
08.2015 - 07.2017
  • Identified, marketed and recommended bank products and services to achieve individual sales.
  • Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
  • Reached out, generated appointments and built new relationships to grow business.
  • Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
  • Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
  • Identified and reported suspicious patterns of activity to reduce money laundering.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Maintained friendly and professional customer interactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Received loan and utility payments, sending funds to correct destinations.
  • Handled various accounting transactions.

Teller

American Savings Bank
Portsmouth, OH
06.2009 - 10.2014
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Maintained friendly and professional customer interactions.
  • Handled various accounting transactions.

Waitress

Dakota's Steakhouse
Portsmouth, OH
10.2013 - 04.2014
  • Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
  • Collaborated with kitchen staff to correctly update customers on unavailable dishes and wait times.
  • Bussed and reset tables to keep dining room and work areas clean.
  • Folded napkins and prepared silverware sets to provide adequate supply for host station.
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Used cash registers and credit card machines to cash out customers.
  • Remained calm and poised when dealing with difficult customers or during busy shifts.
  • Kept server areas clean and stocked to increase efficiency while working tables.
  • Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
  • Greeted new customers, discussed specials and took drink orders.
  • Stayed up-to-date on menu changes to help customers make food choices.

Education

High School Diploma -

Clay High School
Portsmouth, OH
08.2005 - 05.2009

Skills

Cash handling and management

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Timeline

Branch Banker

PNC Bank
08.2018 - Current

Retail Banker II

Woodforest National Bank
08.2015 - 07.2017

Waitress

Dakota's Steakhouse
10.2013 - 04.2014

Teller

American Savings Bank
06.2009 - 10.2014

High School Diploma -

Clay High School
08.2005 - 05.2009

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