Dynamic banking professional with a proven track record at First United Bank & Trust, excelling in customer service and relationship management. Skilled in cash handling and creative problem-solving, I consistently enhanced client satisfaction through tailored financial solutions and effective communication, contributing to branch sales targets and fostering a positive work environment.
Overview
3
3
years of professional experience
Work History
Banker
First United Bank & Trust
02.2025 - Current
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
Educated customers on features and benefits of banking products and services.
Opened, closed, and updated accounts for customers.
Strengthened customer relationships through attentive service and prompt resolution of inquiries.
Balanced teller drawers and ATM cash.
Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Administration Assistant
Texas Farm Bureau Insurance
10.2022 - 04.2024
Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
Supported executive staff through scheduling meetings, coordinating travel arrangements, and preparing crucial documents.
Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
Education
Bachelor Of Business Administration And Management - Business Administration
Howard Payne University
Brownwood, TX
12.2020
Skills
Customer service
Cash handling
Creative thinking
Cash management
Goal planning
Customer Service-oriented
Analytical thinking
Developing customer relationships
Money transfers
Self-motivated nature
Customer relationship management
Analyzing performance
Sales proficiency
Documentation skills
Project management
Timeline
Banker
First United Bank & Trust
02.2025 - Current
Administration Assistant
Texas Farm Bureau Insurance
10.2022 - 04.2024
Bachelor Of Business Administration And Management - Business Administration