TOM ANDERSON
Minneapolis,Minnesota
Summary
Enthusiastic personal banker eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of lending and home equity loans. Motivated to learn, grow and excel in lending.
Overview
18
18
years of professional experience
Work History
Personal Banker 2
Trustone Financial Credit Union
Minneapolis, MN
10.2021 - Current
- Provided financial advice to clients, addressing individual needs and promoting suitable products and services.
- Analyzed client portfolios to identify opportunities for cross-selling additional financial products and services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Personal Banker 1
Trustone Financial Credit Union
Minneapolis, MN
08.2021 - 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.
- Expanded client base by promoting new financial products.
- Presented new and additional products and services to existing customers.
Lead Teller
TruStone Financial
Minneapolis, MN
03.2017 - 08.2021
- Checked amount details and fraud markers for transaction papers such as checks and money orders
- Upheld strict financial controls by keeping funds secure and accurately transferring monies
- Promoted products or services to each customer to consistently achieve sales targets
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets
- Processed quarterly vault and ATM audits with zero error rate
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Mentored newly hired team members on appropriate responses to patron questions.
- Identified potential needs through observation, questioning and listening.
- Established rapport with new clients to increase satisfaction and loyalty.
Head Bartender
Big Bowl
Edina, MN
07.2008 - 03.2017
- Worked bar serving customers food and drinks. Developed and maintained relationships with regular customers. Also managed daily and weekly functions of the bar.
Education
St Cloud State
St CloudSkills
- Consumer banking
- Compliance, banking laws and regulations
- NCR Cash recycler
- Cash handling
- Staff management
- Strong account analysis skills
Accomplishments
Double High Five award in 2025
Timeline
Personal Banker 2
Trustone Financial Credit Union
10.2021 - Current
Personal Banker 1
Trustone Financial Credit Union
08.2021 - Current
Lead Teller
TruStone Financial
03.2017 - 08.2021
Head Bartender
Big Bowl
07.2008 - 03.2017
St Cloud State