Summary
Overview
Work History
Education
Skills
Timeline
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Timothy Robertson

Alton,IL

Summary

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

26
26
years of professional experience

Work History

Sr. Relationship Banker

Regions Bank
05.2015 - Current
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Cross-sold credit cards, loans and other bank products.
  • Educated customers on online banking and mobile banking applications.
  • Monitored and verified suspicious activity on customer accounts.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Accomplished multiple tasks within established timeframes.
  • Cross-trained existing employees to maximize team agility and performance.

Assistant Manager

Mcdonalds
02.1999 - 05.2015
  • Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
  • Generated repeat business through exceptional customer service.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Conducted performance evaluations and provided constructive feedback to employees.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Successfully managed budgets and allocated resources to maximize productivity and profitability.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.

Education

High School Diploma -

EAWRCHS
Wood River, IL

Skills

  • Credit risk assessment
  • Portfolio management
  • Loan origination
  • Cash flow analysis
  • Account audits
  • Recordkeeping requirements
  • Employee motivation
  • Financial planning
  • Financial advising
  • Loss prevention
  • Persuasive communication style
  • Credit assessment
  • Proficient in Microsoft Products
  • Loans

Timeline

Sr. Relationship Banker

Regions Bank
05.2015 - Current

Assistant Manager

Mcdonalds
02.1999 - 05.2015

High School Diploma -

EAWRCHS

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Timothy Robertson