Lynne Christian
Holiday,FL
Summary
Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities.
Overview
1
1
year of professional experience
Work History
Relationship Banker
Barnet Bank
Pinellas Park, FL
05.2021 - 05.2022
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Continually boosted branch production and revenue by [Number]% by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by [Number]% by upselling [Type] and [Type] banking products and financial services to customers.
- Developed [Timeframe] summaries to assess each client's participation level and determine targets for follow-up plans.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
Education
High School Diploma -
Pinellas Park High School
Largo, FL06.1981
Skills
- Conflict Resolution Techniques
- Accounts Payable and Accounts Receivable
- Correspondence Writing
- Regulatory Requirements
Timeline
Relationship Banker
Barnet Bank
05.2021 - 05.2022
High School Diploma -
Pinellas Park High School
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