A motivated team player looking to further my management and leadership skills in a professional administrative setting. I have worked in the bank industry for a few years. I have excellent communication skills and organizational skills. Your business and customers' needs will always be critical factors in my daily decision-making process and will be approached from a positive perspective with an optimistic attitude. A top priority for me is providing excellent customer experiences and building & deepening customer relationships. A tech-savvy, persuasive speaker, and empathetic towards the needs of others including colleagues and customers. Very receptive of both positive and negative feedback. A can-do attitude is a characteristic I enjoy exemplifying for others and myself.

I was a teller for about 6 months with the following responsibilities:

· Assisted front-line staff with handling difficulties, resolving problems and managing large transactions.

· Motivated, trained and disciplined employees to meet performance benchmarks.

· Trained employees on cash drawer and transactional operations.

· Managed opening and closing times for the main branch.

· Opened new customer deposit accounts and made changes in ownership, data, and product type for client accounts and profiles.

· Oversaw the branches internal controls on a daily basis.

· Managed the teller line.

· Carried out sales strategies to market BMO financial products.

· Created efficient branch schedules on a Bi-Weekly basis that appealed to the goals of the branch and availability of the staff.

· Researched and resolved customer issues on personal savings, checking and lines of credit accounts.

· Maintained confidentiality of bank records and client information.

I then got promoted to banker to these responsibilities:

•Responsible for managing full-service banking relationships while delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $250k in liquid/investable assets.

• Responsible for generating growth in balances through the sale, marketing, promotion, and referral of products utilizing a proactive and disciplined approach.

• Develop strong relationships with branch teammates through effective and continuous communication and proactively work with business partners (such as Loan Officers, Business Bankers, and Financial Advisors).

• As the main point of contact for the client, my primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new affluent clients by actively soliciting referrals from satisfied clients and developing internal and external referral sources.