Summary
Overview
Work History
Education
Skills
Timeline
PERSONAL INTERESTS
Generic

TREY BOGART

Milford

Summary

Top-performing professional with substantial experience in banking and finance. Upbeat and personable with natural ability to build rapport and offer exceptional customer service. Possesses strong financial knowledge, which is essential for advising clients on banking products and services. Aims to contribute to client satisfaction and financial growth through tailored solutions and dedicated support. Dedicated to establishing long-term relations with customers to demonstrate trust.

Overview

4
4
years of professional experience

Work History

Personal Banker I

Fifth Third Bank
02.2025 - Current
  • Enhanced customer satisfaction by providing tailored financial solutions and expert guidance on account options.
  • Developed strong client relationships through proactive communication, addressing inquiries and resolving issues promptly.
  • Collaborated with team members to implement best practices in sales techniques, boosting overall branch performance.
  • Analyzed client needs to recommend appropriate banking products, contributing to increased customer retention and satisfaction.

Financial Representative

Northwestern Mutual
01.2024 - 11.2024
  • Prepared financial statements and reports, providing timely and meaningful analysis of financial data
  • Reconciled financial accounts and identified discrepancies, resulting in improved accuracy of financial statements
  • Impacted over 18 families lives helping them reach financial security
  • Implemented life and disability insurance as needed to clients

Server

Red Lobster
02.2022 - 01.2024
  • Developed relationships with customers while resolving problems as they arose
  • Worked as a team, collaborating with kitchen staff and other employees
  • Multi-tasking
  • Proficient with Point of Sale system

Education

High School Diploma -

Whiteoak High School
Mowrystown, OH
05.2020

BSBA - Finance

Northern Kentucky University
05.2024

Associates of Science - undefined

Southern State Community College
Mt. Orab, OH
05.2021

Skills

  • Fast Learner
  • Customer Service
  • Work Ethic
  • Relationship Building
  • Revenue generation
  • Verbal and written communication
  • Analytical thinking

Timeline

Personal Banker I

Fifth Third Bank
02.2025 - Current

Financial Representative

Northwestern Mutual
01.2024 - 11.2024

Server

Red Lobster
02.2022 - 01.2024

BSBA - Finance

Northern Kentucky University

Associates of Science - undefined

Southern State Community College

High School Diploma -

Whiteoak High School

PERSONAL INTERESTS

Weightlifting, Active Church Member, Spending time with Family/Friends, Football/Baseball

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