Forward-thinking business banking professional well-versed in the needs various companies. Knowledgeable about banking practices, regulatory standards and available products and services. Good relationship-building, communication and program management abilities.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Business Banking Specialist
PNC Bank
Cleveland, OH
03.2021 - Current
Devoloping new and existing commerical loan and deposit business relationships
Prepared loan documents that are in compliance with bank regulations
implemented adequate knowledge with treasury management and merchant services
Developed and implemented marketing and business plans.
Generated business and acquired new customers through diverse promotional, outreach and networking strategies.
Branch Banker Sr.
PNC Bank
Chagrin Falls
10.2018 - 03.2021
Opened new accounts and made changes to existing accounts.
Helped customers prepare documents required to complete transactions and process requests.
Investigated and resolved account issues by offering applicable options to customers.
Presented products and services to customers using in-depth knowledge to answer questions.
Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Universal Banker
PNC Bank
Cleveland Northeast Market
02.2017 - 10.2018
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
Assistant Pro Shop Manager
Canterbury Golf Course
Beachwood, OH
03.2017 - 02.2019
Trained team members in successful strategies to meet operational and sales targets.
Implemented daily operating procedures to keep store clean, adequately stocked and well-organized.
Walked through department multiple times each shift to evaluate and correct issues such as cleaning and stock replenishment needs.
Maintained focus during busy times and delegated tasks to employees to keep business running smoothly.
Cavalry Scout (19D)
US Army Reserve
Fort Benning, GA
10.2012 - 10.2018
Communicated updates on task completion to supervisors, maintaining smooth operations.
Educated newer members on platoon inner workings, answered questions and provided advice on daily duties.
Education
High School Diploma -
Otsego High School
Tontogany, OH
05.2011
Skills
Product and Service Knowledge about treasury management and merchant services
Developing new and existing commerical loan deposit business
Monitor loan and deposit performance by maintaining contact with borrowers
Prepare loan documents that are in compliance with bank regulations