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City, State 80840
Home: 000-000-0000 | Cell: 000-000-0000
email@email.com
Top-performing professional with over 10 years of progressive experience in banking and finance, seeking to take next career step in banking as a Branch Manager. Expertise in managing personal, corporate, and small business accounts and building long-term relationships with customers. Experience in managing and resolving account issues in bank branches and via phone. Accomplished in selling banking solutions to drive sales and revenue generation goals.
- Finance and Banking
- Fraud Prevention and Risk Management
- Relationship Building
- Account Management
- Customer Service
- Training and Mentoring
- Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention.
- Review and approve overdrafts and checks for cashing, and answer questions on accounts, loans, and statements.
- Prepare credit and financial information to streamline loans processing for mortgage, installment, and discount loan transactions; prepare loan worksheets for submission to loan processing for closing documents.
- Assist customers during loan and account application process, and close consumer and real estate and mortgage loans in accordance with internal and federal policies and procedures.
- Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals.
- Greeted and interfaced with customers to facilitate daily banking transactions; provided exceptional customer service by providing exceptional banking services and addressing account and service concerns.
- Cross-sold bank products and services to increase sales and revenues.
- Balanced daily cash transactions and reconciled daily transactions to ensure accuracy.
- Facilitated implementation of new and revised policies and procedures throughout branch and department.
- Helped new and existing clients open personal accounts, resolve issues related to online banking services, and navigate bankÕs website; assisted corporate and small business account with online business banking.
- Unlocked locked accounts and provided temporary passwords to provide access to online accounts.
- Troubleshot issues over the phone for customers using Firefox, Internet Explorer, Chrome, and Safari.
- Supported customer service representatives by addressing customer inquiries by phone.
- Developed strong rapport with branch managers and provided administrative support at local branches during staffing shortages.
- Processed customer transactions using computerized methods, accurately recorded financial transactions, and generated receipts.
- Received and processed checks and cash for deposit, verified amounts, and validated deposit slips.
- Balanced currency, coin, and checks, and calculated end-of-shift transactions daily.
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