Overview
Work History
Education
Skills
Timeline
Generic

ELIZABETH MCWILLIAMS

Homosassa,Florida

Overview

13
13
years of professional experience

Work History

PERSONAL BANKER III

CADENCE BANK
08.2011 - Current
  • 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.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Increased branch revenue by cross-selling banking products tailored to individual client needs.

Education

High School Diploma -

St Petersburg Catholic High
St Petersburg FL

Skills

    As a Personal Banker, I have provided excellent customer service, open new accounts and refer to Branch Partners routinely Regularly cross sell additional products/services to clients such as credit cards, loans and deposit products I regularly assist Branch Manager with day to day functions of the branch including opening and closing procedures, covering the teller line with a high degree of accuracy I have been resourceful in finding new ways to accomplish my goals and overcome obstacles

    I enjoy the success in Sales, Service and Operational Performance

Timeline

PERSONAL BANKER III

CADENCE BANK
08.2011 - Current

High School Diploma -

St Petersburg Catholic High
ELIZABETH MCWILLIAMS