Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
14
14
years of professional experience
Work History
Personal Banker III
Fidelity Deposit and Discount Bank
08.2021 - Current
Liaison between the Fidelity training team and Retail Banking teams at the Forks and Wind Gap branches to educate on new policies, updated information, review of established regulations, and mentor newly established associates
Intermediary between management and Retail Banking team at the Forks branch to communicate any needs and information to make sure business runs according to standards
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Improved customer satisfaction by providing personalized banking solutions and exceptional service
Cross-sold bank products maintaining a 4.50 median product per new household and provided related services to meet customer needs and provide options.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Trust Operations and Administration
First Hope Bank
11.2018 - 08.2020
Enhanced regulatory compliance through the diligent application of policies and procedures in daily tasks.
Maintained a high level of confidentiality when handling sensitive client information, adhering to data protection regulations.
Enhanced trust operations efficiency by streamlining 5 major processes and implementing new systems.
Collaborated with 5 team members to develop comprehensive procedures, improving overall trust operations performance.
Head Cashier to Sales Specialist Appliances
Lowe’s Home Improvement
03.2011 - 06.2018
Directing and managing group of 5-20 associates consistently while performing above company standards for sales, policy regulation, and cross sales and communicating standards and reporting to all supervisors
Meticulously maintained the appliance showroom to provide an inviting and professional environment for clients.
Aided customers in locating and purchasing merchandise in store and on website to achieve sales goals.
Relayed information regarding current store promotions, sales and special events to customers.
Operated store equipment to promote safety and reduce injury.
Education
Bachelor of Science - Psychobiology and Evolutionary Studies
Vice President of Communication, Sigma Kappa Sorority, 09/01/13, 12/31/13
Vice President of Scholarship, Sigma Kappa Sorority, 01/01/13, 12/31/13
References
As REQUESTED
Communication Skills
Liaison between the Fidelity training team and Retail Banking teams at the Forks and Wind Gap branches to educate on new policies, updated information, review of established regulations, and mentor newly established associates. Intermediary between management and Retail Banking team at the Forks branch to communicate any needs and information to make sure business runs according to standards.
Timeline
Personal Banker III
Fidelity Deposit and Discount Bank
08.2021 - Current
Trust Operations and Administration
First Hope Bank
11.2018 - 08.2020
Head Cashier to Sales Specialist Appliances
Lowe’s Home Improvement
03.2011 - 06.2018
Bachelor of Science - Psychobiology and Evolutionary Studies
Albright College
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