Ryan Rey
Kissimmee
Summary
Dynamic Retail Banker II with proven expertise at Woodforest National Bank in strengthening client portfolios and enhancing customer service. Skilled in cash handling and compliance, I fostered positive relationships and drove business growth through effective teamwork and financial planning. Committed to delivering branch goals in sales and service.
Overview
3
3
years of professional experience
Work History
Retail Banker II
Woodforest National Bank
09.2023 - Current
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Contributed to a positive work environment by actively participating in team meetings and offering constructive feedback when appropriate.
- Participated in community outreach events, representing the bank positively while establishing valuable business connections within the local market area.
- Reached out, generated appointments and built new relationships to grow business.
Relationship Advisor
Addition Financial
04.2023 - 09.2023
- Supported sales initiatives by collaborating with other departments to create targeted marketing campaigns for prospective clients.
- Strengthened client relationships by providing personalized financial advice and exceptional customer service.
- Enhanced overall customer satisfaction by consistently delivering prompt responses to inquiries and resolving any account-related issues.
Retail Banker II
Woodforest National Bank
03.2022 - 04.2023
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Collaborated with team members to achieve branch sales targets and enhance overall productivity.
Education
Associate Of Arts - General Studies
Velencia College
Kissimmee, FL08.2022
Skills
- Branch operations
- Cash handling
- Cash handling proficiency
- Credit analysis
- Consumer banking
- Fraud prevention
- Financial planning
- Banking software
- Customer financing
- Positive attitude
- Teamwork
- Customer service
- Time management
- Attention to detail
- Multitasking
- Reliability
- Team cooperation
- Customer Service-oriented
- Cash handling and management
Languages
Spanish
Native or Bilingual
Timeline
Retail Banker II
Woodforest National Bank
09.2023 - Current
Relationship Advisor
Addition Financial
04.2023 - 09.2023
Retail Banker II
Woodforest National Bank
03.2022 - 04.2023
Associate Of Arts - General Studies
Velencia College
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