Sarah Bolton
Weare,NH
Summary
Veteran banking professional dedicated to team and business success. Knowledgeable about training employees, optimizing procedures and de-escalating challenging situations with a calm and professional approach. Analytical and detail-oriented with a demonstrated record of accomplishment in meeting sales and service goals.
Overview
18
18
years of professional experience
Work History
Business Relationship Manager
Citizens Bank
02.2023 - Current
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Developed and implemented strategic account plans to drive business growth.
- Analyzed market trends to identify opportunities for product offerings and service enhancements.
- Collaborated with cross-functional teams to streamline processes and improve service delivery.
- Built rapport with prospective clients through effective networking events, conferences, and industry gatherings.
- Managed a portfolio of key accounts, ensuring consistent revenue generation and account retention.
- Developed customized solutions in response to unique client needs, fostering long-term partnerships.
Branch Manager
Citizens Bank
10.2021 - 02.2023
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Engaged employees in business processes with positive motivational techniques.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Lead branch operations to enhance customer service and operational efficiency.
- Develop and implement strategic sales initiatives to achieve branch revenue goals.
Banker
Citizens Bank
02.2012 - 10.2021
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Resolved customer problems, improved operations and provided exceptional client support.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Promoted products or services to each customer to consistently achieve and exceed sales targets.
- Evaluated client financial positions and identified most appropriate banking products.
- Produced and executed loan packages.
- Opened, closed and updated accounts for customers.
- Exceeded sales goals in Business products and Consumer products on consistent basis.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Prospected for new business through networking, community outreach and customer referral generation.
- Represented bank at community events to establish strong ties and promote business.
- Advised clients on financial products, enhancing customer satisfaction and loyalty.
Teller Manager
Citizens Bank
02.2010 - 02.2012
- Supervised daily operations in branch, ensuring compliance with banking regulations and policies.
- Trained and mentored new tellers on customer service best practices and operational procedures.
- Implemented process improvements to enhance efficiency in cash handling and transaction processing.
- Resolved complex customer inquiries and disputes, maintaining high satisfaction levels through effective communication.
- Monitored teller performance metrics, providing feedback to drive individual growth and team success.
- Developed schedules to optimize staffing levels during peak hours, enhancing service delivery efficiency.
- Collaborated with management to identify areas for operational enhancement within branch workflows.
- Fostered a positive work environment by promoting teamwork, collaboration, and open communication among staff members.
Softlines Team Member
Target
02.2008 - 02.2010
- Assisted customers with locating and choosing merchandise in any store department.
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
- Issued receipts and processed refunds, credits, or exchanges.
- Helped customers complete purchases, locate items and join reward programs to promote loyalty, satisfaction and sales numbers.
- Managed efficient cash register operations, including scanning items, processing payments and issuing receipts.
- Organized store merchandise racks and displays to promote and maintain visually appealing environments.
- Folded and arranged clothing and jewelry in attractive displays to drive sales.
- Worked with diligence to regularly meet or exceed special targets, including credit card applications, special donations and specific product promotions.
Education
John Stark Regional High School
Weare, NHMassage Therapy
Northeast Institute of Whole Health
Manchester, NHSkills
- Product and service sales
- Cash register operations
- Upselling
- Cash Handling
- Exceptional customer service
- Relationship building
- Sales training
- Client relationship management
- Team leadership and mentoring
Timeline
Business Relationship Manager
Citizens Bank
02.2023 - Current
Branch Manager
Citizens Bank
10.2021 - 02.2023
Banker
Citizens Bank
02.2012 - 10.2021
Teller Manager
Citizens Bank
02.2010 - 02.2012
Softlines Team Member
Target
02.2008 - 02.2010
John Stark Regional High School
Massage Therapy
Northeast Institute of Whole Health