Tyler Conrad
Sevierville,TN
Summary
Dynamic Personal Banker with a proven track record at Citizens National Bank, excelling in relationship building and customer satisfaction. Leveraged strong interpersonal skills to enhance client retention and drive sales through tailored financial solutions. Demonstrated expertise in regulatory compliance and cash handling, ensuring efficient operations and fostering trust with clients.
Overview
8
8
years of professional experience
Work History
Personal Banker
Citizens National Bank
Sevierville, TN
07.2017 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Cross-sold bank products and services to meet customer needs and provide options.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Facilitated workshops on financial literacy for clients, empowering them with knowledge for better financial decisions.
- Adapted quickly to new banking regulations, ensuring compliance and mitigating risks.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
Education
Did Not Graduate - Criminal Justice
Walters State Community College
Sevierville, TNSkills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
- Fraud prevention
- Sales expertise
- Attention to detail
- Relationship building and management
- Banking policies and procedures
- Account maintenance
- Regulatory compliance
- Financial services
- Opportunity identification
- Account management
- Transaction processing
- Cross-selling products
- Professional appearance
- Teller support
- Safe deposit box oversight
- Banking regulations
- Conflict resolution
- Decision-making
- File maintenance
Accomplishments
Personal Banker of the Year 2023 - Traditional Division
Affiliations
Member of the Gatlinburg Elks Lodge
Timeline
Personal Banker
Citizens National Bank
07.2017 - Current
Did Not Graduate - Criminal Justice
Walters State Community College