Dedicated business professional that is operationally driven and a self-motivated individual with 10+years experience in the Financial/Customer Service Industry. Seeking a position to showcase my organizational and results driven skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Personal Banker
Fifth Third Bank
Louisville, KY
10.2016 - Current
Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
Helped customers open and close accounts, apply for loans and make sound financial decisions.
Met with customers to analyze financial needs and maximize sales opportunities.
Processed loan applications according to established guidelines.
Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
Obtained credit records from various reporting agencies to open new accounts.
Reviewed existing accounts for accuracy of information and compliance with regulations.
Expanded customer relationships by maintaining regular follow-up processes and rapport.
Followed operational standards, promoting security, risk management and compliance.
Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
Prepared bank deposits, general ledger postings and statements.
Maintained accurate records of all transactions conducted throughout the day.
Monitored changes in laws related to banking policies and procedures.
Used customer and bank records to investigate and correct errors upon customer request.
Executed wire transfers of funds in compliance with banking best practices.
Identified potential fraud risks on accounts and reported suspicious activities to management.
Prioritized and organized tasks to efficiently accomplish service goals.
Assistant Manager
New York and Company
Louisville, KY
06.2015 - 06.2016
Oversaw aspects of maintenance, inventory, and daily activity management.
Supervised a team of employees and provided ongoing training to ensure high levels of customer satisfaction.
Interviewed and vetted job applicants to make effective hiring decisions and fill vacancies with strong team members.
Monitored progress by establishing plans, budgets and measuring results.
Provided mentorship for employees to generate sales, promote effective upselling and cross-sell to improve retail productivity.
Managed the day-to-day operations of the store, including customer service, inventory management and staff scheduling.
Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
Ensured compliance with all safety regulations throughout the store premises.
Handled complaints from customers by empathetically listening, recording details and offering solutions.
Completed thorough opening, closing and shift change functions to maintain operational standards each day.
Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.