PENNY BURT
REGIONS BANK
Bentonville,AR
31
years of professional experience
Dedicated Senior Small Business Relationship Banker with a proven track record in relationship building, sales expertise, and cross-selling banking products. Committed to enhancing client satisfaction through personalized solutions and effective problem resolution.
Work History
SENIOR SMALL BUSINESS RELATIONSHIP BANKER
1 Month- Assisted clients with account inquiries, ensuring prompt and accurate responses.
- Educated customers on banking products and services, enhancing overall customer experience.
- Supported customer onboarding processes, fostering strong client relationships early on.
- Resolved customer issues effectively, demonstrating problem-solving capabilities.
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
RELATIONSHIP BANKER II
1 Year 5 Months- Assisted clients with account inquiries and transactions, ensuring a positive banking experience.
- Educated customers on banking products and services, enhancing financial literacy and engagement.
- Processed loan applications, contributing to timely approvals and customer satisfaction.
- Collaborated with team members to streamline account opening procedures, improving operational efficiency.
- Resolved customer issues through effective communication and problem-solving skills, fostering loyalty.
- Conducted follow-up calls to ensure ongoing client satisfaction and address any concerns promptly.
- Supported branch marketing initiatives by promoting special offers to enhance product adoption rates.
Relationship Banker II
2 Years 9 Months- Cultivated strong client relationships through personalized banking solutions and proactive communication.
- Guided clients in identifying financial needs, recommending appropriate products and services.
- Streamlined account opening processes, enhancing customer experience and operational efficiency.
- Collaborated with team members to achieve branch performance goals through effective sales strategies.
- Implemented feedback mechanisms to continuously improve service delivery and client satisfaction levels.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Relationship Manager
1 Year 3 Months- Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
- Coordinated financial solutions tailored to meet individual client needs and objectives.
- Assisted clients in navigating banking products, ensuring informed decision-making.
- Conducted regular account reviews to identify opportunities for cross-selling additional services.
Relationship Banker I
2 Years 1 Month- Cultivated strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed financial needs to provide tailored banking solutions for diverse clientele.
- Facilitated account openings and closings, ensuring compliance with regulatory standards.
- Educated clients on digital banking tools to improve user experience and accessibility.
- Mentored junior bankers on best practices for customer engagement and product knowledge.
- Cultivated strong customer relationships by providing tailored advice and services.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Relationship Banker I
1 Year 4 Months- Developed strategies to identify cross-selling opportunities, increasing product adoption rates.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Increased efficiency in handling client transactions, ensuring accuracy and timeliness.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Front End Coordinator
1 Year 10 Months- Coordinated patient scheduling to optimize clinic flow and enhance service delivery.
- Collaborated with multidisciplinary teams to streamline communication and improve patient care processes.
- Implemented electronic health record systems, ensuring accurate documentation and data accessibility.
- Led initiatives to enhance patient satisfaction through feedback analysis and process adjustments.
- Oversaw daily operations, managing resource allocation to meet departmental needs effectively.
- Enforced company policies attentively while also remaining empathetic toward customer concerns or complaints.
Patient Registration Representative
4 Years 8 Months- Facilitated patient check-in and registration processes, ensuring accurate data entry and compliance with healthcare regulations.
- Managed electronic health record systems to maintain up-to-date patient information and streamline access for medical staff.
- Collaborated with healthcare teams to resolve patient inquiries and issues efficiently, enhancing overall service quality.
- Led initiatives to enhance data accuracy within registration systems, minimizing errors and improving reporting capabilities.
- Verified insurance coverage to confirm patient coverage for necessary medical services.
- Gathered demographic and insurance information to register patients for medical appointments.
- Imaged and scanned patient and registration documentation into electronic patient records.
- Demonstrated adaptability in handling high-volume periods while maintaining a calm demeanor, resulting in efficient service delivery during peak hours.
- Answered telephone calls to offer office information, answer questions, and direct calls to staff.
- Prepared patient charts before visits to facilitate easy access to relevant information for healthcare providers.
911 Dispatcher
4 Years 11 Months- Managed emergency calls, prioritizing responses based on urgency and nature of incidents.
- Coordinated communication between first responders and citizens, ensuring efficient information flow.
- Operated advanced dispatch systems to track units and monitor incident progress in real-time.
- Trained new dispatchers on protocols, technology use, and effective communication strategies.
- Monitored Police and Fire radios to provide assistance to responding personnel.
- Provided exceptional customer service to callers in crisis, displaying empathy while obtaining necessary information for emergency response teams.
- Recorded and tracked emergency requests utilizing computer-aided dispatch systems.
- Supported law enforcement officers during high-risk situations by providing vital background data on suspect locations or histories.
- Dispatched and coordinated emergency services teams according to high-priority calls.
- Read system maps and caller information, and documented details in system.
- Collaborated with fellow dispatchers to maintain a cohesive team environment, fostering seamless communication during emergencies.
Lead Teller
10 Years 4 Months- Supervised daily operations and ensured compliance with banking regulations.
- Trained and mentored new tellers in customer service and transaction processes.
- Managed cash flow, balancing registers to maintain accuracy and reduce discrepancies.
- Implemented process improvements to enhance customer experience and operational efficiency.
- Resolved complex customer inquiries, providing tailored solutions to meet individual needs.
- Collaborated with management to develop team goals and performance metrics.
- Conducted regular audits of transactions, ensuring adherence to internal controls and policies.
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Investigated and promptly resolved issues with patron accounts.
Education
REAL ESTATE
Skills
Relationship building and management
Customer Service-oriented
Sales expertise
Cross-selling products
Banking
Financial advising
Loans
Timeline
SENIOR SMALL BUSINESS RELATIONSHIP BANKER
REGIONS BANK
08.2026 - CurrentRead More
RELATIONSHIP BANKER II
Regions Bank
03.2025 - 08.2026Read More
Relationship Manager
Bank of America
12.2023 - 03.2025Read More
Relationship Banker II
Regions Bank
03.2023 - 12.2025Read More
Relationship Banker I
Regions Bank
02.2021 - 03.2023Read More
Relationship Banker I
Regions Bank
10.2019 - 02.2021Read More
Front End Coordinator
Mercy Hospital Fort Smith
07.2017 - 05.2019Read More
Patient Registration Representative
Sparks Regional Medical Center
07.2012 - 03.2017Read More
911 Dispatcher
City of Colleyville
10.2005 - 09.2010Read More
Lead Teller
Chase Bank
06.1995 - 10.2005Read More
Mt View College
REAL ESTATE
Read More