Summary
Overview
Work History
Education
Skills
Timeline
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Stephen Sargent

Louisville,KY

Summary

Results-driven Assistant Branch Manager known for high productivity and efficiency in task completion. Possess specialized skills in customer service management, operational oversight, and team leadership. Excel in communication, problem-solving, and adaptability, ensuring successful branch operations and customer satisfaction. Commitment to continuous improvement drives consistent achievement of objectives.

Overview

3
3
years of professional experience

Work History

Assistant Branch Manager

PNC Bank
Louisville, Kentucky
04.2024 - Current
  • Monitored daily operations of the branch, including staff management, customer service and security protocols.
  • Developed strategies for improving operational efficiency within the branch.
  • Conducted regular meetings with employees to discuss performance goals and objectives.
  • Provided training to new hires on banking processes and procedures.
  • Analyzed customer data to identify trends in account activity and suggest ways to increase sales opportunities.

Relationship Banker

PNC Bank
Louisville, KY
08.2023 - 04.2024
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.

Personal Banker

PNC Bank
Louisville, KY
08.2022 - 08.2023
  • Cross-sold banking products such as credit cards, loans and investments.
  • Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.

Regional Resource Team

PNC Bank
Louisville, Kentucky
03.2022 - 08.2022
  • Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
  • Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.

Education

BBA - Business Administration - Information Systems

University of Massachusetts
MA

Some College (No Degree) - Software Engineering

Bethel College
Redding, CA

Skills

  • Audit preparation
  • Relationship building and management
  • Financial software
  • Branch service quality
  • Financial product advisement
  • Customer Retention
  • Staff Development
  • Business Development

Timeline

Assistant Branch Manager

PNC Bank
04.2024 - Current

Relationship Banker

PNC Bank
08.2023 - 04.2024

Personal Banker

PNC Bank
08.2022 - 08.2023

Regional Resource Team

PNC Bank
03.2022 - 08.2022

BBA - Business Administration - Information Systems

University of Massachusetts

Some College (No Degree) - Software Engineering

Bethel College
Stephen Sargent