Customer Service Personal Banker

Rebecca A. Brown

Long Beach, New York ***** ● 516-***-****

**************@*****.***

SUMMARY

Extensive banking experience in client services, Strong interpersonal skills assuring client satisfaction and responsiveness. Able to identify the needs of clients, prioritize and manage time effectively while providing

exceptional personalize service. Diverse skill set that includes MS Word/EXCEL, MS/GOOGLE Teams and Zoom.

EXPERIENCE

Personal Banker 2016-2019

J.P. Morgan-Chase - Long Beach, NY

Built client relationships, Delivered client solutions in account generation and servicing.

Leveraged functional and business knowledge. Utilized referral program to Business partners and drove results.

Provided high level customer service. Drove branch credit card applications 15% over goal. Landed Disney trip for branch staff of 15.

Personal Banker 2001-2015

Citibank, NA-Long Beach, NY

Established and maintained client accounts, Home Equity Lines of Credit and Loans, Mortgages, and Investments.

Provided sales and operational support.

Trained new employees and monitored success.

Achieved recognition as top sales performer

Sales Manager 1998-2001

European American Bank - Long Beach, NY

Managed and supervised sales team of Account Representatives.

Trained sales team to achieve all sales targets utilizing bank sales tools and provided viable solutions to clients.

Achieved all required Balance Performance Measures for sales for unit.

Received Division Sales Award for most Simplified Issued Life Insurance sold.

Operations Manager

European American Bank - Long Beach, NY 1995-1998

Effectively managed human resources issues including payroll and hiring.

Prepared weekly and quarterly operations reports.

Monitored work and prepared staff schedules.

Managed all banking operations and dealt with customer service issues.

Performed internal audits to ensure efficient banking operations.

ACCOMPLISHMENTS

Awarded Top Division Sales & High-Performance Insurance Awards

Licensed Personal Banker, Life/Accident & Health Agent, Series 6 & 63

Variable Life/Variable Annuities

Long Beach Chamber of Commerce Employee of the Year Award

Notary Public

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