Davey Jones
Carlsbad
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
8
8
years of professional experience
Work History
Senior Personal Banker
PNC Financial Services
10.2023 - 03.2024
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service and building relatioships.
- Build book of business by adding new clients and new money to the bank business and consumer.
- Delivered comprehensive financial advice to clients based on their unique situations, helping them achieve long-term financial success.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Senior Personal Banker
Homestreet Bank
09.2022 - 10.2023
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service for Business and Consumer client.
- Provide a great new account experience by being knowledgeable and building relationships.
- Increased loan portfolio growth by identifying client needs and recommending appropriate financial products.
- Managed high-net-worth clients, ensuring their financial goals were met with tailored banking services.
Personal Banker
Citibank
09.2019 - 07.2022
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
Sales and Marketing Manager
Abigail's Medical Supplies
07.2018 - 09.2019
- Analyzed sales and marketing data for improved strategies.
- Cultivated and maintained strategic alliances with key partners and vendors.
- Managed sales promotions and marketing strategies on major social media sites.
- Leveraged direct marketing, industry partnerships and social media platforms to maximize marketing strategy success.
Sr Personal Banker
California Coast Credit Union
06.2017 - 07.2018
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Maximized revenue through improved sales techniques and branch productivity.
Sr Personal Banker
Wells Fargo & Company
05.2016 - 07.2017
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Maintained friendly and professional customer interactions.
- Executed wire transfers, stop payments and account transfers.
- Established rapport with new clients to increase satisfaction and loyalty.
Education
No Degree - Accounting
Palomar College
San Marcos, CAHigh School Diploma -
Tustin High School
Tustin, CA07.2000
Skills
- Seasoned Personal Banker
- Relationship Builder
- Attention to Detail
- Financial Product Knowledge
Timeline
Senior Personal Banker
PNC Financial Services
10.2023 - 03.2024
Senior Personal Banker
Homestreet Bank
09.2022 - 10.2023
Personal Banker
Citibank
09.2019 - 07.2022
Sales and Marketing Manager
Abigail's Medical Supplies
07.2018 - 09.2019
Sr Personal Banker
California Coast Credit Union
06.2017 - 07.2018
Sr Personal Banker
Wells Fargo & Company
05.2016 - 07.2017
No Degree - Accounting
Palomar College
High School Diploma -
Tustin High School
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