Diamond Boston
Cincinnati
Summary
Personable and client driven professional with experience in financial products and customer relations. Knowledgeable in educating clients on financial products, generate new business and maintaining relationships which results in overall increase in revenue and meeting company goals and 100% client satisfaction surveys.
Overview
7
7
years of professional experience
Work History
Financial Relationship Banker
Huntington Bank
07.2024 - Current
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Adapted products and services to suit customers' changing financial circumstances.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyzed customers' financial information to deliver personalized account guidance.
- Presented new and additional products and services to existing customers.
Client Relationship Consultant III
U.S Bank
01.2022 - Current
- Worked in branch educating clients on the bank’s services, managing customer accounts, presenting financial products and services
- Built and maintained relationships, generating new business through prospecting, and calling potential clients
- Worked diligently to meet and exceed metric goals and expectations
Bank Teller II
Kemba Credit Union
09.2021 - 01.2022
- Performed Transactions for customers, served customers by managing documents, information, and financial transactions in an organized, efficient, and secure manner
- Provided exceptional customer service and identified customer needs
Scheduling Coordinator
Cincinnati Childrens hospital
01.2018 - 08.2021
- Planned and arranged visits for patients, Resolved scheduling conflicts and acted as liaison between patient and physician’s office
- Provided clerical support, including filing data entry and mail sorting
Education
Financial Management Technology - Business management, financial management and accounting
University of Cincinnati
Cincinnati, OH05-2025
Skills
- Financial analysis
- Cashflow planning & management
- Wealth management
- Lending
- Relationship building and management
Timeline
Financial Relationship Banker
Huntington Bank
07.2024 - Current
Client Relationship Consultant III
U.S Bank
01.2022 - Current
Bank Teller II
Kemba Credit Union
09.2021 - 01.2022
Scheduling Coordinator
Cincinnati Childrens hospital
01.2018 - 08.2021
Financial Management Technology - Business management, financial management and accounting
University of Cincinnati
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