Nkauj Lee
Schofield,WI
Summary
Ethically driven professional with a strong commitment to integrity and transparency, consistently prioritizing clients' best interests. Demonstrated success in providing honest financial guidance and fostering trust-based relationships. Recognized as a top performer in the region, focused on enhancing clients' financial wellness through responsible service and strict compliance. Known for exceptional attention to detail and a consultative approach that cultivates trust and loyalty.
Overview
3
3
years of professional experience
Work History
Retail Relationship Banker
BMO Bank of Montreal
Wausau, WI
10.2022 - 04.2025
- Achieved promotion from Teller to Personal Banker by surpassing sales and referral goals by 200%.
- Attained #1 Scorecard rank in Region for excellence in sales and service metrics.
- Built strong client relationships through tailored financial solutions, including loans and investment referrals.
- Conducted comprehensive financial reviews to identify needs and cross-selling opportunities.
- Ensured compliance with regulatory standards and internal policies during all transactions.
- Collaborated with internal departments to enhance banking experience for clients.
- Consistently exceeded branch sales and service targets, boosting overall branch performance.
Education
GED -
North Central Technical College
Wausau,WI 02-2011
Skills
- Sales strategy and development
- Customer relationship management
- Financial analysis and reporting
- Regulatory compliance
- Cross-selling and upselling
- Client needs assessment
- Bilingual communication
- Problem solving
- Team collaboration
- Performance metrics
- Attention to detail
- Effective communication
Education and Training
other
Accomplishments
- Exceeded Year-to-Date Sales Goal by 200%, consistently surpassing performance benchmarks and contributing to overall branch growth.
- Ranked #1 on Regional Scorecard, recognized as a top-performing banker across [Region Name] for customer service, product penetration, and revenue generation.
- Earned multiple internal recognitions for sales excellence, customer satisfaction, and cross-selling performance.
Timeline
Retail Relationship Banker
BMO Bank of Montreal
10.2022 - 04.2025
GED -
North Central Technical College
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