Your Name
Summary
My Career Focus is based upon acquiring a senior leveled position and working my way towards management and grow to a position working with customers and the community around me. My goal is to take my talents and assist in boosting a company’s revenue and ethical culture in a sustainable entity. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
8
8
years of professional experience
Work History
SENIOR BANKING
CITIZENS BANK
07.2020 - Current
- Handle lobby leadership, greet and assist customers at the teller window
- And provide excellent service for banking needs
- Accurately processing financial transactions, money market, and IRA account transactions, loans, withdrawals, and option exercises
- Offering world-class customer service by providing complete and accurate information to clients in a multi-task, high-pressure environment that requires attention to detail
- Assisting clients with inquiries about their accounts and retirement goals
- Demonstrating a cooperative and professional work attitude and displaying the ability to work effectively in a team environment
- Handled confidential information for clients such as wills, deeds, and investment account inquiries.
Branch Manger
CW COBY WALLACE
09.2017 - 03.2020
- Handle payroll along with marketing advertisement to local vendors, as well as management functions
- Maximize profits through upsells
- Worked closely with Area managers to facilitate onsite training for 2 new employees
- Responsible for managing office services by ensuring office operations and procedures are organized, correspondences are controlled, filing systems are designed, supply requisitions are reviewed and approved and that clerical functions are properly assigned and monitored
- Produce and distribute correspondence memos, letters, faxes and forms
- Handle complaints provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
- Assist in the preparation of regularly scheduled reports
- Knowledge of human resources management practices and procedures
- Responsible for developing and implementing office policies by setting up procedures and standards to guide the operation of the office
- Ensure to influence Business Unit leadership to make sound strategic decisions for business
- Maintains payroll information by collecting, calculating, and entering data
- Assisted Area Managers in implementing projected projects to maximize quarterly profits
- Managed and Recorded net promoter score for 2 regional branches
- OTHER ONLINE
- PROPERTIES: PORTFOLIO/WEBSITE/BLOG
- COBYM34@GMAIL.COM TWITTER HANDLE 2157967139 LINKEDIN URL
TRAINING ASSISTANT
STARBUCKS
09.2015 - 05.2017
- Greeted customer and determined their specific needs
- Ensured facility was always clean and ready for customers
- Assisted in set up-and break down of facility, while assisting in developing staff.
Education
Bachelors - Wales
May 2017
Skills
- Strategic Thinking
- Personable
- Superb
- Communication Skills
- Team Building
- Innovative
- Customer Oriented
- Customer Service and Sales
Timeline
SENIOR BANKING
CITIZENS BANK
07.2020 - Current
Branch Manger
CW COBY WALLACE
09.2017 - 03.2020
TRAINING ASSISTANT
STARBUCKS
09.2015 - 05.2017