Donald Smith
Chicago,IL
Summary
Proven track record in enhancing customer satisfaction and expanding client base at Huntington National Bank through expert financial advising and exceptional customer service. Skilled in banking software navigation and cross-selling, adept at analyzing customer needs to deliver personalized banking solutions. Achieved significant improvements in client relationship management and operational efficiency.
Overview
3
3
years of professional experience
Work History
Universal Banker
Providence Bank And Trust
04.2024 - Current
- 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.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
Relationship Banker
Huntington National Bank
05.2022 - 01.2023
- 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.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Assisted customers with completing required forms for opening and closing bank accounts.
Bank Teller
BMO Harris Bank
08.2021 - 04.2022
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
Education
Gwendolyn Brooks College Prep
Chicago, ILHigh School Diploma -
Hyde Park IB School
Chicago, ILAssociate of Science - Economics
NEIU
Chicago, IL01.2026
Skills
- Branch operations
- Cash handling proficiency
- Cross-selling expertise
- Account Servicing
- Analytical Thinking
- Customer Needs Assessment
- Financial product knowledge
- Wire Transfers
- Financial Advising
- Document Preparation
- Banking software navigation
- Customer Service-Oriented
Timeline
Universal Banker
Providence Bank And Trust
04.2024 - Current
Relationship Banker
Huntington National Bank
05.2022 - 01.2023
Bank Teller
BMO Harris Bank
08.2021 - 04.2022
Gwendolyn Brooks College Prep
High School Diploma -
Hyde Park IB School
Associate of Science - Economics
NEIU
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