Trevor Schartner
Bolton,MA
Summary
Business Administration graduate with banking experience as a Relationship Banker and Bank Teller. Completed Norwich University's Rook Leadership Program and currently enrolled in the Credit Training Inc. Commercial Lending and Credit Analysis Program. Seeking a Commercial Loan Administration role to build a career in commercial banking.
Overview
2
2
years of professional experience
Work History
Relationship Banker
Clinton Savings Bank
Clinton, MA
08.2025 - Current
- Built long-term relationships with customers by providing personalized service and support.
- Educated clients on financial products and services available.
- Assisted customers with account inquiries and banking services.
- Processed transactions accurately using banking software.
- Processed maintenance, operations and correspondence for new and existing accounts.
- Maintained customer records in compliance with bank policies.
Bank Teller
Clinton Savings Bank
Clinton, MA
02.2024 - 08.2025
- Processed customer transactions accurately and efficiently.
- Maintained cash drawer and balanced daily transactions.
- Promoted bank products and services to enhance customer satisfaction.
- Ensured compliance with banking policies and regulations.
- Maintained confidentiality of bank records, transactions and customer information.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Education
Credit Training, Inc.
08-2026
Bachelor of Science - Business Administration
Worcester State University
Worcester, MA08-2025
Norwich University
Northfield, VTSkills
- Compliance adherence
- Account management
- Customer service
- Relationship building
- Banking operations
- Financial analysis
- Problem resolution
- Effective communication
- Time management
Accomplishments
- Completed Rook Program at Norwich University
Timeline
Relationship Banker
Clinton Savings Bank
08.2025 - Current
Bank Teller
Clinton Savings Bank
02.2024 - 08.2025
Credit Training, Inc.
Bachelor of Science - Business Administration
Worcester State University
Norwich University