Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Timeline
Generic

Polyana Sing DeSa

North Port,FL

Summary

Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Dedicated banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Industrious Personal Banker eager to fulfill challenging role within client-focused team. Strong foundation of building excellent client rapport to foster satisfaction and loyalty. Diverse skill set that includes Banking knowledge and expansive experience in finance

Overview

10
10
years of professional experience

Work History

Personal Banker II

Fifth Third Bank
North Port, FL
01.2012 - Current
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Expanded client base by promoting new financial products.
  • Created innovative financial solutions to meet customer needs and provide competitive edge.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Maximized revenue through improved sales techniques and branch productivity.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
  • Performed vault duties to handle large deposits of up to $10,000 and distribute currency to coworkers.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
  • Identified and investigated variances to financial plans and forecasts.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Presented new and additional products and services to existing customers.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.

Education

Associate of Arts -

Centennial College of Applied Arts
North Port, FL
1990

Skills

  • Portfolio Assessment
  • Attention to Detail
  • Teller Auditing
  • Financial Advisement
  • Financial Statements Preparation
  • Cross-Selling and Upselling
  • Growth Portfolios
  • Financial Optimization

Accomplishments

  • Collaborated with team of [Number] in the development of [Project name].
  • Documented and resolved [Issue] which led to [Results].
  • Supervised team of [Number] staff members.

Timeline

Personal Banker II

Fifth Third Bank
01.2012 - Current

Associate of Arts -

Centennial College of Applied Arts

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Polyana Sing DeSa