Financial professional with a track record of enhancing customer satisfaction and retention at Arvest Bank through expert relationship management and sales expertise. Excelled in cross-selling and managing high-volume transactions, demonstrating exceptional attention to detail and customer service orientation. Mentored colleagues, contributing to team success and achieving sales targets.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Sales Rep/ Relationship Banker
Arvest Bank
02.2020 - Current
Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
Verified customer identity and reviewed documentation for accuracy.
Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
Contributed to successful branch operations by maintaining a well-organized and efficient working environment.
Managed sensitive customer documents securely, safeguarding client privacy and minimizing risk exposure for the bank.
Processed loan applications accurately and promptly, contributing to increased client satisfaction levels.
Assisted customers in opening accounts, ensuring a smooth onboarding experience and high satisfaction levels.
Trained and mentored new personnel hired to fulfill various roles.
Teller/ Senior Teller
Arvest Bank
08.2017 - 02.2020
Resolved complex customer issues promptly and professionally, maintaining a focus on achieving positive outcomes for both the client and the bank.
Delivered exceptional service while managing high-volume cash transactions during peak business hours without compromising accuracy or efficiency levels.
Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
Mentored newly hired team members on appropriate responses to patron questions.
Mentored and trained new tellers on bank procedures and customer service standards.
Recognized and prevented fraudulent activities and suspicious transactions.
Investigated and promptly resolved issues with patron accounts.
Cross-sold credit cards, loans and other bank products.
Cage Cashier
Creek Nation Casino Muscogee
10.2013 - 08.2017
Verified large amounts of cash quickly, ensuring accuracy and reducing wait times for customers.
Provided exceptional customer service, addressing concerns promptly and professionally.
Managed high volumes of currency, balancing accounts accurately at the end of each shift.
Provided support to other team members when needed.
Utilized strong attention to detail in reviewing transactions, ensuring all entries were accurate and complete before submitting for approval.
Enforced company standard operating procedures, gaming regulations, and Title 31 compliance.