Summary
Overview
Work History
Education
Skills
Languages
Timeline
09
Cody Frank

Cody Frank

Banker
Levittown,PA

Summary

Passionate about promoting lasting client satisfaction by delivering quality service and support. Proficient in financial client services and related options.

Overview

5
5
year of professional experience

Work History

Bank Teller

TD Bank
10.2023 - Current
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Streamlined teller operations for better workflow by implementing time-management strategies.
  • Enhanced branch sales through cross-selling bank products and services to customers.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Provided exceptional customer service, resulting in increased client retention and loyalty.
  • Achieved quarterly sales goals by selling credit products to clients. E.g., one credit card sale is equivalent to 2,000 points. First quarter goal was 5,221 points. Exceeded this goal, finishing first quarter with 5,721 points.

Bank Teller

Penn Community Bank
06.2023 - 09.2023
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Ran drive-thru which contained two lanes, answered approximately 25 calls from clients, and processed hundreds of transactions daily while maintaining accuracy.

Education

Associate of Arts - Business Administration

Bucks County Community College
Newtown, PA
01.2025

High School Diploma -

Solanco High School
Quarryville, PA
06.2010

Certificate of Completion - Web Design

Lancaster County Career And Technology Center
Mount Joy, PA
06.2010

Skills

  • Analytical and Critical Thinking
  • Teamwork and Collaboration
  • Financial Processes Understanding
  • Listening and Comprehension
  • Customer Relationship Management (CRM)
  • Customer Relationship Building
  • Deposit and Withdrawal Management
  • Cash Handling Expertise
  • Data Entry Efficiency
  • Upselling Skills
  • Patience and Empathy
  • Professionalism and Courtesy

Languages

English
Native or Bilingual
Spanish
Professional Working

Timeline

Bank Teller

TD Bank
10.2023 - Current

Bank Teller

Penn Community Bank
06.2023 - 09.2023

Associate of Arts - Business Administration

Bucks County Community College

High School Diploma -

Solanco High School

Certificate of Completion - Web Design

Lancaster County Career And Technology Center

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