Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Emily Robert

Larose,LA

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Relationship Banker

Regions Bank
Cut Off, LA
02.2018 - Current
  • Provided advice on financial services, such as investments and insurance, to existing customers.
  • Conducted financial reviews with clients to identify their current and future needs.
  • Researched and responded to customer inquiries regarding banking products and services.
  • Established new accounts for corporate and retail customers in compliance with bank policies and procedures.
  • Coordinated with other departments to ensure timely processing of customer transactions.
  • Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
  • Maintained up-to-date knowledge of regulations related to banking operations.
  • Ensured that all documents were accurately completed prior to submitting them for processing.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Advised customers on bank products, services and financial planning options.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Participated in training and mentoring of new associates, assisting with onboarding .
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Performed special services for customers, ordering bank cards and checks.
  • Received mortgage and other loan payments, verifying payment dates and amounts due.
  • Prepared official checks for customer and internal bank needs.
  • Promoted facility security by monitoring customer behaviors and following established protocols to protect individuals and assets.

Life Insurance Agent

Transamerica Life Insurance Company
Houma, LA
10.2016 - 02.2018
  • Developed and maintained relationships with clients to ensure customer satisfaction.
  • Assisted customers in selecting the right life insurance coverage for their needs.
  • Provided personalized service to clients by phone, email, or in-person meetings.
  • Analyzed client portfolios to determine best investment opportunities.
  • Maintained records of client information, including policies and payment history.
  • Educated clients on various types of life insurance policies available in the market.
  • Resolved customer issues in a timely manner while providing excellent customer service.
  • Prepared quotes for prospective customers based on their individual needs.
  • Reviewed existing contracts to make sure they are compliant with state regulations.
  • Evaluated current financial situation of clients before recommending any policy changes.
  • Participated in team meetings to discuss strategies for increasing sales performance.
  • Performed administrative tasks such as filing paperwork or updating databases.
  • Collaborated with other departments such as underwriting or claims processing teams.
  • Ensured compliance with all applicable laws when issuing policies or making recommendations.
  • Communicated with clients to understand needs and identify best policies for each case.
  • Calculated premiums and established payment methods.
  • Contacted prospective customers to present information and explain available services.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Sought out new clients and developed clientele by networking to find new customers.
  • Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.

Relationship Banker

Chase Bank
Larose, LA
03.2012 - 10.2016
  • Built long-term relationships with customers by providing personalized service and support.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.

Education

Some College (No Degree) -

Northwestern State University of Louisiana
Natchitoches, LA

Skills

  • Financial Advising
  • Recordkeeping requirements
  • Relationship building and management
  • Cash Handling
  • Financial Services
  • Security understanding
  • Teller background
  • Customer Service-Oriented
  • Banking
  • Payment Processing
  • Vault Monitoring
  • Staff Scheduling
  • Professionalism
  • Effective Communication
  • Teamwork and Collaboration
  • Pleasant and Personable
  • Team building
  • Night and Safe Deposit Procedures
  • Identity Verification
  • Cash Supply Orders
  • Time Management
  • Product and Service Sales
  • Reliability
  • Honest and Dependable

Certification

  • Louisiana Life and Health License

Timeline

Senior Relationship Banker

Regions Bank
02.2018 - Current

Life Insurance Agent

Transamerica Life Insurance Company
10.2016 - 02.2018

Relationship Banker

Chase Bank
03.2012 - 10.2016

Some College (No Degree) -

Northwestern State University of Louisiana

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