John Annis
Milwaukee,WI
Summary
Dynamic and attentive [Job Title] specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo
Milwaukee, WI
02.2023 - Current
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Teller
Port Washington State Bank
Cedarburg, WI
08.2022 - 02.2023
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
Teller
BMO
Chandler, AZ
12.2021 - 07.2022
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
Supervisor
Sam's Club
Gilbert, AZ
04.2020 - 12.2021
- Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
- Streamlined operations for increased efficiency through regular process reviews and implementing necessary changes.
- Reduced employee turnover by fostering a positive work environment and providing ongoing feedback to staff members.
- Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
- Developed staff skills through targeted training programs, resulting in improved performance and career growth opportunities.
- Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.
- Conducted performance evaluations for staff members, identifying areas of improvement and guiding professional development plans.
- Implemented safety protocols to minimize workplace accidents and maintain compliance with industry standards.
Bartender Supervisor
The Cheesecake Factory
Glendale, WI
07.2013 - 05.2016
- Enhanced customer satisfaction by efficiently managing staff and promptly addressing guest concerns.
- Improved staff performance through comprehensive training programs and regular feedback sessions.
- Reduced waste and costs by closely monitoring inventory levels and implementing proper storage techniques.
- Collaborated with other department supervisors to create a seamless guest experience throughout the establishment.
- Streamlined bar operations for increased efficiency by implementing new inventory management systems.
Education
Associate of Arts - General Education And Spanish
MATC
Milwaukee, WI05.2024
High School Diploma -
Whitefish Bay High Schoo;
Whitefish Bay, WI06.2009
Skills
- Wealth Management
- Financial Product Knowledge
- Transaction Processing
- Relationship Building
- Fraud Prevention
- Banking Policies and Procedures
- Customer Service
- Client Relationship Management
Certification
Public Notary of Wisconsin
NMLS ID: 2506791
Languages
Spanish
Professional Working
Timeline
Personal Banker
Wells Fargo
02.2023 - Current
Teller
Port Washington State Bank
08.2022 - 02.2023
Teller
BMO
12.2021 - 07.2022
Supervisor
Sam's Club
04.2020 - 12.2021
Bartender Supervisor
The Cheesecake Factory
07.2013 - 05.2016
Associate of Arts - General Education And Spanish
MATC
High School Diploma -
Whitefish Bay High Schoo;