Summary
Overview
Work History
Education
Skills
Timeline
2022 & 2023 Bank of America Pinnacle Awards
Patrick Farris

Patrick Farris

Jacksonville,FL

Summary

Results-driven Relationship Banker with over a decade of experience in banking, telecommunications, and retail. Recognized in the top 10% of performers at Bank of America. Proven record in building trusted client relationships, executing secure cash handling procedures, and supporting digital onboarding and troubleshooting. Strong leadership, technical support, and interpersonal skills contribute to being a dependable team player who also thrives independently.

Overview

9
9
years of professional experience

Work History

Relationship Banker

Bank of America
11.2021 - Current
  • Enhanced the Recommendations feature for mobile responsiveness, improving usability on smaller devices.
  • Cultivated strong client relationships through personalized banking solutions and tailored financial advice.
  • Analyzed client needs to recommend appropriate products, enhancing customer satisfaction and loyalty.
  • Streamlined account opening processes, improving efficiency and reducing wait times for clients.
  • Mentored junior staff on banking procedures, fostering a collaborative team environment and enhancing service quality.
  • Managed complex transactions while ensuring compliance with regulatory requirements and company policies.
  • Identified process inefficiencies and proposed improvements, resulting in enhanced operational effectiveness within the branch.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Provided comprehensive financial guidance, including credit, savings, and investment options to clients.
  • Collaborated with team members to streamline branch operations and improve service delivery processes.
  • Excellent communication skills, both verbal and written.
  • Proven ability to learn quickly and adapt to new situations.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Resolved technical issues for customers across various platforms, enhancing user satisfaction.
  • Provided expert guidance on product features and troubleshooting techniques to improve customer experience.
  • Processed financial transactions accurately, ensuring compliance with banking regulations.
  • Provided exceptional customer service by addressing inquiries and resolving issues promptly.
  • Assisted customers in accessing online banking tools, enhancing digital engagement experience.

Assistant Manager

Sprint
05.2016 - 04.2021
  • Managed daily operations to enhance team performance and customer satisfaction.
  • Developed training programs for new staff, improving onboarding efficiency.
  • Coordinated marketing initiatives to increase brand visibility and drive sales growth.
  • Analyzed sales data to identify trends, informing strategic decision-making for product offerings.
  • Led team meetings to foster communication and collaboration among departments.
  • Resolved technical issues for clients via phone, email, and remote support tools.
  • Diagnosed hardware and software problems, providing effective solutions to enhance user experience.
  • Developed and implemented sales strategies to enhance market penetration and revenue growth.
  • Led cross-functional teams to execute promotional campaigns, driving brand awareness and customer engagement.
  • Established strong relationships with key clients, enhancing customer satisfaction and loyalty through tailored solutions.
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.

Education

No Degree - Business

Tallahassee Community College, Tallahassee, FL
12-2018

GPA: 3.5

High School Diploma -

Flagler Palm Coast High , Palm Coast, FL
05-2011


GPA: 3.8

Skills

  • Banking Operations & Compliance
  • Customer Relationship Management
  • Digital Onboarding & Troubleshooting
  • Strategic idea generation
  • Cash Handling & Financial Accuracy
  • Sales & Cross-Selling Strategy
  • Problem Solving & Conflict Resolution
  • Microsoft Office (Word, Excel, PowerPoint)
  • Leadership and mentoring
  • Troubleshooting and technical guidance
  • Customer service expert
  • Proficient in application setup

Timeline

Relationship Banker - Bank of America
11.2021 - Current
Assistant Manager - Sprint
05.2016 - 04.2021
Tallahassee Community College - No Degree, Business
Flagler Palm Coast High - High School Diploma,

2022 & 2023 Bank of America Pinnacle Awards

I achieved a position within the top ten percent at Bank of America for the entire year of 2022 and 2023.

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