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Customer Service Relationship Banker

Location:
Chandler, AZ
Posted:
December 21, 2024

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Resume:

Trajan Thompson

Phoenix, AZ *****

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

+1-602-***-****

To obtain a position within the team that allows me to fully utilize my customer service and strong work ethic background while challenging me in this new area of the business. Work Experience

Relationship Banker II

VANTAGE WEST CREDIT UNION-Gilbert, AZ

January 2024 to Present

• Maintain strong customer service skills and professional etiquette

• Utilized communication skills to explain disclosures, regulations and other policies and Worked with team to meet and exceed sales quotas as well as comply with company and regulatory policies

• Executed set tasks and game plans set to achieve goals

• Introduced new outlines and procedures for the benefit of the company

• Ran employee huddles and meetings

• Created logistic and corporate guidelines

• Coached fellow employees on performance and goals

• Updated financial reports and corrected all erros that were found Produce Manager

Safeway-Phoenix, AZ

June 2021 to October 2023

Teamwork, customer services. Organized, labor, products placement, work ethic Skilled Laborer

Utility Construction Co

February 2020 to February 2021

• Properly complete projects in a timely and correct manner

• Maintain a professional appearance and work ethic

• Execute motivation and teamwork

• Apply my set skills to get the job done correctly

• Go above and beyond my assignments

• Use my customer service background when communicating with Project Managers and Foreman etc

• Be early to assigned job site each day with a positive attitude

• Operate needed machinery for set job and tasks

Sales Producer

Farmers Insurance

September 2018 to October 2019

• Properly apply tools given to me for my clients

• Maintain a professional appearance and work ethic

• Assist and educate new trainees with procedures

• Complete all types of sales calls

• Provide expert customer service and integrity with clients

• Follow guidelines for company rules and state regulations

• Completed Financial reports including cost and profits for the branch

• Handled Logistics in regards to material and supplies

• Alert and motivated each day

Manager/Banker

Wells Fargo Bank

June 2010 to February 2016

• Acted as direct supervisor of teller line to ensure customer service and sales quotas are met

• Coached and developed team members' skills in sales, customer service, and compliance

• Consistently earned payout and coached team to platinum wow performance

• Worked to ensure all bank policies, compliance requirements and duties were completed as required

• Hired and trained new tellers

• Ran branch huddles and completed timely check ins

• Handled and secured sensitive materials

• Implemented new and current policies and procedures

• Organized logistics for new and upcoming materials Personal Banker

US Bank

October 2007 to June 2010

• Maintain strong customer service skills and professional etiquette

• Utilized communication skills to explain disclosures, regulations and other policies and Worked with team to meet and exceed sales quotas as well as comply with company and regulatory policies

• Executed set tasks and game plans set to achieve goals

• Introduced new outlines and procedures for the benefit of the company

• Ran employee huddles and meetings

• Created logistic and corporate guidelines

• Coached fellow employees on performance and goals

• Updated financial reports and corrected all erros that were found Soldier

US Army-Texas

February 2004 to August 2008

Feb 2004-August 2008

• Complied with all regulations and standards of the US Army

• Ensured military equipment was accounted for and delivered in a timely fashion in Warehouse environment with deadlines

• Maintained positive military bearing and professionalism a

• Used strong clerical skills to file and organize documentation and inventory as well as forklift, pallet jack, rotator, shipment lines

• Used my customer service skill and background to address battle missions to fellow troops

• Handled Logistics for supplies and materials needed for each mission

• Created spread sheets of inventory for Unit

Education

Trade school

Central High School

2004

Skills

• Construction Experience

• Pest Control

• Banking

• Financial Report Writing

• Logistics

• Customer service

• Banking

• Sales

• Clerical experience

• Financial report writing

• Insurance sales

• Financial services

• Lending

• Organizational skills

• Time management

• Microsoft Excel

• Supervising experience

• Business development

• Team management

Military Service

Branch: United States Army

Rank: E-4

Certifications and Licenses

Certified Notary Public

Additional Information

608 HVAC certified



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