Monica Davies
West Bend
Summary
Customer-focused individual with a passion for delivering exceptional service. Strong interpersonal skills with a talent for effectively addressing concerns. Committed to improving customer satisfaction and driving positive outcomes.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Wealth Management Banker
U. S. Bank
Hartford
07.2023 - Current
- Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Started financial plans for customers based on their individual needs, handing them off to my advisor partners to complete and make recommendations off of
- Liaised between bank branches regarding best practices and operations.
Premier Banker
BMO
Sussex
05.2021 - 07.2023
- Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Started financial plans for customers based on their individual needs, handing them off to my advisor partners to complete and make recommendations off of
- Liaised between bank branches regarding best practices and operations.
Personal Banker, MLO
Cornerstone Community Bank
Menomonee Falls
09.2020 - 05.2021
- Primarily focused on lending, both refinancing and purchases as well as home equity lending
- Oversaw branch operations and administered personnel reviews
- Conducted interviews to fill open positions
Personal Banker
BMO
Elm Grove
06.2016 - 09.2020
- Met with clients and performed financial needs analysis to determine suitable deposit and lending products
- Worked as a teller as needed
- Made proactive phone calls to existing bank clients to expand relationships
- Referred clients to our Premier team, and was selected for the Premier Development program
Education
High School Diploma -
West Bend East Highschool
West Bend, WI06-2006
Skills
- Customer relationship management
- Customer service
- Effective communication
- Team collaboration
Certification
- Series 6 & 63 licenses
- Life and Health Insurance licenses
Timeline
Wealth Management Banker
U. S. Bank
07.2023 - Current
Premier Banker
BMO
05.2021 - 07.2023
Personal Banker, MLO
Cornerstone Community Bank
09.2020 - 05.2021
Personal Banker
BMO
06.2016 - 09.2020
High School Diploma -
West Bend East Highschool