Rose Jewell
Charlotte,MI
Summary
Results-driven Business Banker who manages portfolios, analyzes financial statements, and provides tailored financial solutions. Experienced in building and maintaining relationships with clients, identifying cross-selling opportunities, and promoting bank products and services.
Overview
4
4
years of professional experience
Work History
Relationship Manager
PNC Bank
Lansing, United States
01.2024 - Current
- Manage a portfolio of business clients, and provide financial solutions to meet their needs.
- Established strong working relationships with external partners.
- Participated in community events to promote brand awareness.
- Identify cross-selling opportunities and promote bank products and services
- Developed strategies to increase customer satisfaction and loyalty.
Business Banking Center Branch Manager
PNC Bank
Okemos, United States
09.2022 - 01.2024
- Conducted regular performance reviews for all employees in the branch.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Provided guidance and advice to clients on how best to meet their short-term and long-term financial goals.
Business Center Assistant Branch Manager
PNC Bank
Okemos, MI
10.2020 - 09.2022
Education
High School Diploma -
Bellevue High School
Bellevue, MI06.2006
Skills
- Financial Analysis
- Relationship Management
- Credit Evaluation
- Portfolio Management
- Business Development
- Risk Assessment
- Cross-Selling
- Customer Service
Timeline
Relationship Manager
PNC Bank
01.2024 - Current
Business Banking Center Branch Manager
PNC Bank
09.2022 - 01.2024
Business Center Assistant Branch Manager
PNC Bank
10.2020 - 09.2022
High School Diploma -
Bellevue High School
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