Results-oriented Personal Banker II with a strong track record in client relationship management and compliance. Recognized for improving customer satisfaction and generating new business through attention to detail and proactive engagement. Eager to leverage expertise to drive branch success.
Overview
34
34
years of professional experience
Work History
Personal Banker II
5/3 Bank
06.2025 - Current
Assisted clients with account inquiries and transactions, ensuring accurate and efficient service delivery.
Educated customers on banking products, enhancing their financial literacy and promoting product adoption.
Processed loan applications and conducted credit checks to facilitate timely approvals for clients.
Collaborated with team members to achieve branch goals, fostering a supportive work environment.
Engaged in continuous learning about new products and services to provide up-to-date information to clients.
Resolved customer issues promptly by identifying solutions that met their financial needs effectively.
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Improved customer satisfaction by providing personalized banking solutions and exceptional service.
Finance Manager
BMW Financial Services
09.2004 - 04.2015
Collaborated with cross-functional teams to support business objectives through data-driven decision-making.
Analyzed market trends to inform investment decisions and drive strategic growth opportunities.
Reviewed documentation and identified financial discrepancies where applicable.
Streamlined month-end close process, reducing time spent on manual tasks and improving data accuracy.
Developed comprehensive financial reports for executive decision-making support.
Combat Medic
United States Air Force, USAF
01.1992 - 09.1999
Administered emergency medical care in high-pressure environments to ensure soldier safety and operational readiness.
Conducted comprehensive patient assessments to determine critical needs and prioritize interventions effectively.
Collaborated with multidisciplinary teams to implement treatment plans and enhance patient outcomes during missions.
Trained junior personnel in advanced medical techniques, fostering skill development and operational proficiency.
Educated military personnel on first aid techniques and preventative medicine practices to reduce injury rates within the unit.
Increased soldier readiness through regular health screenings, vaccinations, and preventive medicine initiatives.
Established field medical stations to provide triage and stabilization services during large-scale operations.
Promoted a culture of safety by adhering to established guidelines for infection control and hazardous materials handling during all aspects of patient care.
Served as a vital communication link between frontline units and supporting medical elements during combat operations.
Demonstrated adaptability when faced with limited resources or challenging environmental conditions while delivering quality patient care.
Enhanced patient survival rates by providing timely and accurate medical care on the battlefield.