Personal Banker
New Millennium Bank
11.2022 - 08.2023
Hi, I’m
Motunrayo Ogunrinde
Relationship officer/Personal Banker
San Diego,CA
Timeline
Relationship Officer
Franklin Bank And Trust
05.2019 - 06.2021
Personal Banker
Crest Saving Bank
04.2018 - 12.2019
University of Ado Ekiti
Bachelor Of Science And/with Education Degree from Business Administration
Work History
New Millennium BankNJ, NJ
Personal Banker
11.2022 - 08.2023
Job overview
- Responded to customer inquiries regarding new accounts and account services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Collected customer information and completed new account forms.
- Utilized customer relationship management software to provide accurate and complete customer service.
- Provided customers with additional information regarding account services.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Franklin Bank And TrustNewark , NJ
Relationship Officer
05.2019 - 06.2021
Job overview
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Worked with clients to address and respond to client and partnership management issues.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Created and implemented strategic trading approaches.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Prepared contracts and related documentation according to strict standards.
- Educated and worked with clients on ROI terms to find accurate solutions.
Crest Saving BankNewark , NJ
Personal Banker
04.2018 - 12.2019
Job overview
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Activated new accounts and issued customer identification numbers.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Greeted customers and delivered information about new account processes.
- Collected customer information and completed new account forms.
Overview
5
years of professional experience
Education
University of Ado EkitiEkiti State
Bachelor Of Science And/with Education Degree from Business Administration
Skills
- Loan Application Advisement
- Client Relationship Management
- Deposit Verification
- Cash Handling
- Customer Satisfaction
- Business Development
- Credit Card Applications
- Open New Accounts
- Client Development and Retention
- Anti Money Laundering (AML)
Similar Profiles
Prajwal ShettyPrajwal Shetty
Quality Analyst at New Millennium BankQuality Analyst at New Millennium Bank
Stephanie HuieStephanie Huie
Bank Teller at Millennium BankBank Teller at Millennium Bank
Maleah TannerMaleah Tanner
Head Teller at Millennium BankHead Teller at Millennium Bank
MICHELLE SANDOVALMICHELLE SANDOVAL
Customer Service Representative at UbiquityCustomer Service Representative at Ubiquity
Ivan Segovia-JimenezIvan Segovia-Jimenez
Senior Interior Designer at Anne Rae DesignSenior Interior Designer at Anne Rae Design