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Relationship Banker
Professional profile
Built relationships with clients, identified financial needs, and connected customers with appropriate banking products, services, and specialists.. Supported account opening and servicing, digital banking needs, and issue resolution while following identity-verification, security, and compliance procedures.. Partnered with branch teammates to deliver a consistent customer experience and support service and sales goals.
Supported store profit, sales, performance, and operational goals while helping maintain quality and policy compliance.. Led day-to-day eyeglass department operations and reinforced a strong customer-service culture among associates.. Supervised and motivated opticians and sales associates, supported staffing needs, and communicated store reporting to leadership.. Ensured promotions, advertising, and visual merchandising were current and understood by associates and doctors.
Handled teller and cash-management responsibilities while assisting customers with everyday banking needs.. Opened and serviced consumer and business accounts and supported cashier’s checks, credit card applications, and auto loan applications.. Provided personalized service, resolved account questions, and connected customers with appropriate banking solutions.
Supported patient billing and insurance questions with a focus on accuracy and customer service.. Scheduled appointments, completed patient registration, and maintained accurate demographic and account information.. Checked patients in and out while coordinating front-office needs in a healthcare environment.
Supported project managers with material ordering, project billing, inventory management, supplier RMAs, and material sourcing.. Coordinated with customers, vendors, buyers, and suppliers to resolve issues and keep project materials on schedule.. Managed interview scheduling, employee certification tracking, department training records, meeting scheduling, meeting minutes, and compliance notifications.. Supported the PowerCore Mitigation project and arranged department logistics, including supplier setup and catering.