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)