William Satto
Minneapolis,MN
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
4
4
years of professional experience
Work History
Relationship Banker
Associated Bank
Saint Louis Park, MN
12.2022 - Current
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
- Identified financial needs of customers and presented appropriate product and service options.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Modified, opened and closed customer accounts.
- Advised customers on bank products, services and financial planning options.
Tax Preparer
Jackson Hewitt Tax Svc
Brooklyn Park, MN
02.2020 - 02.2023
- Filed electronically through approved software programs.
- Maintained accurate records of all client transactions and filings.
- Assisted customers with any questions they had about their taxes or filing status.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Manager
Payday Advance America
Robbinsdale, MN
03.2022 - 09.2022
- Developed and implemented strategies to increase customer satisfaction and loyalty.
- Coached, mentored and trained team members in order to improve their job performance.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Resolved conflicts between employees by providing guidance on company policies and procedures.
- Scheduled interviews for potential candidates and conducted reference checks prior to hire.
Education
Associate of Science - Business Management
North Hennepin Community College
Minneapolis, MN01-2025
Skills
- Relationship Building and Management
- Account Closings
- Cash Handling
- Account Audits
- Sales Expertise
- Teller Support
- Customer Relationship Management
- Branch Operations
- Customer Service-Oriented
- Banking
- Time Management
Timeline
Relationship Banker
Associated Bank
12.2022 - Current
Manager
Payday Advance America
03.2022 - 09.2022
Tax Preparer
Jackson Hewitt Tax Svc
02.2020 - 02.2023
Associate of Science - Business Management
North Hennepin Community College
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