Experienced Relationship Banker with over 36 years of experience in Banking Industy. Excellent reputation for resolving problems and improving customer satisfaction. Well versed in all positions of branch banking to include teller operations, consumer lending, new account processes and everyday interactions with clients.
Overview
37
37
years of professional experience
Work History
Financial Center Supervisor
Fulton Bank
Macungie, PA
11.2021 - Current
Managed risk effectively through strict compliance with corporate policies, procedures, and regulatory requirements.
Enhanced customer satisfaction with exceptional service, relationship building, and personalized banking solutions.
Maintained schedules for the branch to ensure branch is appropriately staffed.
Provided primary support to internal and external customers.
Responsible for compliance with internal controls, audit procedures and policies.
Represented the bank to the Community through good customer relations.
Observed, coached and developed employees in support of reaching performance goals and objectives.
Recommended products and service to customers offering advice and assistance with special needs and wants.
Supported Manager with any additional projects or any other duties assigned.
Church Treasurer
Grace United Church Of Christ
Northampton, PA
09.2019 - Current
Administered debt service interest and principal
Maintained positive relationships with banking representatives managing church funds
Used Quickbooks and Excel to prepare external audit documentation and financial reports to assist management in operational planning and key decision making
Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management
Oversaw accounts payable and receivable operations for Church expenses
Sr. Relationship Banker
Truist Bank
Northampton, United States
05.1988 - 10.2021
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
Provided primary customer support to internal and external customers
Recommended products to customers, thoroughly explaining details
Offered advice and assistance to customers, paying attention to special needs or wants
Cultivated customer loyalty, promoted repeat business and improved sales
Developed community reputation through commitment to customer satisfaction and strong client relationships
Trained staff on operating procedures and company services