Summary
Overview
Work History
Education
Skills
Timeline
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Kenneth Edwards

Charlotte,NC

Summary

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.

Overview

14
14
years of professional experience

Work History

RELATIONSHIP BANKER

Bank of America
02.2019 - 11.2022
  • Helped customers understand available services and select best bank product, such as deposit account or investment strategy.
  • Accurately opened new accounts by correctly compiling the customer's information and filing related forms.
  • Investigated and resolved customers' account errors, correcting bank records and eliminating discrepancies.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Managed daily tasks consistently and sought out opportunities to go beyond requirements and support business targets.

CLIENT SERVICE REPRESENTATIVE

Bank of America
07.2015 - 02.2019
  • Used expert sales and service abilities to consistently achieve sales and referral goals.
  • Employed excellent money handling abilities to operate and balance cash drawer daily.
  • Followed company and regulatory policies to protect customer and bank assets.
  • Served as first point of contact for clients and displayed positive first impressions through friendly and expert customer service.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Answered telephone inquiries on checking and savings accounts, loans and lines of credit.

Business Phone Banker

Wells Fargo
04.2014 - 04.2015
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Maintained accurate record-keeping with proactive attention to client information updates.
  • Coordinated with operations staff to resolve service problems and boost client satisfaction.
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances.
  • Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
  • Helped customers complete online banking services and assisted with user access problems such as forgotten passwords.

Team Leader Member

Target
08.2008 - 04.2014
  • Planned and adjusted daily shift needs based on seasonal, weekly or hourly business demands.
  • Mentored and guided employees to foster proper completion of assigned duties.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Conducted training and mentored team members to promote productivity, accuracy and commitment to friendly service.
  • Coached team members in customer service techniques, providing feedback and encouragement toward reaching sales goals.

Education

Biology

North Carolina A & T State University
Greensboro, NC

Skills

  • Financial Due Diligence
  • Customer Information Databases
  • Teller Auditing
  • Account Closing
  • Customer Service and Assistance
  • Coaching and Mentoring
  • Financial Analysis
  • Operational Efficiency and Safety
  • Bill Payment Receipt
  • Complex Information Interpretation
  • Phone Inquiries
  • Information Processing

Timeline

RELATIONSHIP BANKER

Bank of America
02.2019 - 11.2022

CLIENT SERVICE REPRESENTATIVE

Bank of America
07.2015 - 02.2019

Business Phone Banker

Wells Fargo
04.2014 - 04.2015

Team Leader Member

Target
08.2008 - 04.2014

Biology

North Carolina A & T State University

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Kenneth Edwards