Business administration

Farrell Geary

*** *** ****** **. ********, AL ***71 • 251-***-**** • ************@*****.***

Skills

Customer Service • Relationship Management • Data Entry • Microsoft Suite Sales • Quickbooks • Credit Analysis • Sales

Experience

February 2020 - August 2020

Hancock Whitney Bank, AL- Multi Service Banker

● Built, maintained, and grew client relationships through quality, personalized client interactions based on 5-star customer service.

● Handled client transactional needs such as processing deposits, withdrawals, check cashing,money orders, and other forms of negotiable items.

● Handled client servicing requests for rates, service charge clarity, and account maintenance.

● Promoted products or services to each customer to consistently achieve sales targets. November 2017 - August 2019

New Horizons Credit Union, AL - Teller/Loan Officer

● Provided customers with a high level of service, privacy and confidentiality, and friendly, welcoming attitude.

● Handled all transactional services, including bank deposits, monetary withdrawals, financial transfers, etc.

● Identified sales opportunities and referred customers to branch partners in financial services.

● Opened or closed customer accounts and provided account maintenance for customers.

● Obtained, verified, and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.

● Filed completed loan applications with underwriting and made approval or denial recommendations. May 2014 - May 2017

Bluewater Yacht Sales, AL- Receptionist

● Greeted and assisted each customer while providing high quality customer service.

● Answered incoming calls and handled caller’s inquiries using a multi-line phone system.

● Posted journal entries, wrote checks, and reconciled bank statements using QuickBooks.

● Assisted the office manager with basic bookkeeping duties such as recording transactions in Quickbooks and posting them to various accounts, and reconciling reports to third-party records such as bank statements.

● Recommended the best product based on the customers wants and needs when the sales team was not available.

● Assisted sales team with basic clerical duties.

Education

August 2011 - July 2017

The University Of South Alabama, Mobile AL

- Bachelor of Science- Business Management

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