Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Genesis Valedon

Williamsport,PA

Summary

Proven Relationship Banker with a track record of expanding client bases by over 30% at First National Bank through exceptional relationship building and sales expertise. Skilled in bilingual communication and financial services, adept at resolving customer complaints and enhancing satisfaction. Efficient in cash handling and data entry, demonstrating a commitment to accuracy and client success.

Overview

3
3
years of professional experience

Work History

Relationship Banker

First National Bank
10.2023 - Current
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Explained account terms and conditions to customers.
  • Coordinated account openings, consumer loans, home equity lines of credit and referrals to business partners.

Teller

PNC Bank
08.2021 - 10.2023
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.

Education

High School Diploma -

J.P McCaskey
Lancaster,PA
06.2021

Skills

  • Relationship building and management
  • Customer Service-Oriented
  • Sales expertise
  • Cash Handling
  • Bilingual
  • Financial Services
  • Creative Thinking
  • Organized

Languages

Spanish
Native or Bilingual

Timeline

Relationship Banker

First National Bank
10.2023 - Current

Teller

PNC Bank
08.2021 - 10.2023

High School Diploma -

J.P McCaskey
Genesis Valedon