Michael Brooks
Livonia,MI
Summary
Dynamic Relationship Banker at PNC Bank with a proven track record in delivering tailored financial solutions and enhancing customer satisfaction. Expert in loan processing and cross-selling products, consistently achieving sales targets through effective communication and attention to detail. Committed to fostering strong client relationships and driving business growth.
Overview
3
3
years of professional experience
Work History
Relationship Banker
PNC Bank
Ann Arbor, MI
01.2024 - Current
- Delivered comprehensive support in establishing accounts, securing loans, and managing investments.
- Collaborated with internal teams, including mortgage, investment, and commercial banking, to provide holistic financial solutions.
- Processed payments for loans, ensuring correctness.
- Leveraged banking technology platforms to streamline operations and enhance the client experience.
- Developed enduring customer connections through tailored support.
- Reviewed loan applications for accuracy and completeness before submitting them for processing.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Conducted verification of employment, income, and deposits to support loan decisions.
- Collaborated with underwriters to resolve any discrepancies in applicant's financial profile or documentation issues.
- Prepared and submitted detailed loan packages to the underwriting department for approval.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Sales Specialist
Verizon Wireless
Northville, MI
01.2023 - 01.2024
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Identified opportunities for cross-selling products or services within existing accounts.
- Drove substantial sales through suggestive selling and by promoting add-on purchases.
- Generated over 50 weekly leads, identifying and securing conversion opportunities to acquire new customers.
- Leveraged CRM system to manage sales activities and track sales performance.
- Cultivated referral networks to identify new business opportunities.
- Maintained accurate records of customer interactions and transactions.
- Handled currency and managed credit card operations.
Luxury Sales Associate
Tempur-Pedic
Novi, MI
02.2022 - 01.2023
- Collaborated with team members to achieve sales goals.
- Listened to customer needs to identify and recommend best products and services.
- Assisted customers in purchasing decisions by asking open-ended, probing questions, determining each customer's financial capabilities and needs.
- Processed payments accurately and efficiently using point of sale systems.
Education
Some College (No Degree) - Business Administration
Schoolcraft College
Livonia, MISkills
- Financial solutions
- Loan processing
- Communication skills
- Attention to detail
- Customer service
- Cross-selling products
Education and Training
true,other
Timeline
Relationship Banker
PNC Bank
01.2024 - Current
Sales Specialist
Verizon Wireless
01.2023 - 01.2024
Luxury Sales Associate
Tempur-Pedic
02.2022 - 01.2023
Some College (No Degree) - Business Administration
Schoolcraft College
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