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
12
12
years of professional experience
Work History
Personal Banker
WSFS Bank
09.2022 - Current
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Cross-sold bank products and services to meet customer needs and provide options.
Promoted financial products by maintaining excellent service offering knowledge.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Networked to increase client base and encourage existing clients to expand financial portfolios.
Banker /Teller
PNC Bank
04.2021 - 08.2022
Maintained confidentiality of bank records and client information.
Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Opened new checking, savings and lines of credit for customer accounts.
Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
Delivered exceptional service to customers in person or over telephone.
Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Shift Supervisor
Burlington Coat Factory
01.2015 - 01.2018
My duties were to courteously greet customers and efficiently process
transactions within a busy, fast paced retail environment
Operate cash
register, scanners and computers to itemize and total customers
purchases
I also balanced drawers at the end of each shift.
Cashier/Shift Supervisor
Burger King
01.2012 - 01.2014
I developed strong multitasking skills in a fast paced environment while
managing a constant flow of guests during lunch and dinner shifts
Serving guests with a focus on time and revenue management, while
providing excellent customer experiences
Training new staff on
restaurant processes and policies