Desired Job Title
Personal Banker IVLicensed Personal BankerSenior Personal BankerWork Type
Full TimeLocation Preference
On-SiteLocation: Eagle, ID, US
Open to relocation: No
Open To Work
Sara Davis
Eagle,ID
Work Preference
Summary
Dynamic personal banker with a proven track record, excelling in relationship building and cross-selling strategies. Recognized for enhancing customer satisfaction and retention through tailored financial solutions. Strong leadership and adaptability skills contributed to operational improvements, consistently exceeding performance metrics while fostering a collaborative team environment.
Overview
27
27
years of professional experience
Work History
Personal Banker IV
D.L. Evans Bank
03.2016 - Current
- Assisted customers with account inquiries and transactions, ensuring accurate and efficient service.
- Collaborated with team members to streamline operational processes, improving customer satisfaction rates.
- Maintained up-to-date knowledge of banking regulations and market trends to provide informed recommendations.
- Resolved customer complaints effectively, fostering positive relationships and promoting client retention.
- Trained new staff on bank procedures and customer service protocols, enhancing team performance and efficiency.
- Implemented strategies to promote new products, increasing customer engagement and revenue opportunities.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Cross-sold bank products and services to meet customer needs and provide options.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Trained new personal bankers, elevating team performance and service quality.
- Fostered strong client relationships through regular follow-ups, securing loyalty and repeat business.
- Processed loan applications and monitored progress from start to finish.
- Performed monthly audits, branch scheduling and daily tasks for branch operations.
Licensed Personal Banker
Chase Bank
Eagle, ID
09.2008 - 03.2016
- Cultivated client relationships to enhance customer satisfaction and retention.
- Executed daily banking operations, ensuring accuracy in transactions and compliance with regulations.
- Analyzed client financial needs to provide tailored product recommendations and solutions.
- Managed account openings, closings, and maintenance efficiently within established timelines.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Developed and maintained relationships with customers, lenders and other third parties.
- Adapted products and services to suit customers' changing financial circumstances.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Cultivated strong customer relationships by providing tailored advice and services.
Senior Personal Banker
Washington Mutual Bank
Eagle, ID
01.1999 - 09.2008
- Led team in delivering exceptional customer service and personalized banking solutions.
- Mentored junior bankers, fostering skills in sales techniques and customer engagement.
- Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
- Expanded client base by promoting new financial products.
- Identified opportunities to cross-sell and upsell loan products to customers.
Education
High School Diploma -
Mccall Donnelly High School
McCall, ID05-1997
Skills
Relationship building
Branch operations
Customer satisfaction
Relationship building and management
Loans
Cross-selling and upselling
Adaptability and flexibility
Leadership skills
Reliability
Teamwork and collaboration
NMLS Certified
Notary Public
Timeline
Personal Banker IV
D.L. Evans Bank
03.2016 - Current
Licensed Personal Banker
Chase Bank
09.2008 - 03.2016
Senior Personal Banker
Washington Mutual Bank
01.1999 - 09.2008
High School Diploma -
Mccall Donnelly High School