ROGER MELHEM
Relationship Banker
Sarasota,FL
Summary
Ambitious banking professional with extensive experience in bank operating systems and customer service. Proven track record in setting up new accounts, ensuring compliance with security protocols, and supporting audit processes. Strong relationship-building and time management skills contribute to maximizing client satisfaction and enhancing bank profitability. Ready to leverage years of expertise to drive positive outcomes in a dynamic banking environment.
Overview
25
25
years of professional experience
Work History
Relationship Banker
BMO Bank of Montreal
Sarasota
03.2024 - Current
- Proactively engaged customers to assess needs and strengthen banking relationships.
- Identified tailored financial solutions through targeted interactions and discussions.
- Supported customer transactions during branch visits to ensure seamless experiences.
- Organized information meticulously, ensuring accuracy and completeness of records.
- Implemented personalized approaches to enhance each customer’s experience effectively.
- Pursued continuous improvement opportunities in overall customer satisfaction and service delivery.
- Ensured compliance with risk policies to protect customer information and privacy.
- Reported suspicious activity patterns to mitigate risks related to fraud and money laundering.
Teller Supervisor
Wells Fargo Bank, N.A.
Sarasota
06.2010 - 02.2024
- Oversaw daily teller functions and scheduling to ensure operational efficiency.
- Ensured compliance with all regulatory requirements across branch operations.
- Coached branch teller staff to achieve client service objectives effectively.
- Processed all financial service transactions accurately and efficiently.
- Maintained cash drawer responsibilities, adhering to proper balancing procedures.
- Acted as a resource for resolving complex client servicing issues.
- Identified financial wellness opportunities during client interactions, transitioning clients to Bankers as needed.
- Supported Branch Manager in onboarding and training new team members.
Customer Service Associate
Publix
Sarasota
03.2005 - 03.2011
- Cross-trained across Produce, Floral, Bakery, Deli, Cashier, and Merchandising departments.
- Operated cash register while managing large cash transactions.
- Handled various payment methods and transaction types efficiently.
- Maintained store presentation, managed inventory, and stocked shelves.
- Assembled floral arrangements and bouquets for customer orders.
- Prepared and fulfilled bakery orders to meet demand.
- Designed sandwich platters for catering events.
Cashier
Hungry Howie's Family Business
Sarasota
08.2000 - 04.2005
- Processed customer orders efficiently to enhance service delivery.
- Ensured restaurant cleanliness and presentation met high standards.
- Prepared food orders accurately to maintain quality and consistency.
Education
CERTIFICATION OF COMPLETION - PC SUPPORT
SARASOTA COUNTY TECHNICAL INSTITUTE (now Known As Suncoast Technical College)
4748 S Beneva Rd, Sarasota, FL 3423305.2008
High School Diploma -
SARASOTA HIGH SCHOOL
2155 Bahia Vista St, Sarasota, FL 3423905.2008
Some College (No Degree) - FILM PRODUCTION
STATE COLLEGE OF FLORIDA
5840 26th St W, Bradenton, FL 34207Skills
- Cash handling and management
- Customer service excellence
- Microsoft Office proficiency
- Self-starter and resourceful
- Dependability and reliability
- Notary public services
- Fraud detection expertise
- Risk assessment skills
- Team leadership abilities
- Customer engagement strategies
- Banking operations knowledge
- Process improvement initiatives
- Loan origination processes
- Cross-selling techniques
- Regulatory compliance awareness
- Relationship management
Hobbies and Interests
- Car Shows
- Travelling
- Spending time with family
Languages
English
Professional
References
References available upon request.
Timeline
Relationship Banker
BMO Bank of Montreal
03.2024 - Current
Teller Supervisor
Wells Fargo Bank, N.A.
06.2010 - 02.2024
Customer Service Associate
Publix
03.2005 - 03.2011
Cashier
Hungry Howie's Family Business
08.2000 - 04.2005
CERTIFICATION OF COMPLETION - PC SUPPORT
SARASOTA COUNTY TECHNICAL INSTITUTE (now Known As Suncoast Technical College)
High School Diploma -
SARASOTA HIGH SCHOOL
Some College (No Degree) - FILM PRODUCTION
STATE COLLEGE OF FLORIDA
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