Yasmine Kaur
SeaTac,WA
Summary
Methodical banker possessing expertise in managing personal, corporate and small business accounts. Accomplished in selling banking solutions to drive sales and revenue generation goals. Offering 7 years of experience in providing personal financial counseling. Comfortable working independently or as part of professional banking team.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Bank Of Ameria
Seattle, WA
10.2020 - Current
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Worked flexible hours; night, weekend, and holiday shifts.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Kept client financial plans optimized for current market trends and economic conditions.
- Expanded customer base through community outreach and strategic business partnerships.
- Continually boosted branch production and revenue by 70% by consistently meeting all monthly and quarterly sales goals
Personal Banker
Keybank
Seattle, WA
12.2016 - 07.2020
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Achieved consistent recognition as top sales performer.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Maximized revenue through improved sales techniques and branch productivity.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Identified and investigated variances to financial plans and forecasts.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Promoted financial products by maintaining excellent service offering knowledge.
Education
Bachelor of Arts - Finance
Highline College
Seattle, WA10.2021
Associate of Science - Accountant
Highline College
06.2017
High School Diploma -
Tyee High School
06.2015
Skills
- Client Acquisition and Retention
- Financial Product Knowledge
- Customer Service
- Banking Policies and Procedures
- Regulatory Compliance
- Financial Advisement
- Legal Considerations
- Financial Statements Preparation
- Cross-Selling and Upselling
- Verbal and Written Communication
- Asset Protection Strategies
- Inventory Control Processes
- Financial Profiling
Accomplishments
Junior of the year
Student of the year
Languages
Punjabi
Native or Bilingual
Hindi
Native or Bilingual
Timeline
Relationship Banker
Bank Of Ameria
10.2020 - Current
Personal Banker
Keybank
12.2016 - 07.2020
Bachelor of Arts - Finance
Highline College
Associate of Science - Accountant
Highline College
High School Diploma -
Tyee High School
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