Relationship Banker Customer Service

HOLLY SAUNDERS

****************@*****.*** 203-***-**** New Haven, CT 06513

Summary

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. Motivated relationship banker enthusiastic about cultivating strong customer and community relationships. Sales expert familiar with bank regulations and best practices. I also have 13+ years as a Highly driven General Manager successful at implementing strategic approaches to drive profitability and sales. Recognized for performance excellence in operations and customer care. Successful at motivating, training and developing team members to drive profitability in highly competitive environment.

Skills

Account Closings

Account Audits

Recordkeeping Requirements

Security Understanding

Money Handling

Customer Service-Oriented

Loss Prevention

Teller Background

Financial Processes Understanding

outlook Proficiency

Excel Proficiency

Account Verification and Reconciliation

Customer Care Experience

Good Work Ethic

Relationship Building

Computer Skills

Team Building

Experience

Citizens Bank Woodbridge, CT

Relationship Banker

06/2020 - 04/2023

Advised customers on bank products, services and financial planning options.

Identified financial needs of customers and presented appropriate product and service options.

Educated customers on options for managing financial transactions by leveraging technology, tools and resources.

Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.

Collaborated with mortgage and wealth management partners to assist customers with specialized needs.

Adhered to strict confidentiality protocols to maintain safety of customer and bank information.

Processed maintenance, operations and correspondence for new and existing accounts.

Opened and serviced accounts within authorized limits.

Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.

Participated in training and mentoring of new associates, assisting with onboarding .

Adhered to bank and legal guidelines for reporting, loan approvals and money handling.

Completed thorough and accurate documentation for money movements, deposits or withdrawals.

Integrated marketing promotions and programs into conversations to educate and inform customers.

VIP of Orange Orange, CT

General Manager

08/2007 - 06/2020

Trained employees on duties, policies and procedures.

Recruited, interviewed and hired qualified staff for open positions.

Created schedules and monitored payroll to remain within budget.

Supervised employees through planning, assignments and direction.

Recruited, trained and empowered employees to achieve key performance indicators.

Administered employee discipline through verbal and written warnings.

Managed inventory levels and conducted corrective action planning to minimize long-term costs.

Guided management and supervisory staff to promote smooth operations.

Conducted employee evaluations to provide adequate feedback and recognize quality performance.

Led employee evaluations with constructive feedback to boost performance.

Complied with company policies and government regulations to prevent and detect rule violations and protect organization from fines and lawsuits.

Prepared staff work schedules and assigned team members to specific duties.

Delegated work to staff, setting priorities and goals.

Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.

Completed thorough opening, closing and shift change functions to maintain operational standards each day.

Forecasted customer demand to set prices or credit terms for goods or services.

Education and Training

Wilbur Cross High School New Haven, CT

General Studies

06/2000

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