Joshua Latham
Westminster,CO
Summary
Dedicated worker focused on customer satisfaction and providing high-quality service. Determined to exceed expectations and take on higher responsibilities.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Relationship Banker
Community Banks of Colorado
Arvada, CO
12.2022 - 06.2025
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Educated clients about various banking products available at the institution.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Modified, opened and closed customer accounts.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Education
High School Diploma -
Northglenn High School
Northglenn, CO05-2021
Skills
- Customer account management
- Transaction processing
- Effective customer service
- Team collaboration
- Time management
- Employee training
Certification
- Licensed Notary
Timeline
Relationship Banker
Community Banks of Colorado
12.2022 - 06.2025
High School Diploma -
Northglenn High School