Tanya Tadlock
Sherburn,MN
Summary
At Profinium, Inc, I excelled as a Relationship Banking Officer, leveraging my expertise in credit assessment and forward-thinking approach to significantly enhance customer satisfaction and loan business growth. My adeptness in Excel and resourcefulness ensured high accuracy in transactions and compliance, while my proactive customer service skills solidified client relationships and boosted referrals.
Overview
1
1
year of professional experience
Work History
Relationship Banking Officer
Profinium, Inc
Fairmont, MN
11.2023 - Current
- Responded to customer inquiries, complaints and requests in a timely manner.
- Developed and maintained relationships with customers to ensure satisfaction with products or services.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Explained account information to customers in detail as needed.
- Answered customer inquiries regarding bank products and services.
- Processed wire transfers for customers both domestically and internationally.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Followed up on requests from customers in a timely manner.
- Built and maintained client relationships through quality, personalized interactions.
- Opened new checking, savings and lines of credit for customer accounts.
- Developed and maintained relationships with potential customers to increase loan business.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Approved or denied loan applications based on established guidelines.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Recommended loan approvals and denials based on customer loan application reviews.
- Approved loan within specified limits or referred to appropriate approval level.
- Collected past due loans, keeping credit and collateral exceptions within policy ranges.
Education
Associate of Arts - Criminal Justice
Iowa Lakes Community College
Estherville06-2008
Skills
- Credit and collections
- Credit assessment
- Company valuations
- Self-motivated nature
- Expertise in Excel
- Forward-thinking
- Resourcefulness
- Banking regulations
- Loan approvals
- Due diligence
Timeline
Relationship Banking Officer
Profinium, Inc
11.2023 - Current
Associate of Arts - Criminal Justice
Iowa Lakes Community College
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