Selby Patrick
Apex,NC
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
16
16
years of professional experience
Work History
Relationship Banker
Bank of America
Durham, NC
03.2024 - Current
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Educated clients about various banking products available at the institution.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
- Built long-term relationships with customers by providing personalized service and support.
- Provided financial advice to clients based on their needs and goals.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
Relationship Banker
Bank of America
Wellington, FL
04.2022 - 03.2024
- Processed customer requests for withdrawals or transfers from existing accounts.
- Advised customers on bank products, services and financial planning options.
- Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
Senior Bank Teller
Bank of America
West Palm Beach, FL
09.2008 - 04.2022
- Issued checks and money orders as requested by customers.
- Analyzed customer needs through conversations with them and offered appropriate solutions.
- Reconciled discrepancies between cash drawer totals and computer records.
- Maintained up-to-date knowledge of applicable laws and regulations governing financial institution activities.
- Ensured adherence to Bank Secrecy Act regulations during all transactions.
- Identified opportunities to refer customers to other lines of business within the bank.
- Processed deposits, withdrawals, loan payments, cash advances and transfers for customers.
- Handled large volumes of cash accurately while performing transaction verifications.
Skills
- Relationship building and management
- Security understanding
- Employee Motivation
- Sales expertise
- Financial processes understanding
- Customer Service-Oriented
- Teller background
- Creative Thinking
References
References available upon request.
Timeline
Relationship Banker
Bank of America
03.2024 - Current
Relationship Banker
Bank of America
04.2022 - 03.2024
Senior Bank Teller
Bank of America
09.2008 - 04.2022