Esquire Zeigler
Buffalo,NY
Summary
Dynamic and attentive Relationship Manager specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
9
9
years of professional experience
Work History
Personal Banker
KeyBank
01.2022 - Current
- Follow legal and regulatory requirements in all actions established by bank and state.
- Network to increase client base and encourage existing clients to expand financial portfolio.
- Overcome objectives by understanding concerns and positioning correct solutions for client's needs.
- Work closely with management to strategize sales techniques to increase branch production and customer service.
- Assist customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Develop relationships and trust with clients to build greater client experience and client base.
- Build pipelines for Private Banking, Financial Advisors, Mortgage Loan Officers and Business Banking within 1st quarter of banking career.
- Utilize customer relationship management software to provide accurate and complete customer service.
- Serve as backup to Branch Manager when branch manager is unavailable.
Teller
KeyBank
08.2021 - 01.2022
- Serviced retail and business clients by completing account transactions quickly and efficiently.
- Cross-sold bank products by answering inquiries in person or on phone.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained customer confidence and protected bank operations by keeping information confidential.
- Built and maintained client relationships.
Internship Student
KeyBank
05.2021 - 08.2021
- Accepted and accurately processed all financial service transactions.
- Maintained responsibility for cash drawer and followed proper balancing procedures.
- Acted as resource to identify and resolve clients' servicing issues.
- Listened for clues for Financial Wellness opportunities during client's conversations and appropriately transitioned clients to banker.
- Explored new technologies and approaches to streamline processes.
- Observed and gained knowledge from Personal Bankers.
- Built client rapport.
Digital Order Representative
Great Lakes Dental
09.2018 - 03.2020
- Monitored incoming/exporting digital orders and entries to process all cases.
- Stored and accessed data through various programs to update company's cloud computing.
- Created digital users and new lab accounts to ensure password set up was correct for organization.
- Communicated with staff and patients to suggest improved web portal information as appropriate.
- Provided telephone and email support to customers for digital orders.
- Worked and navigated company software and programs.
Medical Coordinator, Direct Support Professional
Community Services
11.2014 - 09.2019
- Followed written and verbal instructions on managing medication and delivering daily medication promptly.
- Coordinated and communicated with nurse and other medical offices to schedule patients' medical appointments and files.
- Assisted with crisis intervention to de-escalate challenging behavior and maintain peaceful encounters.
- Recorded medication dosage and times to ensure medication accuracy.
- Developed and implemented individualized care plans to meet individual needs of each client.
- Preserved patient record privacy using electronic health systems.
- Documented changes in patient health conditions and progress through scheduled check-ups and monitoring.
- Utilized precise communication skills to avoid error in individual care, documentation, and observation of change.
Education
Bachelor of Science - Business Administration, Management
Buffalo State University, SUNY
12.2021
Associate of Applied Science - Business Administration, Office Management
Erie Community College
Buffalo, NY05.2018
Skills
Technical Skill
- Proficiently skilled in Microsoft Office
- Information management experience
- High level of accounting experience
- Data Integrity
- Excellent Computer navigating skills
Relevant Skill
- Excellent Verbal and Written Communication
- Client Relationship Management
- Accuracy and attention to details
- Account Management
- Analytical thinking and planning
- Financial Due Diligence
- Lender Relations
Timeline
Personal Banker
KeyBank
01.2022 - Current
Teller
KeyBank
08.2021 - 01.2022
Internship Student
KeyBank
05.2021 - 08.2021
Digital Order Representative
Great Lakes Dental
09.2018 - 03.2020
Medical Coordinator, Direct Support Professional
Community Services
11.2014 - 09.2019
Bachelor of Science - Business Administration, Management
Buffalo State University, SUNY
Associate of Applied Science - Business Administration, Office Management
Erie Community College
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