Desiree Boone
Peoria,AZ
Summary
Accomplished Senior Relationship Banker with a proven track record at BOK Financial, adept in loan origination and excelling in relationship building. Expertly increased cross-selling opportunities and expanded client bases through exceptional service and personalized financial solutions. Skilled in resolving disputes, enhancing customer loyalty, and driving substantial business growth.
Overview
11
11
years of professional experience
Work History
Senior Relationship Banker
BOK Financial
11.2016 - Current
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
Relationship Banker
Johnson Bank
01.2014 - 11.2016
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Education
No Degree -
Arizona State University
Tempe, AZAssociate of Science - Psychology
Maricopa Community Colleges, Glendale Community College
Glendale, AZ08-1992
Skills
- Loan origination
- Cross-selling techniques
- Cash handling
- Relationship building and management
Timeline
Senior Relationship Banker
BOK Financial
11.2016 - Current
Relationship Banker
Johnson Bank
01.2014 - 11.2016
No Degree -
Arizona State University
Associate of Science - Psychology
Maricopa Community Colleges, Glendale Community College
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