Robin Box
Marshall
Summary
Dedicated Branch Banker specializing in improving customer experiences and promoting financial products. Known for strong client engagement and effective team collaboration, with a track record of enhancing customer satisfaction and supporting branch objectives.
Overview
28
28
years of professional experience
Work History
Branch Banker
PNC Bank
Marshall
09.2008 - Current
- Assisted customers in opening and managing various types of accounts.
- Promoted financial products through effective customer engagement and tailored recommendations.
- Supported loan processing by gathering necessary documentation and ensuring accuracy.
- Enhanced customer relationship management by building rapport and understanding client needs.
- Educated clients on digital banking services to improve user experience and accessibility.
- Collaborated with team members to achieve branch goals and improve service delivery.
- Identified cross-selling opportunities to enhance customer satisfaction and branch revenue.
- Greeted customers, identified customer needs and provided appropriate banking services.
- Conducted financial reviews for existing customers to identify additional products or services that could benefit them.
- Resolved customer complaints and inquiries, ensuring high levels of customer satisfaction.
- Developed and maintained relationships with potential and existing clients to expand the customer base.
Customer Service Representative
Chase Bank
Marshall
08.1997 - 08.2008
- Managed customer inquiries by providing prompt and accurate information about banking products and services.
- Resolved customer complaints efficiently, ensuring a positive experience and fostering customer loyalty.
- Facilitated effective communication between departments to address customer needs and improve service outcomes.
- Provided product knowledge sessions to customers, enhancing their understanding and usage of banking services.
- Addressed customer service escalations with professionalism, ensuring effective resolution and retention.
- Educated customers on digital banking tools, promoting ease of use and greater engagement with services.
- Answered customer inquiries and provided accurate information regarding products and services.
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Developed strong relationships with customers by providing personalized assistance and support.
- Performed administrative tasks such as filing paperwork, updating databases and generating reports.
- Provided exceptional customer service to ensure customer satisfaction.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Education
Associate of Arts - Certificate of Business
Bradford School of Business
Dallas, TX06-1985
Some College (No Degree) - General Studies
Texas State University
San Marcos, Texas, TXSome College (No Degree) - General Studies
University of North Texas
Denton, TXSkills
- Customer relationship management
- Financial product promotion
- Team collaboration
- Communication skills
- Client engagement
- Financial planning
- Financial product sales
- Branch operations
- Team building leadership
- Bank services
- Banking product sales
- Retirement planning
- Cash handling and management
- Banking document preparation
Timeline
Branch Banker
PNC Bank
09.2008 - Current
Customer Service Representative
Chase Bank
08.1997 - 08.2008
Associate of Arts - Certificate of Business
Bradford School of Business
Some College (No Degree) - General Studies
Texas State University
Some College (No Degree) - General Studies
University of North Texas