Banking Professional
Resume:
Susan George
Newtown Square,
PA, 19073
**********@*****.***
Summary of Qualifications
Possess over 20 years’ experience developing strong and meaningful client relationships; 16 years working exclusively with individuals to address their financial challenges. Superior ability to communicate, empathize with, understand, and service client needs while upholding business goals. Extensive comprehension of how to move people to take action. My skills entail organizing, overseeing, protecting vital client information by following risk management and policy and procedure.
Areas of Expertise
Exceptional time & resource management
Independent thinking
Purposeful and effective communication
Strong teamwork focus
Excellent leadership skills
Client focus
Data mining & analysis
Problem identification, troubleshooting & resolution
Develop and strengthen relationships through service excellence
Professional Experience
WELLS FARGO BANK Springfield, PA
March 2012 onwards Personal Banker
Build client relationships and provide customers with advice and solutions appropriate for their financial needs. Retain customers through service excellence. Promote Wells Fargo by interacting positively using time tested communication skills and presenting financial solutions during life events such as saving for college, buying a home and planning for retirement. Able to navigate multiple computer systems, applications and utilize search tools to find information. Following risk management and policy and procedures to safeguard sensitive client information. Training new associates and being a team player by creating a healthy, safe and positive atmosphere at work.
SAFE Registered
Always in compliance with the Licensing Act of 2008 and all related regulations to assist clients with dwelling secured transactions and also meeting the Loan Originator requirements under Regulation Z.
Wells at Work Advocate
Successfully completed the training to be a Wells at work advocate and worked with employers to provide their employees with personalized financial education, tools, advice and services.
Wells Business Advocate
Successfully completed training and infield assignments to capably deliver exceptional business client experience through proactive outreach as well as proposing appropriate products, services and digital solutions such as credit, merchant services, payroll and small business lending thereby deepening and enhancing relationships with neighboring small businesses.
ROBERT ORMISTON, CPA Drexel Hill, PA
January 2012-February 2012
Administrative Assistant
Assisted with all aspects of administrative management, filing, inventory management, mail operations and general office support. Scheduled and coordinated meetings, interviews, events and other similar activities. Prepared office correspondence and conducted business related research functions.
LOWE’S HOME IMPROVEMENT Fayetteville, NC
December 2010- May 2011
Installed Sales Manager
Successfully managing and overseeing daily operations of installed sales program, including coordinating and scheduling of installations. Trained new employees, resolved customer satisfaction issues, ensured Lead Management system was kept current, secure and processed installer payments within 48 hours. Conducted job-site inspections to ensure quality installations were performed.
Installed Sales Coordinator March 2008- December 2010
Was responsible for implementation and operation of installed sales program including coordinating and scheduling installations, ensured Lead Management system was kept current, resolved customer complaints and ensured jobs and materials were ready for pick-up. Managed installer payables.
Cashier and Customer Service August 2007- March 2008
Managed cash register. Educated customers about storewide sales, promotions and credit offers and successfully directed client behavior. Managed daily close out functions. Effectively managed customer calls. Created and sustained client relationships.
COUNTRYWIDE BANK & FINANCIAL SERVICES Berwyn, PA
March 2005- April 2007
Financial Service Representative
Generated over 100 million in deposit growth for Countrywide Bank and consistently met and exceeded regional goals. Conducted extensive client interviews to identify financial challenges and provided resolutions unique to their situation. Generated qualified referrals for our licensed team through personal contact and the virtual call center. Worked diligently with clients to implement their accounts successfully. Developed a solid client base and conducted regular client financial health checks while communicating effectively with clients to sustain relationships and ensure satisfaction. Participated in formulating marketing strategies. Profiled every customer to uncover financial challenges to create feasible account options within Countrywide’s framework. Trained and mentored new employees.
Education
Bachelor’s in economics Mumbai University
Achievements
Received commendations for fraud alerts
Certificates of excellence for service
Achieved top performing department and store in district and region during tenure in Lowes December 2010- May 2011
Received various commendations for customer service since March 2012
Received commendations for being top performer repeatedly.
References Available on request
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