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Personal Banker Resume

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Charlotte, NC

SUMMARY

To obtain a position within the marketing/finance field that will enable me to develop and grow through hard work while implementing my team player values & notable communication skills

EDUCATION

Bachelor of Science and Business Administration with a major in Marketing
Studied Business Administration

EXPERIENCE

Confidential, (April - August 2011)
Government and Schools Specialist

  • Maintained current accounts that were established prior to my arrival by providing excellent customer service while growing the business relationship
  • Performed Floor demos to show how our product was superior to the one they were currently using
  • Showed the customers actually how our product work by doing a table top demo while providing the benefits and advantages
  • Answered any questions that clients or potential clients had in regards to floor care, green sealed certified products, hand hygiene programs, chemical ingredients and how to use them.
  • Fulfilled the role of a sales consultant to help customers save money any area whether it be paper products, chemicals, floor finish & stripper
  • Developed strong and enduring business relationships in extremely short amount of time that lead to increased trust and more opportunities for business
  • Executed daily sales calls which involved setting at least 2 appointments a day while making cold calls for new business
  • Operated a large sales territory by making cell phone calls and visiting all of the accounts that ranged from South Charlotte all the way to Cheraw, South Carolina

Confidential, (2009-2010) Greensboro, NC
Credit Manager

  • Trained and progressed new employees to the changing work environment
  • Established and sustained strong customer relationships through extensive outbound calling
  • Provided recommendations to employees & management about a deal being foreseeable based upon customers assets compared to their liabilities
  • Evaluated all facets of loans including strengths and weaknesses for customer, closing costs, rates, compliance, balances, and insurance.
  • Held accountable for ensuring that loans were processed efficiently from start to finish which consisted of taking an accurate application, supporting underwriting, and investigating the appraisal
  • In control of analyzing and fulfilling income verification, asset allocation, and tax returns
  • Ensured customer that my role was to put them in a better financial position and find strategies to eliminate debt

Personal Banker

  • Became an effective listener when speaking with customers to better understand their needs
  • Exceeded customers expectations about customer service by addressing present issues along with future ones
  • Executed versatile sales strategies and showed employees other strategies if one was not working
  • Formed and supported enduring customer relationships by analyzing the customer's needs and providing the best feedback
  • Dropped in on local businesses to provide advice to save them money and make their organization run smarter rather than harder
  • Inspected accounts that were over withdrawing and put in steps to prevent any negative outcomes
  • Adopted all aspects and knowledge of retail banking including mortgages, partner referrals, secured and unsecured loans, and insurance
  • Gained customer loyalty and trust by meeting their financial needs

Confidential, (2002-2009) Greensboro, NC
Mechanic Assistant & Store Manager

  • Assisted customers with automobile maintenance
  • Gained an understanding of the core components of running a successful business
  • Started from the bottom and worked my way to a several pay increases to finally a management position
  • Juggled high school, college summer classes, 40 plus hours a week, and training for lacrosse

Confidential, (2008 - 2009) Boone, NC
Student Employee

  • Assisted and attended events as well as accommodated various guest, such as board members, wedding parties, and distinguished donors
  • Learned to communicate effectively with guests of all ages and effectively train new employees
  • Designed, prepared, and set up for events while managing an academic schedule

LEADERSHIP

Confidential, (2007-2008) Boone, NC
Commander

  • Presented monthly reports to National Sigma Nu Headquarters
  • Promoted positive public relations among the school and the organization
  • Communicated with alumni by organizing a social group and sending an informational monthly newsletter

Confidential, Men's Lacrosse (2004-2006)
Banner Elk, NC

  • Served as a varsity member for the men's team while learning to incorporate the knowledge and skills I have learned from being a team member to future goals
  • Appreciated the value of sportsmanship, discipline, commitment and leadership on the field and in the classroom
  • Developed meaningful and lasting relationships, learned to understand personal character, integrity, and teamwork

American Marketing Association Boone, NC

  • Attended monthly meetings where speakers from companies or with experiences would enlighten us with information about new marketing developments
  • Assisted the AMA philanthropy event which raised money for The Make-A- Wish Foundation

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