Mikaela Burghardt
Personal Relationship Banker
Toledo,Ohio
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
3
3
years of professional experience
Work History
Personal Relationship Banker
F&M State Bank
11.2020 - Current
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Responded to customer inquiries regarding new accounts and account services.
- Activated new accounts and issued customer identification numbers.
- Collected customer information and completed new account forms.
- Maintained customer records and updated account information.
- Monitored accuracy of customer information in system.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Assisted customers with consumer loan applications.
Bakery Sales Associate
Kroger
06.2020 - 11.2020
- Maintained current knowledge of menu items, ingredients and special order products for sale in bakery.
- Maintained safe food handling standards at all times.
- Retrieved and organized bakery product loads, processed merchandise properly and rotated products according to prescribed standards to encourage freshness.
- Operated cash register, quickly and accurately handled cash and card transactions and packaged orders neatly and correctly.
Education
High School Diploma -
Four County Career Center
Archbold, OH05.2020
Skills
- Sales Expertise
- Partnership Management
- Recordkeeping Requirements
- Cash Handling
- ATM Balancing
- Creative Thinking
- Lender Relations
- Phone Inquiries
- Teller Procedures
- Safe Deposit Box Oversight
- Conflict Resolution Techniques
- Sell Services
- Open New Accounts
- Loans
Timeline
Personal Relationship Banker
F&M State Bank
11.2020 - Current
Bakery Sales Associate
Kroger
06.2020 - 11.2020
High School Diploma -
Four County Career Center
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