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Customer Service Personal Banker

Location:
Carrollton, TX
Posted:
April 08, 2024

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Resume:

SAMIA AHMED

**** ****** ***** **********, ** ****0 ad4upq@r.postjobfree.com 214-***-****

OBJECTIVE

To obtain a position where I can deliver customer-centric service while protecting the integrity of the organization.

SKILLS & ABILITIES

Personal: Knowledge of Product, Patience, Goal Oriented Focus, Time Management, Willingness to Learn, Ability to Close, Positive Language, Visual Merchandizing, Inventory Management

Technical: Microsoft Word, Microsoft Excel, Microsoft Outlook, TellerPlus, Bancline, Proficiency with 10 key

RELEVANT EXPERIENCE

PERSONAL BANKER II BBVA USA

2020-2021

Achievements

Meet or exceed monthly goals 95% of the time

Trained in Salesforce Platform

Responsibilities

Create new business strategies to promote bank services each month.

Motivate team members with positive attitude and energy to close sales.

Bring in new households and increase relationship of existing households.

Cross-sell bank services when assisting customers with non-bank transactions including cashing checks.

Listen to learn about opportunities for deposits or credit.

Uphold regulations, policies and procedures and continued education.

Manage a Teller Line with cash or check deposits.

Open new checking, savings and debit cards consumer

Reconciliation of the daily branch balance sheet.

RETAIL BANKER 3 WOODFOREST NATIONAL BANK

2003-2016

Achievements

1 in 12 close ratio for new households

1 of 5 close ratio for upsells

Meet or exceed monthly goals 95% of the time

Trained in 8 new employees

Increases Sales Revenue 5% year over year with a 6 member team consistently

Responsibilities

Create new business strategies to promote bank services each month.

Motivate team members with positive attitude and energy to close sales.

Bring in new households and increase relationship of existing households.

Cross-sell bank services when assisting customers with non-bank transactions including Western Union money transfer or cashing checks.

Listen to learn about opportunities for deposits or credit.

Uphold regulations, policies and procedures and continued education.

Manage a Teller Line with cash or check deposits.

Open new checking, savings, debit cards consumer and commercial customers

Reconciliation of the daily branch balance sheet.

Review Overdrawn Accounts each morning to override payment within set guidelines.

Provide Training for and acclimate new employees to the organization and branch office.

SALES ASSOCIATE FOLEY’S

2002-2003

Provide high-quality customer service and optimize purchasing and payment process for the customer.

Organize and maintain store displays to highlight seasonal new arrivals and seasonal promotions.

Facilitate inventory and stock management with Department Manager.

DRESS BARN CO-MANAGER

2001-2002

Provide high-quality customer service and optimize purchasing and payment process for the customers.

Serve as a consultant for women’s fashion to enhance service and satisfaction.

Organize and maintain store displays to highlight seasonal new arrivals and seasonal promotions.

Facilitate inventory and stock management with Co-Manager.

Provide Training for new employees.

MOTHERHOOD MATERNITY STORE-MANAGER

2000-2001

Provide high-quality customer service and optimize purchasing and payment process for the customers.

Serve as a consultant for maternity fashion to enhance service and satisfaction.

Organize and maintain store displays to highlight seasonal new arrivals and seasonal promotions.

Facilitate inventory and stock management.

Hire and train new employees.

Maintain scheduling for FTEs and PTEs.

J.C. PENNEY MERCHANDISING ASSISTANT

1997-2000

Provide high-quality customer service and optimize purchasing and payment process for the customers.

EDUCATION

DHAKA CITY COLLEGE, DHAKA, BANGLADESH

ASSOCIATES IN ACCOUNTING

REFERENCES

Torin Wallace, 940-***-****

FINANCIAL CONSULTANT, TIAA BANK



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