Richard Dixon
McArthur,OH
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
17
17
years of professional experience
Work History
Customer Experience Banker
Huntington National Bank
Chillicothe, Ohio
07.2023 - Current
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Developed strategies to increase customer satisfaction and loyalty through excellent service delivery.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Built positive relationships with realtors to produce client referrals.
Business Administrative
Waterworks
Windsor, CA
02.2020 - 04.2023
- Managed projects and served as primary liaison between client and multiple internal groups to clarify goals and meet standards and deadlines.
- Maintained work safety and followed established operating procedures and practices.
Relationship Banker
Umpqua
Healdsburg, CA
01.2018 - 01.2020
- Addressed inquiries from clients and department team members.
- Advised customers on bank products, services and financial planning options.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Personal Banker/Service Manager
Wells Fargo
Santa Rosa, CA
07.2007 - 12.2017
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Motivated and supported employees to maintain low turnover.
Education
Bachelor of Science - Business Management
San Francisco State University
San Francisco, CASkills
- Team Building and Leadership
- Goal Setting
- Service Quality Standards
- Relationship Building
- Sales Goals Attainment
- Cash Handling Accuracy
Timeline
Customer Experience Banker
Huntington National Bank
07.2023 - Current
Business Administrative
Waterworks
02.2020 - 04.2023
Relationship Banker
Umpqua
01.2018 - 01.2020
Personal Banker/Service Manager
Wells Fargo
07.2007 - 12.2017
Bachelor of Science - Business Management
San Francisco State University
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