Martha Gunn
Greenwood,IN
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
12
12
years of professional experience
Work History
Personal Banker
Fifth Third Bank
12.2022 - 12.2025
- Refer customers to Mortgage or IE partners
- Make sure to meet yearly goals for loans, credit cards, and referrals
- Answer phone calls regarding products offered
- As well as questions regarding current products.
- Promoted financial products by maintaining excellent service offering knowledge.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed deposits, withdrawals and ACH transfers accurately.
- Followed up with customers to gather feedback and provide additional assistance.
Teller
PNC Bank
02.2017 - 12.2022
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
- Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
Teller
Citizens Bank
04.2014 - 10.2017
- Maintain knowledge of available products and services by the bank
- Refer and sell bank products and services to customers and non-customers by listening to their needs
- Maintain efficient and accurate balancing of cash drawer and vault
- Assist customers with questions about bank products and services
- Assist in strapping money for selling to Brinks and strapping money ordered from Brinks
- Perform deposits, withdrawals, and loan payments in an accurate and efficient manner
- Work vigilantly to catch fraudulent items and stay informed of bank security measures and training
- Be a team player and work to make sure the customer's experience is always a great one!
Education
Education (Associate) - Education
Riverside Community College
Riverside, CA06.2007
High School Diploma -
Norte Vista High School
Riverside, CA06.2005
Skills
- Promoting bank products
- Cash handling
- Communication skills
- Bilingual
- Preventing cash discrepancies
- Counting cash
Awards
Perfect Attendance, 05/01/05, Awarded an award for perfect attendance for the school year of 2004 and 2005.
Languages
Spanish
Native or Bilingual
Timeline
Personal Banker
Fifth Third Bank
12.2022 - 12.2025
Teller
PNC Bank
02.2017 - 12.2022
Teller
Citizens Bank
04.2014 - 10.2017
Education (Associate) - Education
Riverside Community College
High School Diploma -
Norte Vista High School