Summary
Overview
Work History
Education
Skills
Timeline
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Karen Johnson

Wilmington,NC

Summary

Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.

Overview

15
15
years of professional experience

Work History

Financial Service Representative

First Citizens Bank & Trust
Wilmington, NC
10.2015 - Current
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Communicated professionally with colleagues, business partners and clients.
  • Maintained up-to-date knowledge of product and service changes.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Promoted financial products by maintaining excellent service offering knowledge.

Personal Banker

Bank Of America
Wilmington, NC
02.2007 - 10.2015
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Expanded client base by promoting new financial products.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Approached prospective clients through cold calling and emails to meet sales targets.

Education

High School Diploma -

Mark Rutherford Upper School
Bedford, England

Skills

  • Building Customer Trust and Loyalty
  • Understanding Customer Needs
  • Courteous with Strong Service Mindset
  • Verbal and Written Communication
  • Inbound and Outbound Calling
  • Data Entry and Maintenance
  • Responding to Difficult Customers

Timeline

Financial Service Representative

First Citizens Bank & Trust
10.2015 - Current

Personal Banker

Bank Of America
02.2007 - 10.2015

High School Diploma -

Mark Rutherford Upper School
Karen Johnson