Summary
Overview
Work History
Education
Skills
Timeline
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Michael Rhodes

Michael Rhodes

Midway City,OK

Summary

Proven track record in enhancing customer satisfaction and financial management at Wells Fargo, NA, Republic Bank, and First Bank & Trust. Excelled in customer relationship building and regulatory compliance, significantly improving client trust and branch performance. Expert in financial services, leveraging interpersonal skills to exceed sales targets and foster lasting client relationships.

Overview

16
16
years of professional experience

Work History

Financial Services Representative

First Bank & Trust Co
09.2019 - Current
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
  • Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
  • Enhanced customer relationships with personalized service and addressing individual concerns promptly.
  • Collaborated with team members to achieve sales targets and improve overall branch performance.

Universal Banker

Republic Bank & Trust Company
07.2017 - 09.2019
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Personal Banker

Wells Fargo, NA
05.2008 - 03.2017
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Promoted financial products by maintaining excellent service offering knowledge.

Education

High School Diploma -

Duncan High School
Duncan, OK
05.1990

Skills

  • Financial Services
  • Customer Relationship Management
  • Cash Management
  • Cash Handling
  • Account documentation
  • Regulatory Compliance
  • Customer Relationship Building

Timeline

Financial Services Representative

First Bank & Trust Co
09.2019 - Current

Universal Banker

Republic Bank & Trust Company
07.2017 - 09.2019

Personal Banker

Wells Fargo, NA
05.2008 - 03.2017

High School Diploma -

Duncan High School
Michael Rhodes