Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations.
Overview
6
6
years of professional experience
Work History
Personal Banker
WSFS Bank
12.2023 - 01.2024
Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Supported managers in implementing operational improvements that increased efficiency across the branch network.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Personal Banker
WSFS Bank
06.2022 - 08.2022
Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
Loan Processor
First Columbia Bank
08.2020 - 05.2022
Increased customer satisfaction with timely responses to inquiries and providing thorough explanations of loan processes.
Assisted in the development of new loan products by researching market trends and identifying potential opportunities.
Supported business growth by cultivating partnerships with local realtors, builders, and financial professionals.
Promoted a positive work environment through effective communication skills and teamwork initiatives.
Foodservice
Monty's
09.2019 - 03.2020
Ensured high standards of cleanliness and sanitation with regular inspections and staff training.
Increased overall efficiency by optimizing staff schedules to meet fluctuating business demands.
Developed strong relationships with vendors, negotiating favorable pricing on ingredients and supplies.
Implemented cost-saving measures in areas such as labor management, portion control, and energy usage to maximize profit margins.
Sales Associate
DTLR
10.2017 - 08.2019
Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.