Summary
Overview
Work History
Education
Skills
Timeline
Generic

David Davis

Miami,FL

Summary

Accomplished Senior Universal Banker at City National Bank Of Florida, adept in relationship management and operational efficiency. Excelled in maintaining compliance, enhancing customer satisfaction, and mentoring teams for peak performance. Skilled in cash handling and customer relationship management, helped customers and business account holders meet financial needs by developing customized products and service solutions. Knowledgeable about training employees, optimizing procedures and de-escalating challenging situations with a calm and professional approach. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

17
17
years of professional experience

Work History

Senior Universal Banker

City National Bank Of Florida
Miami, FL
06.2018 - Current
  • Delivered exceptional customer service by consistently going above and beyond to address concerns or resolve issues, leading to increased client retention rates.
  • Conducted regular audits of teller transactions to maintain compliance with federal regulations and minimize instances of fraud or error.
  • Streamlined loan application processes by implementing digital tools, expediting turnaround times for approvals and disbursements.
  • Evaluated customer feedback to identify areas for improvement in service delivery, implementing necessary changes to ensure continued satisfaction.
  • Assisted branch managers in exceeding sales goals through cross-selling and upselling various financial products.
  • Increased customer satisfaction by providing personalized banking solutions tailored to individual needs.

Sales And Service Banker Supervisor

Total Bank
Miami, FL
01.2007 - 06.2018

Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Educated customers on features and benefits of banking products and services.
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Balanced teller drawers and ATM cash.
  • Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
  • Mentored junior staff members, fostering a supportive work environment that encouraged professional growth and development.
  • Managed approximately 30 incoming calls, emails and faxes per day from customers.

Education

Associate of Arts - History

Florida State University
Tallahassee, FL
08.2006

Skills

  • Goal-Oriented
  • Operational Efficiency
  • Relationship Management
  • Cross-Selling Products
  • Branch management
  • Cash Handling
  • Customer Relationship Management
  • Educating clients
  • Team member development
  • Operations understanding
  • Honest and Dependable

Timeline

Senior Universal Banker

City National Bank Of Florida
06.2018 - Current

Sales And Service Banker Supervisor

Total Bank
01.2007 - 06.2018

Associate of Arts - History

Florida State University
David Davis