Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Rachel Stalter

Princeton,NJ

Summary

Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.

Overview

4
4
years of professional experience

Work History

Relationship Banker

Santander
03.2023 - Current
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
  • Increased client satisfaction by providing tailored financial solutions and personalized banking services.
  • Enhanced customer retention through building strong relationships and addressing concerns promptly.
  • Coordinated with various departments to ensure seamless delivery of banking services across all channels.
  • Worked with clients to provide competitive commercial banking solutions and retail financing plans.
  • Discussed financial options with clients and provided informed suggestions.

Assistant Branch Manager

The Bank of Princeton
08.2022 - 03.2023
  • Assists manager in efforts to reach profit, performance, and customer service goals
  • Oversees banking services, especially customer service, to ensure excellence; contacts or assists customers and prospective customers
  • Reviews and manages staffing procedures, ensuring that staff assignments and responsibilities are reasonable, and that salary structure is equitable
  • Coordinates communication with branch staff
  • Works to meet branch performance standards including operating loss control, bank secrecy, and compliance with policies and procedures
  • Oversees and assists with the preparation of all branch reports for approval by manager
  • Attends and participates in periodic staff meetings
  • Manages branch operations when manager is absent
  • Performs other related duties as assigned
  • Acquiring new business relationships and deepened existing relationships by understanding client business needs, performing analysis of client’s qualifications, tailoring solutions to meet their demands, cross-selling, and being their primary point of contact for the bank.
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Streamlined branch operations for increased efficiency through implementation of new processes and procedures.

Branch Banker

PNC Bank
04.2021 - 07.2022
  • Established and built relationships with current and future members to provide quality financial services guidance to generate existing book of business and prospect pipeline to generate new business to achieve branch goals
  • Originated and executed client requests while cross selling additional services to meet and exceed branch level goals
  • Supported tellers as needed
  • Performed members financial transactions and supported cash handling functions
  • Leader in credit card sales, along with loans and HELOCs
  • Working with clients to prepare applications for loans by compiling, arranging, and reviewing all relevant documents
  • Ensuring loans are processed as per established company procedures and policies
  • Helping in maintaining various credit files and following up on client inquiries.

Supervisor

Costco
03.2020 - 01.2021
  • Ensured that department goals were met and exceeded on a day-to-day basis
  • Provided prompt and courteous service to members
  • Sharing and promoting information about a product to customers and members while at the same time making personal recommendations to them
  • Following assembling and preparing presentations to ensure the customer remains satisfied.

Education

Social Science -

Brookdale Community College
01.2020

Skills

  • Communication
  • Leadership
  • Notary
  • Risk Management
  • Relationship building and management
  • Customer Retention
  • Account Retention
  • Audit preparation

Timeline

Relationship Banker

Santander
03.2023 - Current

Assistant Branch Manager

The Bank of Princeton
08.2022 - 03.2023

Branch Banker

PNC Bank
04.2021 - 07.2022

Supervisor

Costco
03.2020 - 01.2021

Social Science -

Brookdale Community College

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Rachel Stalter