Zachary Beal
Uniontown,OH
Summary
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
11
11
years of professional experience
1
1
Certification
Work History
Financial Relationship Banker - Registered
Huntington National Bank
05.2017 - 01.2024
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
Server
Rockne's Pub
01.2013 - 05.2017
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
Education
High School Diploma -
Green High School
Green, OH05.2013
Skills
- Financial Advising
- Debt Restructuring
- Relationship Building and Management
- Sales Expertise
- Adaptability and Flexibility
- Conflict Resolution
- Customer Service-Oriented
- Loss Prevention
- Effective Communication
- Client Retention
- Product Knowledge
Certification
Life, Accident & Health License
SIE License
Series 6 License
Series 66 License
Notary Public
Timeline
Financial Relationship Banker - Registered
Huntington National Bank
05.2017 - 01.2024
Server
Rockne's Pub
01.2013 - 05.2017
High School Diploma -
Green High School
Life, Accident & Health License
SIE License
Series 6 License
Series 66 License
Notary Public
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