Summary
Overview
Work History
Education
Skills
Timeline
I have done most of the jobs in my current branch and have the desire to give great customer service
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Erin Dunn

Milton-Freewater,OR

Summary

Dynamic Personal Banker at WaFd Bank with a proven track record in relationship building and customer satisfaction. Expert in analyzing client needs to deliver tailored banking solutions, enhancing retention. Skilled in regulatory compliance and cross-selling products, while leading teams to improve operational efficiency and foster a positive customer experience.

Knowledgeable Customer Service Representative with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.

Overview

29
29
years of professional experience

Work History

Personal Banker

WaFd Bank
Milton-Freewater, OR
06.1997 - Current
  • Cultivated strong customer relationships through personalized financial advice and product recommendations.
  • Analyzed client needs to deliver tailored banking solutions, enhancing customer satisfaction and retention.
  • Trained and mentored junior bankers on compliance regulations and effective sales strategies for optimal performance.
  • Collaborated with management to develop strategic initiatives aimed at expanding market share within local community.

Senior Customer Service Representative

Bank of America
Milton-Freewater OR
06.1997 - 12.2015
  • Established strong rapport with customers, fostering long-term relationships and repeat business.
  • Resolved customer service issues using company processes and policies and provided updates to customers.
  • Demonstrated excellent multitasking abilities by managing multiple concurrent tasks while ensuring timely completion.
  • Engaged clients in person and over phone to answer questions and address complaints.

Education

High School Diploma -

McLoughlin High School
Milton-Freewater, OR
05.1987

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Positive attitude
  • Cash handling
  • Interpersonal skills
  • Banking policies and procedures
  • Regulatory compliance
  • Transaction processing
  • Teller support
  • Professional appearance
  • Rapport building
  • Multitasking Abilities
  • Customer service-focused

Timeline

Personal Banker

WaFd Bank
06.1997 - Current

Senior Customer Service Representative

Bank of America
06.1997 - 12.2015

High School Diploma -

McLoughlin High School

I have done most of the jobs in my current branch and have the desire to give great customer service

I enjoy opening accounts and giving great customer service.   I am looking for something less stressful and predictable.  I am currently the vault, personal banker and occasional teller.