Sharon Rohl
Motley
Summary
Dynamic Personal Banker with proven success at First International Bank and Trust, excelling in relationship building and customer satisfaction. Leveraged strong interpersonal skills to enhance client trust and cross-sell tailored financial products, resulting in improved service delivery and client retention. Committed to compliance and operational excellence in banking transactions.
Overview
21
21
years of professional experience
Work History
Personal Banker
First International Bank and Trust
06.2023 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
Receptionist/ New Accounts Auditor
Brainerd BN Credit Union
09.2005 - 06.2023
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Kept reception area clean and neat to give visitors positive first impression.
- Resolved customer problems and complaints.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Responded to inquiries from callers seeking information.
- Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
Personal Banker
Black Ridge Bank
04.2004 - 09.2005
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Cross-sold bank products and services to meet customer needs and provide options.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Education
Associate of Applied Science - Retail Floriculture
Brainerd Technical College
Brainerd, MN 5640105-1992
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
- Fraud prevention
- Attention to detail
- Interpersonal skills
- Banking policies and procedures
- Transaction processing
- Cross-selling products
- Professional appearance
Timeline
Personal Banker
First International Bank and Trust
06.2023 - Current
Receptionist/ New Accounts Auditor
Brainerd BN Credit Union
09.2005 - 06.2023
Personal Banker
Black Ridge Bank
04.2004 - 09.2005
Associate of Applied Science - Retail Floriculture
Brainerd Technical College
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