Garrett Dale
Richland
Summary
Professional banking expert with strong analytical skills and deep understanding of financial services, risk management, and customer relations. Adept at team collaboration and consistently achieving high-impact results. Reliable and adaptable to changing needs, with expertise in financial analysis, loan processing, and regulatory compliance. Recognized for strong communication abilities and problem-solving skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Banker
Wells Fargo & Company
06.2022 - 06.2024
- Handle transactions including check cashing, deposits, withdrawals, transfers, loan payments, cashiers checks, opening and closing accounts.
- Identify customer needs, provide information on new products and services, and direct customers to proper branch representatives.
- Track, record, and report transactional informational special requests.
- Provide High level of customer service and assistance with a smile.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Programmer
NIU I.T. Division
08.2021 - 01.2022
- Prepared detailed reports on updates to project specifications, progress, identified conflicts, and team activities.
- Worked with software development and testing team members to design and develop robust solutions to meet client requirements for functionality, scalability, and performance.
- Tested server code to validate code changes.
Consulting Intern
Edward Jones, Financial Advising
01.2021 - 08.2021
- Handle small customer accounts and learn how to process and create business accounts.
- Deliver proper and well thought out consultations and provide proper figures to portfolios over a certain degree.
- Construct business plan for clients that deliver satisfactory results based on projected information and outcomes.
- Learn to deliberate with top companies on product delivery or placement and services through commercial advertisement or product viability.
CSR Team Lead
Target
08.2020 - 01.2021
- Handled day-to-day customer contact via phones, faxes, and emails.
- Led customer service projects to address and achieve key business objectives.
- Measured and improved customer satisfaction through feedback surveys and analysis.
- Onboarded and trained customer representatives to meet performance and service goals.
- Coached and mentored service representatives to deliver polite, professional customer interactions.
- Build positive rapport and relationships for high levels of customer satisfaction.
Assistant Store Manager
Dollar Tree
06.2016 - 10.2018
- Handled day-to-day operations including register management, team orientation, daily floor plans and schedules.
- Handle customer service interactions and assist in training and onboarding new customer service representatives.
- Instructed the team on going forward with company regulations and protocols specific to seasonal items or emergency situations.
- Organize emergency situation drills and assistance to the community.
- Coached and mentored service representatives to deliver polite, professional customer interactions.
- Maintain and build relationships with customers and provide training and instruction on customer relations and maintaining positive rapport with clientele.
Education
BBA - Financial Advising
Northern Illinois University
Dekalb, IL05-2027
High School Diploma -
Encampment K-12 School
Encampment05-2014
Skills
- Customer service
- Cash handling
- Creative thinking
- Cash management
- Consumer banking
- Relationship building
- Money transfers
- Customer relationship management
- Know your customer
- Bank sales
- Teller experience
Certification
- Licensed Insurance Salesmen - 2024
- SIE License - 2025
Timeline
Banker
Wells Fargo & Company
06.2022 - 06.2024
Programmer
NIU I.T. Division
08.2021 - 01.2022
Consulting Intern
Edward Jones, Financial Advising
01.2021 - 08.2021
CSR Team Lead
Target
08.2020 - 01.2021
Assistant Store Manager
Dollar Tree
06.2016 - 10.2018
BBA - Financial Advising
Northern Illinois University
High School Diploma -
Encampment K-12 School
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