Mechelle Harmon
Lodi,CA
Summary
Associate Banker at BMO with a proven track record in delivering exceptional customer service and achieving sales goals. Expert in regulatory compliance and financial transactions, I excel in relationship management and product knowledge, ensuring customer satisfaction while effectively resolving inquiries. Committed to enhancing client experiences through innovative banking solutions.
Overview
11
11
years of professional experience
Work History
Associate Banker
BMO
Lodi, CA
09.2014 - Current
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Resolved customer inquiries and complaints, ensuring satisfaction and compliance with banking regulations in a timely manner.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Developed detailed knowledge of products offered by the bank including deposit accounts, investments, loans.
- Helped customers understand and use mobile applications and online banking.
Education
Certificate of Technical Studies - Office Technologies
San Joaquin Office of Technologies
Stockton, CA06-2014
Skills
- Customer service
- Regulatory compliance
- Sales techniques
- Financial transactions
- Product knowledge
- Relationship management
References
References available upon request.
Timeline
Associate Banker
BMO
09.2014 - Current
Certificate of Technical Studies - Office Technologies
San Joaquin Office of Technologies
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