Relationship Banker Brewster Resume
5.00/5 (Submit Your Rating)
NY
SUMMARY:
- To obtain a position where I can use my knowledge and strengths to help others achieve goals as well as myself.
PROFESSIONAL EXPERIENCE:
Confidential, NY
Relationship Banker Brewster
Responsibilities:- Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs and tailor product and service recommendations.
- Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.
- Partnering with Specialists (Financial Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs.
- Adhering to policies, procedures and regulatory banking requirements.
Confidential, Elmsford, NY
Personal Banker/Business Banker/Manager
Responsibilities:- Primary goal is to acquire, retain and deepen customer relationships.
- Proactively meet with customers face to face and over the phone to discover their financial needs and provide product and service recommendations.
- Partner with specialists (such as Loan Officers and Financial Advisors), to ensure our customers get access to experts who can help them with specialized financial needs.
- Take a lead role in creating an outstanding customer experience by resolving customer service issues, opening new accounts, offering convenience services, and helping the Branch meet sales objectives contributing to the success of the firm.
- Responsible for generating growth in balances through the sale, marketing, promotion and referral of products utilizing a proactive and disciplined approach
- Prospect for business opportunities in the branch, and retain and grow Premier Business customers. Additionally, answer questions and help other Bankers with business questions and in identifying new business opportunities.
- Manage an assigned portfolio of customers and proactively meet with them.
Confidential, New York, NY
General Manager
Responsibilities:- Execute sales models and strategies to achieve goals.
- Develop and implemented employee performance evaluations and improvement plans.
- Resolve customer issues or complaints by determining optimal solutions.
- Analyze club’s financial data, controlled costs, and ensured appropriate inventory Management to achieve sales and profit goals.
- Achieve customer satisfaction standards by maximizing the member’s experience.
- Communicate, execute, and manage marketing programs to achieve key initiatives and meet specific monthly And annual sales and profit goals.
- Evaluate current club programs and systems for improvement and innovation opportunities.
- Conduct regular meetings and communicate business plans.
- Monitor financial company metrics in order to reach and or maintain specific targets.
- Manage club revenue, including cash handling, deposit reconciliation, and delivery of deposits to bank.
