Summary
Overview
Work History
Education
Skills
Timeline
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Grace O'Bannon

Brewton,AL

Summary

Accomplished Retail Banker Floater at United Bank, adept in cash handling and financial product knowledge, enhanced client portfolios through strategic recommendations. Demonstrated exceptional customer relations management at Shrimp Basket, ensuring high satisfaction levels. Proven track record in achieving sales targets and maintaining compliance, showcasing strong analytical and interpersonal skills.

Overview

4
4
years of professional experience

Work History

Retail Banker Floater

United Bank
10.2023 - Current
  • Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
  • Complied with regulatory, legal and ethical requirements to protect bank assets.
  • Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
  • Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
  • Collaborated with team members to achieve branch sales targets and enhance overall productivity.
  • Managed risk effectively by adhering to bank policies and procedures during transactions.

Server

Shrimp Basket
04.2021 - 09.2023
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
  • Addressed customer complaints or concerns professionally, ensuring swift resolution and maintaining positive relationships.

Cashier/Salesperson

Sikes N Kohn
09.2020 - 04.2021
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.

Education

Bachelor of Science - Business Administration And Management

Troy University
Troy, AL
07.2024

Skills

  • Branch operations
  • Cash Handling
  • Banking Software Familiarity
  • Financial Product Knowledge
  • Customer Relations Management
  • Entrepreneur/Business Own @ Grace&Co
  • Data Analysis
  • Financial Planner

Timeline

Retail Banker Floater

United Bank
10.2023 - Current

Server

Shrimp Basket
04.2021 - 09.2023

Cashier/Salesperson

Sikes N Kohn
09.2020 - 04.2021

Bachelor of Science - Business Administration And Management

Troy University

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Grace O'Bannon