Summer Buese
Clearwater,FL
Summary
Dedicated Relationship Banker with a strong focus on client engagement and account servicing. Recognized for leveraging digital banking tools to educate customers and enhance their financial experience.
Overview
10
10
years of professional experience
Work History
Relationship Banker
TRUIST
Clearwater, Florida
10.2022 - Current
- Built strong relationships with clients to understand their financial needs.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Assisted customers with account openings and service inquiries.
- Educated clients on digital banking tools and resources.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Complied with security procedures and protocols when opening and closing the bank vault.
Customer Service Representative
kanes furniture
St. Petersburg, Florida
06.2021 - 10.2022
- Resolved customer complaints promptly and efficiently.
- Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
- Kept records of customer interactions or transactions, thoroughly recording details of inquiries.
- Updated databases with new and modified customer data.
Customer Service Representative
Ashley Furniture Homestore
Pinellas Park, Florida
11.2019 - 06.2021
- Provided excellent customer service to resolve customer complaints in a timely manner.
- Handled customer complaints with empathy and professionalism.
- Answered customer inquiries and provided accurate information regarding products and services.
- Maintained accurate records of customer interactions in the system.
- Updated databases with new and modified customer data.
Server/Host/Catering
Ruby Tuesday Restaurant
St. Petersburg, Florida
11.2016 - 10.2019
- Delivered exceptional customer service in fast-paced dining environment, resulting in positive guest feedback.
- Provided attentive customer service to address guest needs and preferences.
- Accurately managed food and beverage orders, ensuring efficient service delivery.
- Collaborated with kitchen staff to streamline meal preparation and ensure prompt delivery.
- Upsold menu items and specials, achieving increased sales during shifts.
Education
High School Diploma -
Clearwater Adult Education Center
1829 Gulf To Bay Blvd Clearwater, FL 3376506-2019
Skills
- Client relationship management
- Financial product knowledge
- Digital banking tools
- Banking compliance
- Compliance protocols
- Risk assessment
- Account servicing
- Sales techniques
- Digital banking education
Timeline
Relationship Banker
TRUIST
10.2022 - Current
Customer Service Representative
kanes furniture
06.2021 - 10.2022
Customer Service Representative
Ashley Furniture Homestore
11.2019 - 06.2021
Server/Host/Catering
Ruby Tuesday Restaurant
11.2016 - 10.2019
High School Diploma -
Clearwater Adult Education Center