Julie Verheyn
KeyBank National Association
Medina,NY
10
years of professional experience
Knowledgeable Personal Banker with solid background in financial services and client relationship management. Adept at identifying client needs and recommending tailored banking solutions. Demonstrated expertise in cross-selling banking products and maintaining high client satisfaction through effective communication and problem-solving.
Work History
Personal Banker
6 Years 1 Month- Analyzed financial data to provide tailored banking solutions for diverse client needs.
- Led client relationship management initiatives, enhancing customer satisfaction and retention rates.
- Streamlined account opening processes, reducing wait times and improving service efficiency.
- Developed and implemented strategies for cross-selling bank products, increasing overall sales performance.
- Ensured compliance with regulatory standards, minimizing risk for both clients and the organization.
- Established strong partnerships with local businesses, driving community engagement and brand awareness.
- Conducted regular training sessions on new banking technologies, promoting adoption among staff and clients.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Personal Banker
3 Years 5 Months- Analyzed financial data to provide tailored banking solutions for diverse client needs.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Education
High School Diploma
Skills
Client management
Sales expertise
Cross-selling products
Loan processing
Account maintenance
Branch operations
Banking policies and procedures
Issues resolution
Attention to detail
Interpersonal skills
Timeline
Personal Banker
KeyBank National Association
07.2020 - CurrentRead More
Personal Banker
Northwest Bank
02.2017 - 07.2020Read More
Royalton Hartland Central School
High School Diploma
Read More