Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
4
4
years of professional experience
Work History
Relationship Banker 1
Regions Bank
Mascoutah, IL
02.2023 - Current
Performed daily reconciliation of teller drawer within established limits.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Maintained confidentiality of all customer records and information according to company policies.
Continuously updated knowledge about banking products, services, policies and regulations.
Identified fraudulent activity or suspicious behavior immediately reported it to management.
Identified opportunities to refer customers to other areas of the bank for additional services.
Built and maintained client relationships through quality, personalized interactions.
Financial Relationship Consultant
Regions Bank
Mascoutah, IL
08.2021 - 02.2023
Provided training support to new team members as needed.
Provided comprehensive financial advice to clients and identified suitable product solutions.
Monitored customer accounts regularly for any changes or trends that may require adjustments in the portfolio strategy.
Developed strong relationships with customers by understanding their individual needs and goals.
Created customized financial plans tailored to each client's unique situation.
Maintained accurate records of customer transactions using a variety of software programs.