Dedicated Associate Banker with a strong focus on building lasting client relationships and enhancing service quality. Expertise in operational accuracy, cash balancing, and digital banking support, complemented by a proactive approach to customer retention and satisfaction.
Overview
21
21
years of professional experience
Work History
Associate Banker / Vault Custodian
Chase Bank
Milwaukee
05.2024 - Current
Balance and maintain the branch vault with accuracy.
Order, receive, and reconcile cash shipments.
Prepare and distribute cash to banking associates.
Ensured compliance with bank policies and security procedures, safeguarding client assets and branch integrity.
Assist clients with deposits, withdrawals, transfers, and routine banking transactions.
Opened new checking, savings, and consumer accounts, enhancing customer access to banking services.
Educate customers on banking products and digital banking services.
Administered notary services, facilitating important documentation needs for clients at the branch.
Lead Retention Specialist
Charter Communications, Spectrum
Milwaukee
04.2007 - 05.2024
Increased customer retention rates by developing and implementing effective loyalty strategies.
Reduced churn rates by identifying at-risk customers and crafting personalized retention plans.
Enhanced customer satisfaction through proactive communication and timely issue resolution.
Boosted revenue through upselling and cross-selling opportunities during customer interactions.
Increased team productivity by providing training on best practices for retaining customers.