Justin Holm
Lincoln,NE
Summary
Goal surpassing Relationship Banker with solid background in banking and compliance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
4
4
years of professional experience
Work History
Relationship Banker
BMO N.A.
12.2022 - Current
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
Accounts Representative
West Gate Bank
04.2021 - 12.2022
- Enhanced customer satisfaction by efficiently opening new accounts and addressing client inquiries.
- Streamlined the account opening process for faster service and improved client experience.
- Assisted clients in selecting appropriate financial products based on their needs and goals.
- Collaborated with colleagues to cross-sell additional banking services, increasing overall revenue.
- Utilized strong communication skills to establish rapport with customers and provide exceptional service.
Teller
Union Bank & Trust
12.2019 - 04.2021
- 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.
Education
High School Diploma -
Lincoln Southwest
Lincoln, NENo Degree -
University of Nebraska - Lincoln
Lincoln, NE2025
Skills
- Self Motivation
- Banking operations knowledge
- Written Communication
- Reliability
- Relationship Building
- Problem-solving abilities
Accomplishments
Once we
Timeline
Relationship Banker
BMO N.A.
12.2022 - Current
Accounts Representative
West Gate Bank
04.2021 - 12.2022
Teller
Union Bank & Trust
12.2019 - 04.2021
High School Diploma -
Lincoln Southwest
No Degree -
University of Nebraska - Lincoln