Sarah Brown
Hibbing,MN
Summary
Energetic consultant with top-notch relationship-building, sales and money-handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions.
Overview
5
5
years of professional experience
Work History
Client Relationship Consultant 3
U.S Bank
01.2023 - Current
- Helping customers with their financial needs, such as opening accounts, obtaining loans, and investing
- Providing guidance on financial products, such as accounts, credit products and loan products
- Transaction processing: Processing deposits and withdrawals, and recording transactions.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Managed client relationships through regular check-ins and updates on project progress.
Teller
Wells Fargo
12.2021 - 12.2022
- Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits
- Discovering the customers needs by addressing conversational cues in order to provide beneficial services and achieve a positive customer experience
- Cross-sells bank products by answering inquiries, informing customers of new services and product promotions, ascertaining customers’ needs, and directing customers to a branch representative.
Associate Banker
JP Morgan Chase Bank
08.2019 - 08.2021
- Ensuring financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements
- Exhibiting strong customer service skills, presenting consumer-bank focused products and services while proactively educating clients on utilizing available access channels
- Experience in performing account maintenance, providing alternative banking options, providing disclosures and assisting customers with fraudulent transactions.
Education
Associates Degree of General Studies -
Front Range Community College
Fort Collins, CO03.2020
Skills
- Consistent, dependable and accurate in carrying out responsibilities to a successful conclusion
- Builds exceptional rapport with customers and clients through upbeat and personable communication
- Communicates confidently and effectively with superiors, peers and subordinates
- Exhibits strength in ambiguous environments and possesses an aptitude for adaptability
- Problem-Solving
- Team Leadership & Development
References
- Shirley Dimick, Branch Manager, JP Morgan Chase, 200 E 7th St, Loveland, CO, 80537, (970) 622-7444, Shirley was my manager for approximately 2 years.
- Mary Jo Helber-Taylor, Store Manager, Dressbarn/ Ascena Retail, Location now closed, (970) 541-8753, Mary Jo was my manager for several years (I worked at dressbarn two separate periods) and remains a mentor.
- Jessica May, Teacher, Thompson School District, (970) 631-5713, Jessica May was my coworker and mentor for approximately 3 years in the district.
Timeline
Client Relationship Consultant 3
U.S Bank
01.2023 - Current
Teller
Wells Fargo
12.2021 - 12.2022
Associate Banker
JP Morgan Chase Bank
08.2019 - 08.2021
Associates Degree of General Studies -
Front Range Community College
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