James Ballantyne
Las Vegas,NV
Summary
Well-qualified and results-oriented Banking Professional with over 10 years of successful experience in positions of increasing responsibility and duties. Top-performer with record of accomplishment of consistently meeting or exceeding sales goals and customer expectations. Skilled at educating customers on banking products and recommending best options that meet their short-term and long-term needs. Team player with polished communication skills: verbal, written, interposal, presentations, and rapport building.
Overview
6
6
years of professional experience
Work History
Customer Relationship Consultant 3
U S Bank
05.2017 - 03.2020
- Helped customers open new accounts, make deposits, update information and carry out a range of routine actions
- Provided outstanding service to new and longstanding customers by attending closely to concerns and developing solutions, including both online and our mobile app
- Exceeded company productivity standards on a consistent basis
Customer Service Representative
Kaiser Permanente
08.2016 - 12.2017
- Identified needs of customers promptly and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Customer Service Representative
Ameriprise Financial Svcs
09.2014 - 01.2016
- Developed strong relationships with customers by providing personalized assistance and support.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Education
Theology/Psychology
Canadian Bible College
Regina, SKSkills
- Customer Service Relations
- Marketing Financial Services
- Staff Training & Development
- Banking Products & Services
- New Business Development
- Account Origination
- Regulatory Compliance
- Relationship Building
- Revenue Growth Generation
- Branch Management
- Account Management
- Project Management
- Teller Operations
- Communications
Timeline
Customer Relationship Consultant 3
U S Bank
05.2017 - 03.2020
Customer Service Representative
Kaiser Permanente
08.2016 - 12.2017
Customer Service Representative
Ameriprise Financial Svcs
09.2014 - 01.2016
Theology/Psychology
Canadian Bible College
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