Donna Peabody
Winter Haven,FL
Summary
Proven Retail Banker at Bank of America, adept in branch operations and consumer banking, excelled in driving sales growth and enhancing customer satisfaction. Leveraged expertise in loan processing and exceptional customer service skills to surpass performance goals. Skilled in fraud prevention and adept at identifying cross-selling opportunities, consistently achieved and exceeded sales targets by implementing strategic plans.
Overview
20
20
years of professional experience
Work History
Retail Banker
Bank of America
Belfast, Maine
01.2002 - 01.2022
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Processed new accounts including checking, savings, certificates of deposit, and IRAs.
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
- Resolved problems or discrepancies concerning customers' accounts.
- Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Coordinated with other departments such as Human Resources or Information Technology when needed.
- Completed documentation for new accounts in alignment with bank policies and procedures.
- Tracked sales goals set by the branch manager and implemented plans accordingly.
- Resolved customer complaints quickly and efficiently while maintaining a professional attitude.
- Identified cross-selling opportunities to meet customer needs and referred products to increase sales volume.
Education
Some College (No Degree) - Banking And Finance
American Institute of Banking
MaineSkills
- Branch operations
- Loan processing
- Consumer banking
- Fraud prevention
- Customer education
- Safety deposit access management
Timeline
Retail Banker
Bank of America
01.2002 - 01.2022
Some College (No Degree) - Banking And Finance
American Institute of Banking
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