Summary
Overview
Work History
Education
Skills
Websites
Timeline
Generic

Ryan Michael

Quakertown,PA

Summary

Customer-focused personal banker with a Bachelor of Business Administration in Marketing from Kutztown University. Expertise in financial product sales, account management, and resolving complex issues. Highly motivated and demonstrated success in consistently reaching and exceeding sales targets by providing personalized financial solutions to customers.

Overview

6
6
years of professional experience

Work History

Personal Banking Associate

TD Bank
Hatfield, PA
08.2024 - Current
  • Opened and managed new customer accounts, addressing inquiries and ensuring customer satisfaction
  • Developed strong customer relationships by assessing financial needs and recommending suitable banking solutions
  • Promoted financial products through outbound calls to existing customers, contributing to sales targets
  • Referred customers to Wealth Advisors for personalized financial planning
  • Work closely with customers to resolve suspicious or fraudulent transactions, providing clear communication and guidance on steps to secure their accounts
  • Efficiently process routine teller transactions, including deposits, withdrawals, transfers, and currency exchange, while ensuring accuracy and compliance with banking regulations

Customer Service Advocate

Target
Quakertown, PA
03.2019 - 08.2024
  • Helped customers find specific products, answered questions and offered product advice
  • Processed refunds for worn, damaged, and broken merchandise
  • Managed cash office operations, ensuring accurate financial transactions and reconciling daily deposits
  • Learned roles of other departments to provide coverage and keep store operational
  • Trained new team members in customer service, order pickups and cash office operations

Guest Services Associate

Bear Creek Mountain Resort
Macungie, PA
11.2022 - 03.2023
  • Corrected guest issues promptly with knowledgeable and friendly service
  • Managed customer complaints and rectified issues to complete satisfaction
  • Handled payment processing and provided customers with receipts and proper bills and change
  • Assisted with scheduling and bookings, member payments, and data entry
  • Answered incoming calls and provided a high level of professionalism and knowledgeable service to every customer

Education

BBA - Marketing Management And Research

Kutztown University of Pennsylvania
Kutztown, PA
05.2024

Skills

  • Communication
  • Conflict resolution
  • Product and service knowledge
  • Financial analysis
  • Relationship building
  • Account management
  • Sales strategy
  • Outbound calling

Timeline

Personal Banking Associate

TD Bank
08.2024 - Current

Guest Services Associate

Bear Creek Mountain Resort
11.2022 - 03.2023

Customer Service Advocate

Target
03.2019 - 08.2024

BBA - Marketing Management And Research

Kutztown University of Pennsylvania

Similar Profiles

CREATE PROFILE
Ryan Michael