MICHAEL BENNETT
2605 Darwin St Sacramento, CA 95821,CA
Summary
Dynamic and accomplished Personal Banker with Eight years of experience managing and handling sophisticated needs of high-net-worth clients. Successfully increases wealth by assessing financial goals and risk tolerance, and designing plans with minimal risk. Deepens relationships and retention by providing comprehensive financial guidance while maintaining high standards.
Overview
17
17
years of professional experience
Work History
Relationship Officer
Safe Credit Union
03.2020 - Current
- Maintained and built close relationships with customers through regular contact and visits.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
- Worked with clients to address and respond to client and partnership management issues.
Personal Banker
Wells Fargo
03.2015 - 02.2020
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
Sale Associate
Macy's
11.2009 - 01.2015
Automotive Sales Trainer Assistant
11.2006 - 11.2009
- Learned to up sale and close the sale
- Organized billing and invoice data and prepared accounts receivable
- Handled incoming and outgoing correspondence, including mail, email and faxes
- This is a family owned business.
Education
High School Diploma -
Antioch High School
Antioch, CASkills
- Manage customer accounts
- Investigate discrepancies
- Secure bank vaults
- Prioritization
- Motivation
- Networking
- Customer relations
- Problem-solving
- Relationship building
- Creative thinking
- Multitasking
- Financial Planning Processes
- Policy Management
- Product Recommendations
- Qualifying Customers
Additional Information
Proficient in Microsoft Word, PowerPoint, Excel, SVP, CRV, Book Of Business MB
Timeline
Relationship Officer
Safe Credit Union
03.2020 - Current
Personal Banker
Wells Fargo
03.2015 - 02.2020
Sale Associate
Macy's
11.2009 - 01.2015
Automotive Sales Trainer Assistant
11.2006 - 11.2009
High School Diploma -
Antioch High School
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