Laura John
York Haven,PA
Summary
Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios. Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 17 years of Financial experience.
Overview
17
17
years of professional experience
Work History
Private Client Relationship Manager
Citizens Bank
Camp Hill, PA
10.2009 - Current
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
- Analyzed customer's financial situations to determine the best options for meeting their needs.
- Conducted regular reviews with clients to discuss progress towards achieving their objectives.
- Handled customer inquiries in a timely manner while providing accurate information about banking services and products.
- Assisted customers in opening new accounts or transferring existing accounts from other institutions.
- Responded promptly to customer complaints by resolving issues efficiently and effectively.
- Maintained current knowledge of industry trends, regulations and standards related to banking services.
- Generated sales leads through networking activities such as attending events or contacting potential customers.
- Built relationships with customers by providing excellent customer service.
Teller
Commerce bank/Metro Bank
Camp Hill, PA
03.2007 - 10.2009
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Answered customer inquiries regarding bank products and services.
Education
High School Diploma -
Cedar Cliff High School
Camp Hill, PA06-2008
Some College (No Degree) - Business Administration
Harrisburg Area Community College
Harrisburg PaSeries 6 Finra -
Series 6
Series 63 Finra -
Series 63
Life and Health Insurance License -
Life And Health Insurance
Skills
- Financial Services
- Wealth Management Offerings
- Financial Advising
- Financial Planning Processes
Timeline
Private Client Relationship Manager
Citizens Bank
10.2009 - Current
Teller
Commerce bank/Metro Bank
03.2007 - 10.2009
High School Diploma -
Cedar Cliff High School
Some College (No Degree) - Business Administration
Harrisburg Area Community College
Series 6 Finra -
Series 6
Series 63 Finra -
Series 63
Life and Health Insurance License -
Life And Health Insurance