Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Matthew Hale

Medford

Summary

Dedicated professional with a strong focus on customer satisfaction. Proven ability to resolve issues promptly and build lasting relationships.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Personal Banker

Key Bank
Ashland, OR
06.2025 - 09.2025
  • Assisted customers with account inquiries and transactions to enhance satisfaction and retention.
  • Educated clients on banking products and services, tailoring recommendations to individual needs.
  • Processed loan applications efficiently, ensuring compliance with regulatory requirements.
  • Collaborated with team members to streamline operational workflows for improved service delivery.
  • Maintained accurate records of client interactions and transactions in banking systems.
  • Resolved customer issues promptly, fostering positive relationships and trust in banking services.

Client Relationship Consultant III

U.S. Bank
Medford, OR
06.2024 - 02.2025
  • Collaborated with teams to analyze client needs and develop tailored solutions.
  • Conducted research to support strategic initiatives and identify industry trends.
  • Engaged with clients to gather feedback and refine service offerings.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.

Personal Banker

Columbia Bank
Phoenix, OR
08.2021 - 04.2024
  • Conducted financial needs assessments to identify opportunities for cross-selling additional services.
  • Supported branch operations by managing cash handling procedures and balancing daily transactions.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Monitored customer accounts to detect irregularities or suspicious activity.

Education

No Degree - Pre-Medicine

Southern Oregon University
Ashland, OR

Nursing Assistant Program - Nursing Assistant

Pacific Healthcare
Central Point, OR
06-2026

High School Diploma -

North Medford HIgh School
Medford, OR
06-2019

Skills

  • Relationship building
  • Branch operations
  • Customer service
  • Customer satisfaction
  • Time management
  • Patient care
  • Vital signs monitoring
  • Compassion and empathy
  • Attention to detail
  • HIPAA compliance
  • Basic life support
  • Emotional support

Certification

  • CNA - Certified Nurse Assistant

Languages

English
Native or Bilingual
Spanish
Limited Working

Timeline

Personal Banker

Key Bank
06.2025 - 09.2025

Client Relationship Consultant III

U.S. Bank
06.2024 - 02.2025

Personal Banker

Columbia Bank
08.2021 - 04.2024

No Degree - Pre-Medicine

Southern Oregon University

Nursing Assistant Program - Nursing Assistant

Pacific Healthcare

High School Diploma -

North Medford HIgh School