Results-driven financial advisor with expertise in sales strategies and compliance regulations. Proven ability to enhance client relationships while supporting team performance in achieving sales targets.
Overview
3
3
years of professional experience
Work History
Personal Banker/Head Teller
The Union Bank Company
Columbus Grove, Ohio
11.2023 - Current
Assisted clients with daily transactions and managed accounts and loan servicing.
Supervised teller line operations, including scheduling and cash audits.
Promoted bank products, helping clients reach financial goals.
Facilitated team success in achieving sales targets set by management.
Ticket Office Intern
Toledo Walleye
Toledo, Oh
05.2023 - 11.2023
Engaged with customers to resolve ticket-related inquiries and enhance their experience.
Delivered accurate information about events and arena operations, contributing to guest satisfaction.
Facilitated seamless ticket exchanges, ensuring adherence to the organization's policies.
Designed attractive merchandise displays for Walleye and Mud Hens in team stores.
Regional resource team - traveling teller/Traveling teller/Banker at PNC BankRegional resource team - traveling teller/Traveling teller/Banker at PNC Bank
Universal Relationship Officer (Banker & Teller) at Blue Federal Credit UnionUniversal Relationship Officer (Banker & Teller) at Blue Federal Credit Union