David Worthy
Manassas,VA
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
6
6
years of professional experience
Work History
Relationship Banker
PNC Bank
12.2021 - Current
- Engaged departments in customer satisfaction initiatives to uplift service ratings.
- Managed sensitive customer documents securely, safeguarding client privacy and minimizing risk exposure for the bank.
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Grew book of business through proactive outreach.
- Developed and maintained relationships with customers and suppliers through account development.
- Controlled resources and assets for department activities to comply with industry standards and government regulations.
Sales Expert
T-Mobile
08.2018 - 11.2021
- trade s'hows, expanding brand awareness and generating valuable leads for follow-up efforts.
- Streamlined sales processes through efficient time management and organizational skills, maximizing productivity.
- Consulted with businesses to supply accurate product and service information.
- Contributed to team objectives in fast-paced environment.
Education
MBA - Business Administration
Northern Virginia Community College
Annandale, VA05.2025
Skills
- Banking operations knowledge
- Cash Flow Management
- Money Handling
- Proficient in Microsoft and Genesis
- Community Relations
- Records Maintenance
- Banking
- Loan Origination
- Relationship building and management
- Creative Thinking
- Persuasive communication style
- Cross-Selling Products
- Financial Advising
- Loans
- Business Development
- L Employee Motivation
- Customer Service-Oriented
- Documentation
- Sales expertise
- Research
Timeline
Relationship Banker
PNC Bank
12.2021 - Current
Sales Expert
T-Mobile
08.2018 - 11.2021
MBA - Business Administration
Northern Virginia Community College