Scott Emmerich
Orlando
Summary
Experienced customer service and financial professional focused on building long-term client relationships through trust and personalized service. Expertise in identifying customer needs, resolving complex issues, and delivering financial guidance aligned with client goals. Committed to fostering loyalty and retention by providing exceptional experiences while consistently achieving performance targets in dynamic environments.
Overview
10
10
years of professional experience
Work History
Financial Center Relationship Banker
Spencer Savings Bank
Union
06.2023 - 05.2026
- Assisted clients with account openings and banking services.
- Provided personalized financial advice to enhance customer satisfaction.
- Managed customer inquiries and resolved issues promptly and professionally.
- Educated clients on bank products, services, and online banking tools.
- Facilitated wire transfers and direct deposits for customers.
- Built long-term relationships with customers by providing personalized service and support.
- Identified financial needs of customers and presented appropriate product and service options.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
Senior Personal Banker
Valley National Bank
Westfield
02.2021 - 06.2023
- Developed relationships with clients to promote financial products.
- Conducted financial assessments to recommend suitable banking solutions.
- Managed client portfolios and provided tailored financial advice.
- Educated clients on digital banking tools and online services features.
- Assisted customers with opening new accounts, making deposits, withdrawals and transfers in accordance with banking regulations.
Client Relationship Banker
Wells Fargo
Woodbridge
08.2016 - 02.2021
- Cultivated strong customer relationships through personalized banking solutions.
- Delivered exceptional service by addressing client inquiries and resolving issues.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Educated clients on financial products and services to enhance their banking experience.
- Provided guidance on loan applications and mortgage products to clients.
- Built long-term relationships with customers by providing personalized service and support.
- Maintained compliance with bank policies and regulatory requirements consistently.
Education
Associate of Arts - Listed Securities Trading Certification
New York Institute Of Finance
Manhattan, NY01-1996
Associate of Arts - Business
Kingsborough Community College
Brooklyn, NY06-1990
Skills
- Client relationship management
- Financial product expertise
- Portfolio management
- Digital banking education
- Banking regulations compliance
- Sales strategy development
Custom Section 1
- As a customer service and financial professional, I bring a strong track record of building long-term client relationships through trust, communication, and personalized service. I recently relocated to the area and am excited to establish my career within this community. My experience in delivering exceptional customer service, resolving complex issues, and helping clients achieve their financial goals has consistently contributed to customer satisfaction and retention. I am confident that my dedication, adaptability, and relationship-focused approach make me a strong candidate who can make an immediate, positive impact on any team.
Timeline
Financial Center Relationship Banker
Spencer Savings Bank
06.2023 - 05.2026
Senior Personal Banker
Valley National Bank
02.2021 - 06.2023
Client Relationship Banker
Wells Fargo
08.2016 - 02.2021
Associate of Arts - Listed Securities Trading Certification
New York Institute Of Finance
Associate of Arts - Business
Kingsborough Community College