Driven and results-oriented Banker with a proven track record of exceeding sales goals and surpassing client expectations. Highly skilled Relationship Manager with a solid background in managing client relationships, resolving complex issues, and promoting product growth. Known for robust interpersonal skills, strategic planning abilities, and fostering positive rapport among staff and clients. Consistently improved client satisfaction ratings through exceptional service delivery while achieving business objectives. Dedicated to promoting the bank and its products within the community.
Overview
13
13
years of professional experience
Work History
Union Relationship Manager
Cedar Rapids Bank and Trust
Cedar Rapids
07.2018 - Current
Developed strong client relationships through consistent communication.
Portfolio Growth
Product Recommendations
Represents Cedar Rapids Bank & Trust in a positive manner by acting as a professional executive, promoting banking products and functions.
Proactively promotes and cross-sells the full line of Retail and Treasury bank products and services to individuals and businesses, both in person and on the phone. Ensuring that their personal financial needs are met and that long term account relationships are developed and maintained.
Work regular business hours, or additional hours as necessary, to ensure client service standards and client needs are met. Work may be done in office or on location with clients.
Attend Union Board meetings as needed to discuss financial partnerships.
Teach Financial Literacy courses to Unions.
Able to notice, assist and guide individuals and businesses with investment products and services to meet their changing needs.
Contributes to the development and retention of client relationships by providing a consistent quality level of service and taking ownership of service problems until they are resolved to the client's satisfaction.
Customer Service Associate
Community Savings Bank
Cedar Rapids
01.2016 - 01.2018
Use the Customer Acquisition Growth process daily to attract new customers.
Respond to customer requests for checking account information with an effective 8-step presentation.
Developing a relationship with customers by identifying their needs in an effort to communicate and cross sell bank services to meet those needs.
Balance cash drawers, vaults, ATMs and ITMs.
Complete wire transfers, CTRs, cash orders and cash selling.
Branch captain duties including building a theme for the branch and having special projects and tasks.
Ensuring Clients receive the a world class experience each visit.
Assistant Manager
Sport Clips
Coralville
01.2013 - 01.2016
Educating my client on products that would enhance their natural beauty while creating profitability for the business and a loyal customer base for myself.
Responsible for store inventory to ensure my team has all the tools and education they need to do their job to the best of their abilities.
While earning many outstanding achievement awards I have also been teaching technique classes at Capri College Cedar Rapids of which I graduated with honors.