Rosea Smith
YOUNGSTOWN,OH
Summary
Skilled at informing clients about banking products and services and recommending the best options to meet their needs. Excellent interpersonal skills. Ambitious financial professional with superior analytical and problem solving skills. Talented at troubleshooting database system malfunctions. Offers comprehensive technical background and advanced knowledge of MS Office and MS Excel.
Overview
11
11
years of professional experience
Work History
Branch Relationship Banker
PNC
10.2016 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Made introductions to partners to help meet customer's broader financial needs.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
- Grew book of business through proactive outreach.
- Fielded phone calls to main business line to gather information and answer inquiries.
Cash Office Associate / Customer Service Manager
Wal-Mart
08.2012 - 10.2016
- Scheduled staff shifts to cover peaks and lulls in customer inquires.
- Researched and resolved accounts payable discrepancies.
- Created daily and weekly cash reports for accounting management.
- Followed company policies, procedures and practices for accurate recordkeeping and loss prevention.
- Prepared bank deposits and corporate cash shipments.
Education
GED -
Harrell Center
Skills
- Proficient in MS Office
- Data trending
- Accounting systems and software
- Analytical problem solving
- Financial analysis
- NMLS License
- Strong customer relations
- Organized
Timeline
Branch Relationship Banker
PNC
10.2016 - Current
Cash Office Associate / Customer Service Manager
Wal-Mart
08.2012 - 10.2016
GED -
Harrell Center
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