Summary
Overview
Work History
Education
Skills
Timeline
Generic

Emily Ouke

Saint Paul,MN

Summary

Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty.

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

17
17
years of professional experience

Work History

Senior Personal Banker

Trustone Financial Credit Union
Oakdale, MN
06.2021 - 01.2023
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Expanded client base by promoting new financial products.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Identified and investigated variances to financial plans and forecasts.
  • Maintained friendly and professional customer interactions.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.

Banker

Trustone Financial Credit Union
Oakdale, MN
06.2020 - 01.2023

Help coach and lead new tellers

Learn loan products to be able to sell to the best of my ability. The WHY'S behind the product. Why the members needs this product or why it is beneficial.

Increase new production.

  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Opened, closed and updated accounts for customers.
  • Provided advice on different bank products and financial options.
  • Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.

Lead Teller

Trustone Financial Credit Union
Oakdale, MN
07.2019 - 01.2023

Be organized and attentive. Greet members as they come into the branch. Always use members NAME! Cross sell products to members that I see fit for their needs. Getting them to sit with a banker to just go over some options.

Daily tasks of sending a minimum of 2 referrals to the banker side(or more).

Help members with simple transactions like withdrawals, transfers, deposits.

Teller

Trustone Financial Credit Union
Oakdale, MN
01.2019 - 01.2023
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Processed customer transactions promptly, minimizing wait times.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Stocked supplies for customers and personal teller station.
  • Maintained friendly and professional customer interactions.
  • Counted, verified and handled bank deposits and armored car transactions.

Assistant Branch Manager

TCF National Bank
Roseville, MN
06.2006 - 01.2019
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Supervised team of [Number] branch employees and made recommendations regarding performance evaluations.
  • Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
  • Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Demonstrated knowledge of branch financial products, loans and lines of credit.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
  • Produced reports outlining financial data to assist management with making strategic plans and operational decisions.
  • Wrote and administered employee performance reviews to monitor customer service and personal sales of 9+member team.

Education

High School Diploma -

Tartan Senior High School
06.2003

Skills

  • Issue Resolution
  • Exercise Strategies
  • Wire Transfer
  • High Net Worth Individuals Marketing
  • Customer Service
  • Cross-Selling and Upselling
  • Opportunity Identification
  • Financial Optimization
  • Financial Product Knowledge
  • Transaction Processing
  • Cashier's Checks
  • Customer Inquiries
  • Financial Statements Preparation

Timeline

Senior Personal Banker

Trustone Financial Credit Union
06.2021 - 01.2023

Banker

Trustone Financial Credit Union
06.2020 - 01.2023

Lead Teller

Trustone Financial Credit Union
07.2019 - 01.2023

Teller

Trustone Financial Credit Union
01.2019 - 01.2023

Assistant Branch Manager

TCF National Bank
06.2006 - 01.2019

High School Diploma -

Tartan Senior High School
Emily Ouke