Summary
Overview
Work History
Education
Skills
Timeline
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Julie Workman

Butler,OH

Summary

Accomplished Senior Private Client Banker at KeyBank with expertise in wealth management and relationship building. Enhanced client satisfaction through tailored financial solutions and exceptional service. Proven track record in mentoring and teamwork while driving branch growth. Skilled in problem-solving and customer service.

Experienced leader with strong background in guiding teams and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Hardworking and passionate individual with strong organizational skills eager to secure the Branch Manager position. Ready to help team achieve sales goals and overall branch performance.

Overview

25
25
years of professional experience

Work History

Senior Private Client Banker

KeyBank
04.2006 - Current
  • Mentored junior bankers on best practices in relationship management and product knowledge, contributing to team success overall.
  • Conducted comprehensive reviews of clients' financial situations, developing customized wealth management plans.
  • Participated in ongoing professional development to continuously enhance skills and market expertise.
  • Provided guidance on credit products, assisting clients in successfully navigating the lending process.
  • Developed a thorough understanding of clients' financial goals and risk tolerance, enabling the provision of highly personalized advice and recommendations.
  • Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
  • Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
  • Cultivated strong customer relationships by providing experienced advice.
  • Helped clients make informed decisions about financial future.
  • Maintained in-depth product and service knowledge for well-informed customer advice.

Licensed Personal Banker

Huntington Bank
02.2001 - 04.2006
  • Exceeded performance goals consistently throughout tenure as Licensed Personal Banker through diligent work and commitment to customer satisfaction.
  • Implemented effective referral strategies to establish relationships with potential customers and boost branch growth.
  • Established rapport with clients through attentive listening, understanding their financial needs, and recommending suitable products and services.
  • Developed strong relationships with local businesses as part of community outreach efforts aimed at expanding the bank's presence in the area.
  • Provided exceptional support during audits by maintaining accurate records and collaborating with internal teams to ensure compliance with all regulatory requirements.
  • Mentored new employees on company policies, procedures, and best practices in personal banking services.
  • Contributed to branch sales goals by proactively identifying opportunities for cross-selling and upselling banking products.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Managed risk effectively by adhering to strict compliance requirements while conducting daily transactions.
  • Collaborated with team members to ensure seamless service delivery during high-volume periods or staff shortages.

Education

High School Diploma -

Loudonville High School
Loudonville, OH

Skills

  • Client acquisition
  • Customer Service-oriented
  • Relationship building and management
  • Employee motivation
  • Teller support
  • Resourcefulness
  • Sales expertise
  • Account audits
  • Teamwork and collaboration
  • Honest and dependable
  • Time management
  • Reliability
  • Excellent communication
  • Organizational skills
  • Self motivation
  • Professionalism

Timeline

Senior Private Client Banker

KeyBank
04.2006 - Current

Licensed Personal Banker

Huntington Bank
02.2001 - 04.2006

High School Diploma -

Loudonville High School

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Julie Workman