William Satto
Relationship Banker
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. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
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.
Manager
Payday Advance America
Robbinsdale, MN
05.2021 - 11.2022
- 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.
Tax Preparer
Jackson Hewitt Tax Svc
Brooklyn Park, MN
02.2020 - 04.2021
- 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.
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
- Creative Thinking
Work Preference
Work Type
Full TimeLocation Preference
On-SiteRemoteHybridImportant To Me
Career advancementQuote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Relationship Banker
Associated Bank
12.2022 - Current
Manager
Payday Advance America
05.2021 - 11.2022
Tax Preparer
Jackson Hewitt Tax Svc
02.2020 - 04.2021
Associate of Science - Business Management
North Hennepin Community College