Erech Norton
Personal Banker
Cedar Rapids,Iowa
Summary
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. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Hardworking and passionate job seeker with strong organizational skills eager to secure a position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Personal Banker
Wells Fargo
Cedar Rapids, IA
09.2022 - Current
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Promoted financial products by maintaining excellent service offering knowledge.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- 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.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Processed deposits, withdrawals and ACH transfers accurately.
- Expanded client base by promoting new financial products.
- Followed up with customers to gather feedback and provide additional assistance.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Monitored accuracy of customer information in system.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Provided customers with additional information regarding account services.
- Presented new and additional products and services to existing customers.
Teller
Wells Fargo
Des Moines, Iowa
09.2021 - 10.2022
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Processed customer transactions promptly, minimizing wait times.
- Maintained accurate records of customer transactions in line with bank procedures.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained friendly and professional customer interactions.
- Assisted customers with banking needs and inquiries.
- Established rapport with new clients to increase satisfaction and loyalty.
Sales Associate
AT&T
Altoona, Iowa
09.2020 - 07.2021
- Prepared merchandise for sales floor by pricing or tagging.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Solved customer challenges by offering relevant products and services.
- Engaged with customers to effectively build rapport and lasting relationships.
- Provided positive first impressions to welcome existing, new, and potential customers.
- Rotated stock and restocked shelves to maintain product availability and store appearance.
- Generated advertising brochure for vendor use.
- Stayed current on company offerings and industry trends.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Quoted prices, credit terms and other bid specifications.
- Developed, maintained and utilized diverse client base.
- Contributed to team objectives in fast-paced environment.
- Set and achieved company defined sales goals.
- Maintained current knowledge of evolving changes in marketplace.
- Achieved or exceeded company-defined sales quotas.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Education
High School Diploma -
East High School
Des Moines, IASkills
Financial product knowledge
Banking
Financial Advising
Teller auditing
Branch management
Loan application expertise
Cash Handling
Sales expertise
Sales and marketing
File Maintenance
Sales strategy
Banking operations knowledge
Relationship building and management
Client relationship management
Financial services
Loans
Timeline
Personal Banker
Wells Fargo
09.2022 - Current
Teller
Wells Fargo
09.2021 - 10.2022
Sales Associate
AT&T
09.2020 - 07.2021
High School Diploma -
East High School