Summary
Overview
Work History
Education
Skills
Assessments
Timeline
Generic

Robert Wallar

Ankeny,IA

Summary

Highly detail-oriented and professional Relationship Banker successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management. Diligent financial professional offering 15 years of superior performance in the financial industry. Proven success in exceeding sales goals utilizing creative sales strategies and financial product expertise.

Overview

11
11
years of professional experience

Work History

Assistant Branch Manager

Community State Bank
10.2023 - Current
  • Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
  • Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
  • Supervised team of 7 branch employees and made recommendations regarding performance evaluations.

Universal Banker II

Mechanics Bank
01.2017 - 08.2022
  • Daily tasks include but not limited to assisting tellers with clients and their transactions; maintaining multiple ATMs cash limits and deposits; night drop deposits; end of day document processing; building and nurturing relationships with staff, clients and businesses; acting as Assistant Manager to Customer Service Manager; rectified errors for tellers out of balance at end of day; occupied cash window for clients and recommended products and services tailored to their individual needs
  • Miscellaneous tasks and responsibilities include but not limited to random monthly teller drawer audits, multiple reports and audits; vault balancing and audits.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
  • Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
  • Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
  • Trained new hires on customer service policies and procedures.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Balanced teller drawers and ATM cash.
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.

Universal Banker

Bank of the West
01.2014 - 01.2017
  • Performing both roles of a teller and a banker, dependent on client and branch need
  • As a teller: common day to day transactions for both personal and business accounts; maintain and balance a cash drawer of up to $10,000; identify customer's sales needs and refer over to the banker side of branch; team based environment of tasks including nigh drop deposits, and vault balancing
  • As a banker: manage client relations; establish new accounts, including credit for both personal and business; Q1 of 2017 brought in approximately $1.5m in new accounts to branch.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
  • Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.

Education

Associate of Applied Science - Business Management And Leadership

Los Medanos Community College
Pittsburg, CA
12.2006

Skills

  • Networking/Cross Selling
  • Team Focused Attitude
  • Customer Service
  • Cash handling
  • Documentation review
  • Information Security
  • Supervising experience
  • Team Development
  • Audit preparation
  • Operations Management
  • Employee Scheduling
  • Loans
  • Financial Services
  • Client Relationship Management
  • Sales Management
  • Branch Operations Management
  • Relationship Management
  • Training and Development
  • Federal Regulations
  • Interviewing and Hiring

Assessments

  • Administrative assistant/receptionist, Familiar, 2021-09-01, Using basic scheduling and organizational skills in an office setting
  • Sales skills, Proficient, 2021-09-01, Influencing and negotiating with customers
  • Work style: Reliability, Highly Proficient, 2021-10-01, Tendency to be reliable, dependable, and act with integrity at work
  • Management & leadership skills: Impact & influence, Proficient, 2019-03-01, Measures a candidate's ability to adapt their leadership style to accomplish goals using rational or emotional appeal.

Timeline

Assistant Branch Manager

Community State Bank
10.2023 - Current

Universal Banker II

Mechanics Bank
01.2017 - 08.2022

Universal Banker

Bank of the West
01.2014 - 01.2017

Associate of Applied Science - Business Management And Leadership

Los Medanos Community College
Robert Wallar