Viktoria Nagy
Palm Beach Gardens
Summary
Relationship Banker with 5 years of frontline retail banking experience improving client adoption of digital channels and resolving complex service issues. Regularly converts service interactions into sales and referrals while maintaining compliance and high customer satisfaction. Seeking to expand responsibilities in client relationship management and digital banking operations.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Bank of America
Palm Beach Gardens, Florida
03.2025 - Current
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Coordinated financial transactions, ensuring compliance with regulations.
- Collaborated with team members to improve operational efficiency.
- Attended meetings with other bankers to discuss best practices related to relationship building.
- Advised clients on banking products and services to enhance satisfaction.
- Conducted financial reviews with clients to identify their current and future needs.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
Banker Associate
CITI
Palm Beach Gardens
04.2024 - 03.2025
- Greeted and interacted with clients on bank floor to identify and address sales and service needs, converting service requests into sales and referrals.
- Resolved client complaints and issues with ownership, ensuring complete satisfaction through prompt and effective solutions.
- Educated clients on self-service capabilities, promoting usage of digital service channels such as online, mobile, and ATM.
Banker Associate
PNC
Jupiter
04.2021 - 04.2024
- Achieved a 10-star rating in customer satisfaction surveys by providing exceptional service.
- Increased customer base through proactive management of referral programs.
- Ensured compliance with security policies and procedures to maintain a safe banking environment.
- Gained comprehensive understanding of company policies and procedures to enhance banking operations.
- Maintained a high level of professionalism, integrity, and discretion.
Education
SIE -
The Securities Institute of America
08-2026
Real Estate Broker -
Gold Coast School
03-2009
International Business -
Palm Beach Atlantic University
05-2000
Skills
- Banking experience
- Regulatory knowledge
- Sales proficiency
- Sales pipeline management
- Risk management
- Customer service
- Client-focused approach
- Problem resolution
- Planning
- Teamwork
- Leadership
Hobbies and Interests
- Ice Skating
- Reading
- Travel
- Swimming
Timeline
Relationship Banker
Bank of America
03.2025 - Current
Banker Associate
CITI
04.2024 - 03.2025
Banker Associate
PNC
04.2021 - 04.2024
SIE -
The Securities Institute of America
Real Estate Broker -
Gold Coast School
International Business -
Palm Beach Atlantic University