Ryan Penzenstadler
Banking
Oshkosh,WI
Summary
Dynamic Retail Relationship Banker with a proven track record at BMO Bank, recognized as a top performer for exceeding lending goals. Expert in portfolio management and relationship building, I excel in cross-selling financial products, achieving high client satisfaction and retention. Adept at team training, driving sales, and enhancing customer experiences.
Overview
6
6
years of professional experience
Work History
Retail Relationship Banker
BMO Bank
Oshkosh, WI
12.2020 - Current
- Drove branch sales and portfolio growth by recommending various financial products to prospective customers.
- Identified opportunities for cross-selling additional products or services based on customer needs.
- Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
- Excelled in meeting sales targets, earning the BMO Top Performer award for the year 2024.
- Served as the primary trainer for entire market, guiding over 10 new hires.
- I was a top performer in the company for lending goals, having multiple quarters over a million-dollars, and was recognized as a BMO All-Star for my production throughout the entire company.
Universal Associate Banker Teller
BMO Bank
Oshkosh, WI
09.2019 - 12.2020
- Balanced daily cash drawer by counting currency, coins and checks.
- Built and maintained client relationships through quality, personalized interactions.
- Attended training sessions designed to increase knowledge of banking products and services.
- Leveraged customer service and sales abilities to consistently meet performance goals.
Education
BBA - Finance
UW - Oshkosh
Oshkosh, WI05-2019
Skills
- Performance metrics
- Networking skills
- Time management
- Team training
- Customer relationship management
- Portfolio management
- Cross-selling products
- Bank Operations Understanding
- Relationship building and management
Timeline
Retail Relationship Banker
BMO Bank
12.2020 - Current
Universal Associate Banker Teller
BMO Bank
09.2019 - 12.2020
BBA - Finance
UW - Oshkosh
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