Michael ONeil
Trabuco Canyon,CA
Summary
Experienced Relationship Banker with a strong foundation in the banking and finance industry. Skilled in cultivating positive client relationships, exceeding sales targets, and providing exceptional customer service. Excellent communication and interpersonal abilities, dedicated to ensuring customers understand their financial requirements, objectives, and available options.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Comerica Bank
05.2021 - Current
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Promoted financial products by maintaining excellent service offering knowledge
- Made introductions to partners to help meet customer's broader financial needs.
- Grew book of business through proactive outreach.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios
- Expanded client base by promoting new financial products
Team Leader
The Pizza Press
01.2018 - 04.2022
- Trained team members on cash register operation and cash handling
- Quickly and accurately counted drawers at start and end of each shift
- Communicated with customers and team members to solve problems
- Led opening and closing procedures and conducted cashier drops, cash control, and vault monitoring
- Educated employees on register use, merchandising and customer service
Cashier
Panda Express
10.2015 - 01.2018
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance
- Mentored new team members on POS system operation, customer service strategies and sales goals
Education
Bachelor of Arts - Finance
California State University
Fullerton, CA01.2021
Associate of Science - Business Administration
Saddleback College
Mission Viejo, CA12.2018
Skills
- Financial Planning
- Financial Analysis
- Relationship building and management
- Banking Operations Management
- Effective Cross-Selling Techniques
- Effective Communication Skills
- Sales Upselling
- Business Opportunity Evaluation
- Financial Product Knowledge
- Banking Policy Knowledge
- Strong Organizational Abilities
- Salesforce Proficiency
- Expertise in Microsoft Applications
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Relationship Banker
Comerica Bank
05.2021 - Current
Team Leader
The Pizza Press
01.2018 - 04.2022
Cashier
Panda Express
10.2015 - 01.2018
Associate of Science - Business Administration
Saddleback College
Bachelor of Arts - Finance
California State University
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