career profile

skilled professional with expertise within financial institutions and other fast-paced establishments. deliver top-notch client relations accompanied by quick problem identification and resolution capabilities. passionate professional with a desire to provide greater efficiency and productivity through teambuilding and leadership. technical competencies include excel, outlook, and microsoft word.

career history

 

teller/personal banker/ representative/trainer - umb bank, collinsville, il, 6/1999 to 10/2008

         examined checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.

         acquired life and health insurance licensure resulting in the sale of fixed annuities, term insurance, and other investments leading to the financial growth for clients.

         analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives through alternative investments.

         explained and documented for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.

         interviewed persons desiring to open bank accounts and explained banking services available to prospective customers and assist them in preparing application form.

         enhanced the professional development of newly hired associates, managers, and assistant managers in all the standard procedures and products, account, and promotional activities.

         audited safe boxes and handled fraud cases with integrity and confidentiality.

significant accomplishments

ø  successfully met branch sales objectives on a consistent basis.

ø  selected as the top sales associate for fiscal years 2005 through 2008.

ø  skilled in the cross sell of bank products, achieved the highest ratio for cross selling for 2 years.

 

assistant manager - bank of ofallon, ofallon, il, 6/1995 to date

         directed the professional success of 8 associates as assistant manager.

         quickly promoted from teller to assistant manager based on leadership and business acumen.

         accurately balanced teller drawers and verified contents of teller drawers, atms, and vault.

         provided stellar customer service to clients and secured repeat business and customer loyalty.

significant accomplishments

ø  directly reported to the manager and collaborated with manager on ways to increase efficiency.

ø  stood as interim manager upon his absence.

ø  generated timely and accurate weekly and monthly reports and schedules as needed.

 

manager - mcdonald s restaurant, belleville, il

         prepared money for deposit and monitored budgets and payroll records, and reviewed financial transactions to ensure that expenditures are authorized and budgeted.

         scheduled staff hours and assigned duties to 15+ staff members.

         organized and directed worker training programs, resolved personnel problems, hired new staff, and evaluated employee performance.

significant accomplishments

ø  successfully investigated and resolved complaints regarding food quality, service, or accommodations.

ø  consistently reviewed work procedures and operational problems to determine ways to improve service, performance, or safety.

education

belleville area college, belleville, il, major: accounting & finance