Joe Lawrence
Holland,MI
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
4
4
years of professional experience
Work History
Universal Banker
Choice One Bank
Coopersville, Michigan
11.2023 - Current
- Provided guidance on establishing automatic transfers between various accounts.
- Answered telephone inquiries regarding account balances, fees or general information.
- Verified customer identity through driver's license or other forms of identification.
- Maintained records of customer interactions and transactions in accordance with bank policies.
- Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Assisted customers with online banking setup and troubleshooting issues.
- Explained banking products and services such as checking accounts, savings accounts, loans and credit cards to potential customers.
- Assisted customers with setting up direct deposits for their payroll checks.
- Attended weekly meetings with branch managers to discuss goals related to sales targets.
- Researched account discrepancies or errors identified during audits or reviews.
- Developed relationships with business owners to promote commercial banking services.
- Received incoming wires from other financial institutions into customer accounts.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Cross-sold bank products such as debit cards, credit cards and overdraft protection plans to existing customers.
- Advised customers on how to use mobile banking applications effectively.
- Educated customers about the features of different types of bank accounts available.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Completed routine transfers, deposits and bill payments.
Teller
Choice One Bank
Coopersville, Michigan
05.2022 - 11.2023
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Explained account information to customers in detail as needed.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Maintained accurate records of all transactions for compliance purposes.
- Verified customers' identification to ensure compliance with laws and regulations.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Continuously updated knowledge about banking products, services, policies and regulations.
Production Worker
Gentex
Holland, MI
05.2021 - 08.2021
- Identified defective parts or components and removed them from production line.
- Inspected product quality prior to packaging and shipment.
- Cleaned up work area at end of shift to maintain safe working environment.
- Tracked production data such as number of items produced per hour, day, week.
Overnight Fulfillment Associate
Amazon
Caledonia, Michigan
03.2020 - 08.2020
- Monitored stock levels and replenished inventory as needed.
- Assisted with loading and unloading trucks for deliveries and pickups when needed.
- Utilized RF scanners to complete orders quickly and accurately.
- Collaborated with supervisors to develop strategies for improving operational efficiencies.
Education
BBA - Finance
Grand Valley State University
Allendale, MI12-2022
High School Diploma -
West Ottawa High School
Holland, MI05-2018
Skills
- Risk management understanding
- Check processing
- Asset Allocation
- Customer Needs Assessment
- Loan Processing
- Wire Transfers
Timeline
Universal Banker
Choice One Bank
11.2023 - Current
Teller
Choice One Bank
05.2022 - 11.2023
Production Worker
Gentex
05.2021 - 08.2021
Overnight Fulfillment Associate
Amazon
03.2020 - 08.2020
BBA - Finance
Grand Valley State University
High School Diploma -
West Ottawa High School