Dean Thoma
Parker,CO
Summary
Detail-oriented banking professional specializing in cash handling, financial advising, and banking software navigation. Successfully improved customer satisfaction through personalized solutions while ensuring compliance with banking regulations and policies.
Experienced with financial service operations and client relations. Utilizes effective communication and organizational skills to manage banking transactions and client inquiries. Knowledge of regulatory compliance and banking protocols ensures reliable and accurate service delivery.
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Universal Banker
PNC Bank
SE Region
07.2021 - 03.2026
- Delivered exceptional customer service by addressing inquiries and resolving issues efficiently.
- Processed transactions accurately, ensuring compliance with banking regulations and policies.
- Educated clients on product offerings, enhancing their understanding of financial solutions available.
- Assisted in onboarding new staff, providing training on operational procedures and customer engagement techniques.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
Universal Banker
BBVA Compass
Castle Pines, CO
08.2019 - 06.2021
- Delivered exceptional customer service by addressing inquiries and resolving issues efficiently.
- Processed transactions accurately, ensuring compliance with banking regulations and policies.
- Educated clients on product offerings, enhancing their understanding of financial solutions available.
- Assisted in onboarding new staff, providing training on operational procedures and customer engagement techniques.
- Identified opportunities for process improvements, streamlining workflows to enhance service delivery efficiency.
- Led initiatives to boost client retention through personalized outreach and follow-up strategies.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Collaborated with management to develop strategies that align with organizational objectives and enhance customer satisfaction.
Education
Bachelor of Arts - Vocal Performance Major
University of Denver
Denver, COSkills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Wire transfers
- Financial advising
- Loan origination
- Financial planning
- Transaction processing
- Deposit processing
Certification
- Notary State of Colorado
Languages
English
Native or Bilingual
Timeline
Universal Banker
PNC Bank
07.2021 - 03.2026
Universal Banker
BBVA Compass
08.2019 - 06.2021
Bachelor of Arts - Vocal Performance Major
University of Denver