Debra DiMaggio -Smith
Willis,TX
Summary
Professional banker with strong background in financial services and customer relationship management. Proven ability to deliver high-impact results through effective team collaboration and adaptive problem-solving. Expertise in client consultations, account management, and risk assessment. Reliable, flexible, and focused on achieving organizational goals.
Overview
12
12
years of professional experience
Work History
PERSONAL BRANCH BANKER
PNC Bank
11.2013 - Current
- Assisted clients in identifying financial needs and recommending appropriate solutions.
- Strengthened client relationships, offering tailored financial advice to meet individual needs.
- Consistently met and exceeded sales targets, including cross-selling banking product such as loans and credit cards Instrumental in branch operations, improving customer experience.
- Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
- Successfully resolved escalated customer complaints resulting in improved reputation management and retention rates.
- Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
- Increased operational efficiency by streamlining workflows; identifying areas for improvement within the branch''s systems or processes.Assisted customers with account opening procedures as well as ongoing maintenance requests such as address changes or periodic account reconciliations.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Education
Associate of Science - Paralegal Studies
Cuyamaca College
El Cajon, CATimeline
PERSONAL BRANCH BANKER
PNC Bank
11.2013 - Current
Associate of Science - Paralegal Studies
Cuyamaca College