Katie Groullon
Burlington,NC
Summary
Talented passionate individual with an infinite drive. As a multitasker and avid planner, my work proves to be efficient and effective. My greatest strength is in my creativity and eye for design. Motivated and enthusiastic about cultivating strong client and community relationships.
Overview
2
2
years of professional experience
Work History
Relationship Banker
Bank of America
Chapel Hill, NC
01.2022 - Current
- Built long-term relationships with customers by providing personalized service and support.
- Educated clients about various banking products available at the institution.
- Provided clients with financial advice and assistance in setting up accounts, loans, and investments.
- Compiled information about new accounts, entered account information into computers, and filed related forms or other documents.
- Leveraged technology to assist clients with account maintenance, documentation, and disputes utilizing online banking portal.
- Advised consumer and small business clients to help select deposit accounts and other products and financial services.
- Assisted clients in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
Education
Bachelor of Science - Business Administration
University of North Carolina
05.2023
Associate of Science -
Alamance Community College
05.2020
Skills
- Multi-Tasking
- Creative Development
- Problem-solving
- Bilingual (Spanish)
- Time Management
- Networking
- Communicating
- Computer skills
- Microsoft Office
- Google Drive
- Quick learner
- Scheduling
- Financial Advising
Languages
Bilingual (Spanish)
Timeline
Relationship Banker
Bank of America
01.2022 - Current
Bachelor of Science - Business Administration
University of North Carolina
Associate of Science -
Alamance Community College
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