Michelle Carter
Crown Point,IN
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the banking industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes loan knowledge and expansive experience in building relationships.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Assistant Manager
Tech Credit Union
03.2022 - Current
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Mentored team members to enhance professional development and accountability in workplace.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Created employee schedules to align coverage with forecasted demands.
- Increased employee performance and job satisfaction to strengthen retention and engagement.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Personal Banker II
Fifth Third Bank
Schererville, IN
12.2018 - 03.2022
- Enthusiastically greet customers and offered dedicated service during entire transaction, improving bank satisfaction rating
- Identify sales opportunities and referred customers to branch partners in financial services
- Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Handle 25 calls per day to address customer inquiries and review their accounts.
- Conduct detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Maximized revenue through improved sales techniques and branch productivity
- Established rapport with new clients to increase satisfaction and loyalty
- Promoted financial products by maintaining excellent service offering knowledge.
Financial Services Representative
Scott Credit Union
O'Fallon, IL
01.2015 - 02.2016
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Processed customer requests for financial services, including reissuing statements, ordering additional checks and updating customer personal information in database
- Established rapport with new clients to increase satisfaction and loyalty
- Promoted all financial products by maintaining excellent service offering knowledge
- Worked closely with management to strategize sales techniques to increase branch production and customer service
Teller Operations Specialist
Bank Of America
St Louis, MO
11.2009 - 11.2014
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Promoted products or services to each customer to consistently achieve sales targets
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets
- Assisted customers and remained poised and professional even in high-stress situations and when dealing with irate individuals
- Enthusiastically greeted customers and offered dedicated service during entire transaction, improving bank satisfaction ratings
- Participated in sales incentive programs and earned over 75 referrals monthly
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
Education
Associate of Applied Science - Accounting
Southwestern Illinois College
Belleville, ILSkills
- Educating clients
- Cross-selling expertise
- Customer service-oriented
- Account openings
- Reviewing documents
- Cash handling
- Professional demeanor
- Developing work schedules
- Credit card processing
- Banking
- Relationship building and management
- Banking operations knowledge
Certification
- Notary Public for the State of Indiana
Additional Information
U.S. Air Force Veteran
Registered NMLS#1972460
Timeline
Assistant Manager
Tech Credit Union
03.2022 - Current
Personal Banker II
Fifth Third Bank
12.2018 - 03.2022
Financial Services Representative
Scott Credit Union
01.2015 - 02.2016
Teller Operations Specialist
Bank Of America
11.2009 - 11.2014
Associate of Applied Science - Accounting
Southwestern Illinois College
- Notary Public for the State of Indiana
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