Customer Service Personal Banker
Resume:
MC
Marquise Clayborn
Professional Summary
Organized financial professional aiming to fulfill Personal Banker role within dynamic team. Driven to bring value through extended knowledge of financial products, services and branch operations. Specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Work History
Wells Fargo - Personal Banker
Milwaukee, WI
12/2023 - Current
BMO Harris Bank - Senior Relationship Banker
Milwaukee, WI
11/2021 - 12/2023
Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
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Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
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Boosted sales of bank products through effective cross-selling and up- selling techniques.
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Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
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Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
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Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
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Continuously monitored economic news sources affecting industries served by our clientele allowing us tailor our recommendations accordingly.
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Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
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********.********@*******.***
Wauwatosa, WI 53222
Skills
● Customer Service
● Attention to Detail
● Relationship Building
● Banking Policies and Procedures
● Account Maintenance
● MS Excel
● Financial advisement
● Fraud prevention
● Cross-Selling and Upselling
● Issues Resolution
● Client Relationship Management
● Branch operations
Education
New School For Community Service
Milwaukee, WI
High School Diploma
GPA: 4.0
● Awarded Honor Roll
Sprint - Retail Sales Manager
Milwaukee, WI
10/2014 - 11/2021
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
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Increased daily sales by 27% by upselling banking products and financial services to customers.
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Managed store budget effectively, ensuring expenses stayed within predetermined limits while maintaining a high level of customer satisfaction.
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Addressed customer complaints professionally and efficiently, resulting in satisfied customers who continued to patronize the store.
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Negotiated favorable pricing terms with vendors while maintaining positive relationships, allowing for better profit margins without sacrificing quality.
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Developed sales incentives that motivated team members to reach their full potential, resulting in higher overall performance for the store.
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Maintained a clean and organized storefront at all times by enforcing strict housekeeping standards across the entire team.
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Conducted regular staff meetings to discuss goals, progress toward targets, and areas needing improvement or focus for the entire team.
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References
Available upon request.
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