ZAINAB BARNES RETAIL BANKER

Woodbridge VA ***** 571-***-**** ad0y4w@r.postjobfree.com

Dedicated Universal Banker with substantial experience in business banking operations, customer service, sales, and CRM. Recognized for leveraging a comprehensive understanding of banking systems and regulations to ensure smooth branch operations. Proven track record in delivering top-tier customer service, driving sales growth, and implementing CRM strategies. Excels in managing high-volume transactions, branch audits, and business account servicing. Excellent communication skills, adept at liaising between executives and cross-functional business teams to expediently resolve issues. Work to assist with overcoming obstacles and help to identify potential solution for customers. Coordinate the process of loan application and documentation to loan booking. and identify sales opportunities. Ambitious self-starter who applies a quick-learning nature to rapidly grasp new concepts within fast-paced situations.

professional experience

MANUFACTURER AND TRADER BANK (M&T Bank) May 2017- present

Universal Banker

Served a crucial role in managing daily branch operations, including account transactions, cash handling, and branch audits (BPAC audit weekly, monthly, quarterly, semi-yearly, and yearly)

Assisted customers with complex transactions, including opening/closing accounts, mortgages, instalment loans, and business account servicing.

Led customer engagement efforts through outbound calls and in-person meetings to introduce bank's products and services, resulting in meeting and exceeding sales targets.

Managed retail/business customer applications, ensuring seamless follow-up till closing.

Served as a liaison between the branch manager and business partners, scheduling appointments and coordinating business-related endeavors.

Acted as a coach for new hires, guiding them through transactional processes and banking procedures.

Consistently achieved weekly, monthly, and quarterly goals, leading to recognition as Chairman Champion with the branch team for the region in 2022.

Chameleon Management Group 2013 – 2017

Administrator

Managed customer tickets and identified areas for business improvement.

Created and configured reports and dashboards for business use.

Coordinated administrative support, including event planning, meeting agendas, and follow-up efforts for executive meetings.

Prepared dynamic presentations for business development initiatives

Borough College London 2008 – 2013

Secretary Personal Assistant to the Principal

Provided administrative support, including student enrollment, course registration, and tuition payment processing.

Supported the preparation of a comprehensive annual audit.

Handled financial transactions, including preparing checks, invoices, cash receipts, and deposits.

Collaborated in scheduling meetings, taking meeting minutes, and tracking agendas.

Education & Professional Development

CERTIFICATION

Salesforce Certified Administrator 2021-2022

Greenwich London College 2009-2013

Bachelor of Arts in Business Management & Administration

London College of Accountancy

Accounting ACCA 2004-2008

Reference:

Upon Request

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