George Lewis
North East,MD
Summary
Proven Branch Banker at PNC Bank, adept in credit analysis and fostering robust customer relationships, significantly enhancing client base and satisfaction. Expert in anti-money laundering compliance and persuasive communication, I excel in driving financial product sales and maintaining high levels of customer service. Achieved notable success in cross-selling and referral generation, contributing to branch growth.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Branch Banker
PNC Bank
North East, MD
02.2021 - Current
- Developed and maintained relationships with potential and existing clients to expand the customer base.
- Utilized banking software to record and analyze customer data, enhancing service delivery.
- Regularly ordered supplies, such as currency bags, checked stock paper, and coin rolls.
- Collaborated with team members to meet branch targets and objectives.
- Participated in community events and workshops to represent the bank and foster community relations.
- Ensured the accuracy of ATMs by performing periodic maintenance checks on hardware components.
- Monitored security cameras throughout the branch to ensure the safety of employees and customers.
- Facilitated wire transfers and processed foreign currency exchanges accurately.
- Assisted customers with opening new accounts, processing deposits and withdrawals, cashing checks, and making loan payments.
- Conducted financial reviews for existing customers to identify additional products or services that could benefit them.
- Processed wire transfers, money orders, and stop-payment requests in accordance with established procedures.
- I greeted customers, identified customer needs, and provided appropriate banking services.
- Participated in outreach activities at schools, churches, and other organizations to promote bank products and services.
- Monitored and reported suspicious activities to comply with anti-money laundering regulations.
- Attended staff meetings regularly to stay informed about changes in policy or procedure.
- Analyzed competitors and market trends to facilitate business growth.
- Monitored economic trends to advise clients on potential impacts on their financial health.
- Resolved customer complaints and inquiries, ensuring high levels of customer satisfaction.
- Managed account information, including updating addresses, phone numbers, and email addresses.
Office Manager
Caliber Collision
Elkton, MD
01.2017 - 04.2020
- Complied with federal, state, and local regulations affecting body shop operations.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Scheduled preventive and corrective maintenance on rental equipment.
- Assisted customers with scheduling appointments or making payments.
- Tracked progress of projects within the body shop office area.
- Performed bookkeeping duties, including accounts payable and receivable, general ledger entries, and bank reconciliations.
- Delegated work to staff, setting priorities and goals.
- Inspected vehicle repairs for quality control during the entire repair process and before customer delivery.
- Resolved customer complaints promptly and efficiently.
- Processed invoices from suppliers accurately and timely.
- Prepared payroll documents for each employee in the body shop.
- Monitored stock levels, identified discrepancies, and resolved issues on time.
- Prepared staff work schedules and assigned team members to specific duties.
Inbound Call Center Representative
AAA Mid-Atlantic
Newark, DE
01.2013 - 01.2017
- Utilized knowledge base to answer inquiries from customers quickly and effectively.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Relayed work orders, messages, or information using telephones or two-way radios.
- Analyzed operational data to identify trends and areas for improvement.
- Scheduled or dispatched workers, equipment, or service vehicles to locations using radios or telephones.
- Received and dispatched calls for emergency services.
- Utilized computer systems to locate addresses, calculate estimated arrival times, and provide directions when necessary.
- Performed administrative duties such as filing paperwork, updating databases, and preparing documents for management staff review.
- Answered, screened, and processed many calls daily with a call management system and web-based communications.
- Prevented key account losses by researching discrepancies and correcting problems.
- Contacted customers about potential service upgrades, new services, and account changes.
Education
High School Diploma -
North East High School
North East, MD06-2006
Some College (No Degree) - History
Arizona State University
Tempe, AZSkills
- Budgeting assistance
- Credit analysis
- Debt Counseling
- Loan processing
- Foreign exchange transactions
- Teller support
- Anti-money laundering
- Loan administration
- Account updates
- Cash balancing
- Cash handling and management
- Banking document preparation
- Credit assessment
- Branch operations
- BSA compliance
- Loan origination
- Sales tactics
- Customer relationship management
- Account monitoring
- Financial product sales
- Cash oversight
- Due diligence
- Loan closing
- Cash ordering
- Customer Service-oriented
- Persuasive communication style
- Employee motivation
- Cross-selling expertise
- Equity capital markets
- Generating referrals
Accomplishments
- 2023 PNC MARKET ALLSTAR
- 2024 PNC MARKET ALLSTAR
- 2024 PNC PEAK PROFROMACE
Certification
- MLS # 2126753
- Notary Public
References
References available upon request.
Timeline
Branch Banker
PNC Bank
02.2021 - Current
Office Manager
Caliber Collision
01.2017 - 04.2020
Inbound Call Center Representative
AAA Mid-Atlantic
01.2013 - 01.2017
High School Diploma -
North East High School
Some College (No Degree) - History
Arizona State University
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