b09f009e-3bcd-4cc2-a8a0-0561bd51f206

Andrew Smith


Phone:

(000) 000-0000

Email:

[email protected]

Address:

287 Custer Street, Hopewell, PA 00000

Professional Summary

Within two years of being an employee of Bank of America, I have experience with 10+ financial institutions within my market, giving me the ability to adapt to all kinds of surroundings. I am extremely friendly, approachable, and great with my clients; I strive to help them and guide them with their financial needs and goals. Listening to and showing my clients solutions to issues that will help them is my top priority in making sure their experience is of the highest degree. I offer willingness to accept new challenges while executing all correct policies and procedures. I add excitement, fun, and professionalism to any institution placed in.  

Employment history

Apr. 2018 – Present
East Armando, Pennsylvania
Relationship Banker, Fahey Inc

  • Receive payment by cash, check, credit cards, or automatic debits
  • Issue receipts, refunds, credits, or change due to customers
  • Assist customers by providing information and resolving their complaint
  • Answer customers’ questions, and provide information on procedures or policies
  • Sort, count, and wrap currency and coins
  • Open, service, and close client’s checking, savings, and credit accounts
  • Educate clients on bank products and benefits 
  • Experience with 3+ Bank of America financial institutions as a Relationship Banker

Feb. 2017 – Apr. 2017
South Claudstad, Louisiana
Client Service Representative, Swift-Spinka

  • Receive payment by cash, check, credit cards, or automatic debits
  • Process deposits, cash checks, issue cashier checks, and cash handling 
  • Assist customers by providing information and resolving their complaints
  • Count money in cash drawer at the beginning and end of shift to ensure that amounts are correct
  • Buy and sell money to and from vault
  • Assist in closing operations
  • Direct client contact
  • Experience with 10+ Bank of America financial institutions as a Client Service Representative

Dec. 2015 – Mar. 2016
Robertsfurt, Montana
Bakery/Deli Clerk, Bins Inc

  • Wrap, weigh, label and price cuts of meat
  • Prepare and place meats and products in display counter, so they will appear attractive and catch the shopper’s eye
  • Prepare special cuts of meat ordered by customers
  • Receive, inspect, and store meat upon delivery, to ensure meat quality
  • Check the quality of raw materials to ensure that standards and specifications are met
  • Cook food or prepare food items, such as sandwiches, salads, and fried foods, using standard formulas, following directions, or by customer orders
  • Wrap menu item such as sandwiches, hot entrees, and desserts for serving or for takeout
  • Replenish foods at serving stations
  • Clean work and prep area to ensure no cross contamination or spoilage

Oct. 2012 – Aug. 2013
South Pamelia, Vermont
Courtesy Clerk, Little-Cassin

  • Confer with customers by telephone or in person to provide information about products or services
  • Bag grocery items
  • Clean spills, restrooms, and service counters
  • Place “go-back” items into correct isle/place
  • Perform price checks, inventory/supply restocking, and assistance to customers vehicles if need be

Education

Present
GED: Theology

  • Hammes College – North Lajuanamouth, South Dakota

Nov. 2013
High School Diploma

  • North Michigan Institute – New Yuki, Georgia

Skills

Professionalism
Experienced

Courteous
Expert

Quick learning
Experienced

Client interactions
Expert

Adaptability
Experienced

Accepting of challenges
Experienced

Product knowledge
Experienced

relationship banker

  • Evaluate financial reports and find ways to grow and maintain existing clients.
  • P&L responsibility

relationship banker

  • Establish and deepen relationships with individual or business customers and up sell banking products and solutions.
  • Process loan and deposit account applications.
  • Deliver outstanding customer service 
  • Plan, direct, or coordinate the events to create networking session for clients to be able to meet with different stakeholders within Standard Bank and also for them t network with each other so that they are able to leverage from each other.

relationship banker/small business specialist/manager on duty

  • Sell the banks products and services after determining what is right for the client.
  • Establish, build and retain relationships and trust with individual or business clients or provide assistance with problems these clients may encounter.
  • Deliver best practices for performance optimization.
  • Contact and interview new and existing clients to determine what products would fit their needs.
  • Supervise others as Manager on Duty when manager is not present.
  • Handle client complaints and take appropriate action to resolve them.
  • Comply with all operations and controls of the institution.

relationship banker

  • Support the Relationship Manager and Assistant Relationship Manager in managing commercial portfolios
  • Provide assistance to customers is across all areas of personal and business day to day banking needs
  • Update and maintain accurate customer records and ensuring the Banks compliance requirements are adhered to
  • Regularly have needs based conversations with customers and provide recommendation that meet those needs.

relationship banker

  • proactively contacted costumers to discover their personal and financial needs.
  • responsible for meeting with at least 20 costumers a day and  having minimum 3 present appointments a day.
  • Consistently exceed monthly and quarterly sales objectives.
  • Maximized the depth of client relationship by partnering with lending advisors.
  • Created strategies to strength client retention and expand wealth management portfolio .
  • Managed client accounts and provided personalized financial counseling.
  • Coached team if tellers to support new costumers referrals for the bank.

relationship banker

  • Performed opening and closing security procedures.
  • Monitor cash position daily
  • Audit vault and negotiable items, sales production, ATM Balancing, and daily operations.
  • Supervised and trained employees.

relationship banker

  • Assist customers by providing information and resolving their complaint
  • Open, service, and close client’s checking, savings, and credit accounts
  • Educate clients on bank products and benefits 
  • Experience with 3+ Bank of America financial institutions as a Relationship Banker

relationship banker

  • Engaging customers in conversations, listening to them, and proactively helping to meet their financial needs.
  • Following policies and procedures to minimize risk
  • handling complex transactions across multiple systems
  • Educate, and connect customers to technology
  • Cash handling, balance vault, ATM’s 
  • Open accounts, credit cards 
  • identify potential fraud/risky accounts and take appropriate action to prevent loss

relationship banker

  • Assess the needs of customers and offer them banking services that meet their financial needs
  • Explain to customers the different types of products and service options that are available.
  • Reach out to prospective retail banking customers and establish business relationships.
  • Evaluate customers’ financial needs, provide banking solutions and refer them to the appropriate branch officers as needed

relationship banker

  • Uncover opportunities and introducing partners of the branch for Business Banking, Wealth Management, and Mortgage 
  • Responsible for households less than $250,000 
  • Educate clients and convert non-investment households
  • Solicit sales of new or additional services or products for consumers and small business
  • Build and deepen relationships with individual or business customers by implementing a regular follow up process

relationship banker

  • Processed banking transactions such as check cashing, deposits, and transfers
  • Opened and closed checking and saving accounts
  • Created official checks, and money orders
  • Ran daily reports morning and evening
  • Assisted in opening and closing bank 

relationship banker

  • Managing business and consumer accounts
  • Monthly sales goals including new DDA’s, MMA’s, HELOC’s, loans/lines and credit cards
  • Following up on referrals set by our teller line 
  • Monthly compliance training courses
  • Reporting to my branch center manager on progression of goals