Summary
Overview
Work History
Education
Skills
Timeline
Generic

Michael Garrett

Kokomo,IN

Summary

Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.

Overview

7
7
years of professional experience

Work History

Banking Associate

Chase Bank
04.2020 - 05.2023
  • Opened, closed, and updated accounts for customers.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Educated customers on features and benefits of banking products and services.
  • Evaluated client financial positions and identified most appropriate banking products.

Bank Manager

Wells Fargo
05.2016 - 03.2020
  • Identified partnership opportunities and established favorable business connections.
  • Maintained scheduling for main branch to keep shifts appropriately staffed.
  • Assessed employee performance and developed improvement plans.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Examined customer loan applications for loan approvals and denials.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.

Education

Bachelor of Fiance -

Indiana University Kokomo
Kokomo, IN
07.2023

High School Diploma -

Kokomo High School
Kokomo, IN
07.2017

Skills

  • Inbound Customer Calls
  • Asset Protection Strategies
  • Accurate Documentation Preparation
  • Money Transfers
  • Employee Motivation
  • Staff Management
  • Loan Applications
  • Banking Standards
  • Growth Portfolios
  • Opening Accounts
  • Account Audits

Timeline

Banking Associate

Chase Bank
04.2020 - 05.2023

Bank Manager

Wells Fargo
05.2016 - 03.2020

Bachelor of Fiance -

Indiana University Kokomo

High School Diploma -

Kokomo High School
Michael Garrett