Morgan Essendrup
Clara City,MN
Summary
Motivated professional with a strong background in customer service and account management. Skilled in educating clients on banking products and digital platforms, ensuring seamless account processes and fostering long-term relationships.
Overview
2
2
years of professional experience
Work History
Relationship Banker II
Kensington Bank
Willmar, MN
01.2024 - Current
- Assisted customers and businesses with opening and closing checking, savings, IRA, and HSA accounts.
- Conducted new account opening procedures and maintained existing accounts according to company policies and regulations.
- Reviewed customer documentation prior to account opening and closing in order to verify identity information provided by customers.
- Educated customers on banking policies, procedures, and digital banking platforms.
- Assisted customers with online banking setup and troubleshooting issues associated with digital banking platforms.
- Coordinated and managed employee scheduling to ensure adequate coverage and operational efficiency across branch operations.
- Reviewed and verified all personal and business deposit accounts opened by branch employees to ensure accuracy.
Relationship Banker
Kensington Bank
Willmar, Minnesota
07.2023 - 12.2023
- Assisted customers with account inquiries and transaction requests.
- Educated clients on banking products and services available at Kensington Bank.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Collaborated with team members to resolve customer issues effectively.
- Identified financial needs of customers and presented appropriate product and service options.
- Educated customers on digital banking tools and services available.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Maintained confidentiality of all customer records and information according to company policies.
Education
Associate of Arts - Business Administration
Ridgewater College
Willmar, MN05-2023
Skills
- Account management
- Relationship building
- Attention to detail
- Conflict resolution
- Digital banking support
- Customer onboarding
- Financial product education
- Customer relationship management
Timeline
Relationship Banker II
Kensington Bank
01.2024 - Current
Relationship Banker
Kensington Bank
07.2023 - 12.2023
Associate of Arts - Business Administration
Ridgewater College
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