Tanya Munger
Plainfield,IN
Summary
With a proven track record in Financial Services, I excel in relationship building and financial advising, significantly enhancing customer satisfaction and loyalty. My expertise in banking operations and interpersonal skills have driven successful client relationships and business growth, showcasing my ability to meet and exceed employer expectations.
I have over 20 plus years in Banking. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.
I pride myself in being a Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Cashier
Big Red Liquors
02.2023 - Current
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Relationship Banker II
Old National Bank
07.2022 - 06.2024
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Adapted products and services to suit customers' changing financial circumstances.
- Analyzed customers' financial information to deliver personalized account guidance.
Personal Banker I
State Bank
02.2021 - 06.2022
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Activated new accounts and issued customer identification numbers.
Member Relationship Specialist
Forum Credit Union
08.2009 - 01.2019
- Improved member experience by quickly addressing concerns, ensuring positive resolution of issues raised during interactions.
- Served as a liaison between back-office departments and front-line staff, ensuring seamless communication regarding policy updates or changes affecting member accounts or services.
- Participated in community events to promote credit union services, fostering goodwill within the local market.
- Achieved high levels of member satisfaction through empathetic listening and effective problem-solving skills.
- Assisted in the development of staff training materials, contributing to the growth and knowledge of fellow team members.
- Recommended specific products and services in alignment with individual needs, requirements and specifications.
- Educated customers about billing, payment processing and support policies and procedures.
- Identified and resolved discrepancies and errors in customer accounts.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
Education
High School Diploma -
Ben Davis High School
Indianapolis, IN01-1993
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
- Money Handling
- Creative Thinking
- Teller Support
- Financial Services
- Cross-Selling Products
- Financial Advising
- Banking
- Loans
- Recordkeeping requirements
- Cash Flow Management
- Loan Origination
- Policy development and implementation
- Account closings
- Teller background
- Multitasking Abilities
- Banking operations knowledge
- Critical Thinking
- Organizational Skills
- Teamwork and Collaboration
- Customer Service
- Account updating
- Proficiency with word, excel, powerpoint, outlook, file management, spreadsheets, power bi and basic troubleshooting
- Interpersonal Skills
- Professionalism
- Goal Setting
Certification
NMLS Certified#175630
Timeline
Cashier
Big Red Liquors
02.2023 - Current
Relationship Banker II
Old National Bank
07.2022 - 06.2024
Personal Banker I
State Bank
02.2021 - 06.2022
Member Relationship Specialist
Forum Credit Union
08.2009 - 01.2019
NMLS Certified#175630
High School Diploma -
Ben Davis High School
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