Lindsay Young
Phoenix,AZ
Summary
Dynamic and attentive Personal Banker. I specialize in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
8
8
years of professional experience
Work History
Financial Services Associate
New York Community Bank
08.2022 - 12.2023
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Maintained customer records and updated account information.
- Followed up with customers to gather feedback and provide additional assistance.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Managed my own book of business
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, and signing up for new services.
Universal Banker
US Bank
06.2016 - 09.2017
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Provided advice on different bank products and financial options.
- Streamlined account opening processes for increased efficiency in new customer onboarding.
- Operated teller cash drawer with 100% accuracy
Education
High School Diploma -
Dakota High School
Macomb Twp., MichiganSkills
- MS Office
- Client Relationship Building
- Fraud prevention
- Accounts Payable and Receivable
- Loan applications
- Teller transactions
- Ecommerce
- Auditing
Timeline
Financial Services Associate
New York Community Bank
08.2022 - 12.2023
Universal Banker
US Bank
06.2016 - 09.2017
High School Diploma -
Dakota High School