Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Levi Dille

JULESBURG,CO

Summary

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Personal Banker

Points West Community Bank
05.2022 - 08.2023
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Utilized customer relationship management software to provide accurate and complete customer service.

Education

Bachelor of Science - Accounting CPA And Finance

College of The Ozarks
Point Lookout, MO
05.2024

Skills

  • Growth Portfolios
  • Loss Mitigation
  • Professional Industry Communication
  • Financial Profiling
  • Collateral Valuation
  • Small Business Relations
  • MS Office Suite
  • Trading Operations
  • Ratio Calculations
  • Financial Analysis

Certification

  • First Aid/CPR Certified
  • OSHA General Certification

Timeline

Personal Banker

Points West Community Bank
05.2022 - 08.2023

Bachelor of Science - Accounting CPA And Finance

College of The Ozarks

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Levi Dille