Trevor Surrarrer
PNC Bank, NA
Wooster,OH
5
years of professional experience
Dedicated retail banker with proven cash handling proficiency and a focus on customer relationship management. Committed to enhancing customer satisfaction through effective collaboration and training.
Work History
Assistant Branch Manager
4 Months- Coached branch staff on sales behaviors, customer interactions, and product knowledge to support performance goals.
- Supervised daily branch operations, ensuring service quality, policy adherence, and smooth transaction processing.
- Developed strong relationships with key clients, contributing to significant growth in business revenue.
- Conducted financial due diligence on potential investments and acquisitions.
Retail Banker
2 Years 3 Months- Assisted clients with account inquiries and transactions, ensuring prompt service delivery.
- Processed new account applications, verifying documentation and ensuring compliance with bank policies.
- Educated customers on banking products, enhancing their understanding and facilitating informed decisions.
- Identified opportunities for cross-selling financial products, contributing to overall branch performance goals.
- Trained new staff on operational procedures and best practices to ensure consistent service quality.
- Opened consumer and business accounts, ensuring compliance with banking policies and KYC requirements.
Team Lead
1 Year 5 Months- Led team in achieving sales goals through effective training and performance management.
- Streamlined inventory processes to reduce discrepancies and enhance accuracy.
- Implemented customer engagement strategies to improve overall shopping experience.
- Mentored new employees, fostering a collaborative and efficient work environment.
Retail Sales Associate
1 Year 3 Months- Delivered exceptional customer service, enhancing overall shopping experience.
- Helped customers complete purchases, locate items, and join reward programs.
Education
High School Diploma
Skills
Fraud prevention
Financial product sales
Bank product sales
Financial services
Banking software
Customer relationship management
Team development
Compliance management
Operational efficiency
Staff education and training
Staff management
Loans
Interests
Financial Planning
Exploring famous landmarks
historical sites
and cultural attractions in a new destination.
Cooking
Timeline
Assistant Branch Manager
PNC Bank, NA
06.2026 - CurrentRead More
Retail Banker
Woodforest National Bank
03.2024 - 06.2026Read More
Team Lead
Rack Room Shoes Inc.
10.2022 - 03.2024Read More
Retail Sales Associate
Under Armor
08.2021 - 11.2022Read More
Black River High School
High School Diploma
Read More