Summary
Overview
Work History
Education
Skills
Timeline
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Emma King

Nashville,TN

Summary

Dynamic financial professional with a proven track record at US Bank, enhancing client relationships and bank profitability through expert financial advice and effective currency management. Skilled in team collaboration and client engagement, consistently delivering exceptional customer service and driving successful financial planning. Excelled in money handling and new account setup, ensuring regulatory compliance and customer satisfaction.

Overview

3
3
years of professional experience

Work History

Client Relationship Consultant

US Bank
Nashville, TN
08.2024 - Current
  • Received and counted daily inventories of cash, drafts and checks.
  • Researched account information regarding loans and deposits.
  • Ensured compliance with all regulatory requirements during the process of account opening and management.
  • Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
  • Advised customers on bank products, services and financial planning options.

Teller

Associated Bank
Green Bay, WI
09.2022 - 08.2024
  • Adhered to financial services security and audit procedures.
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Directed specific questions to appropriate branch personnel.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
  • Explained account information to customers in detail as needed.
  • Maintained accurate records of all transactions for compliance purposes.

Produce Clerk

Festival Foods
Green Bay, WI
08.2021 - 09.2022
  • Checked prices and located products for customers.
  • Pulled items from stock using lift equipment and added to shelves or bins.
  • Assisted customers with product selection and answered questions regarding nutritional value or storage tips.
  • Provided excellent customer service by greeting each customer promptly.
  • Performed quality checks on produce, removing damaged or spoiled items promptly.
  • Recommended, selected and located merchandise based on customer desires.

Education

High School Diploma -

Homeschooled
Green Bay
06-2022

Skills

  • Team collaboration
  • Client engagement
  • Client relationships
  • Financial advice
  • Currency management
  • New account setup
  • Money handling

Timeline

Client Relationship Consultant

US Bank
08.2024 - Current

Teller

Associated Bank
09.2022 - 08.2024

Produce Clerk

Festival Foods
08.2021 - 09.2022

High School Diploma -

Homeschooled
Emma King