Highly motivated, successful Client Relationship Consultant with 36 years of US Bank experience who is passionate about customer service and coaching.
Overview
29
29
years of professional experience
Work History
Client Relationship Consultant 4
US Bank National Association
01.2020 - Current
Create, grow and maintain client relationships by forming trust, demonstrating knowledge, and using digital tools.
Communicate clearly and effectively to guide clients on a path to financial success.
Navigate rapidly evolving technology and keeping a digital first mindset.
Collaborating with my business partners, making it a smooth referral process and adding more value to my clients experience.
Interview, onboard, train and mentor new CRC's.
Total needs met is a big part of our scorecard, I am currently ranked the third highest CRC in our district in both total needs met and credit card sales.
Teller 3
US Bank National Association
02.2004 - 01.2020
Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Disbursed cash and checks accurately while maintaining security of cash drawers.
Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
Teller Supervisor/Customer Service Manager
US Bank National Association
12.1994 - 02.2004
Managed teller schedules, ensuring adequate staffing levels during peak business hours.
Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Collaborated with management to establish branch goals, developing strategies to achieve them.
Trained new hires on customer service policies and procedures.
Risk Assessment Program Lead, Vice President at US Bank National AssociationRisk Assessment Program Lead, Vice President at US Bank National Association
Program Manager, Customer Service Representative at US Bank National AssociationProgram Manager, Customer Service Representative at US Bank National Association