Mary Lake
Onoway ,AB
Summary
Dynamic and attentive Personal Banking Specialist specializes in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
12
12
years of professional experience
Work History
Personal Banking Specialist
ATB
07.2013 - Current
- Backed up teller team by handling needs of new and existing customers at main counter.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Explained account terms and conditions to customers.
- Maintained up-to-date knowledge of banking regulations, policies, procedures, ensuring accurate information dissemination to clients at all times.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Implemented comprehensive risk management strategies, ensuring optimal protection of client assets and minimizing potential losses.
- Greeted customers and delivered information about new account processes.
- Collaborated with team members to achieve monthly sales targets consistently, contributing to overall branch success.
- Cultivated productive partnerships with other departments within the bank to provide seamless integrated service delivery for clients across multiple areas of need.
- Cross-sold bank products and services to meet customer needs and provide options.
- Provided exceptional customer service, resulting in increased customer retention rates and positive feedback from clients.
- Presented new and additional products and services to existing customers.
- Maintained customer records and updated account information.
- Followed up with customers to gather feedback and provide additional assistance.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Developed strong relationships with clients by conducting regular follow-ups and providing ongoing support with all banking needs.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Verified customer identity and reviewed documentation for accuracy.
- Handled high volumes of cash transactions accurately and efficiently while adhering to strict security protocols.
- Participated in community outreach initiatives promoting financial literacy and awareness among local residents.
- Mentored junior team members, sharing expertise and best practices to foster a supportive and high-performing work environment.
- Educated clients on various investment options, enabling them to make informed financial decisions that aligned with their goals.
- Self-motivated, with a strong sense of personal responsibility.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Excellent communication skills, both verbal and written.
- Participated in team projects, demonstrating an ability to work collaboratively and effectively.
- Learned and adapted quickly to new technology and software applications.
- Proven ability to learn quickly and adapt to new situations.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Store Clerk
Salvation Army
01.2012 - 02.2013
- Issued detailed receipts to every paying customer as proof of purchase and to avoid discrepancies.
- Learned duties for various positions and provided backup at key times.
- Used POS system to enter orders, process payments and issue receipts.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Worked with floor team and managers to meet wide range of customer needs.
- Provided backroom support by organizing incoming shipments, tagging merchandise correctly, and restocking shelves as needed.
Education
High School Diploma -
Barrhead Composite High School
Barrhead, AB06.1996
Skills
- Relationship Building
- Upselling
- Teller Support
- Financial Advising
- Branch operation
- Client Relationship Management
- Regulatory Compliance
- Financial product knowledge
- Positive Attitude
- Customer Service
- Banking operations knowledge
- Sales strategy
Languages
English
Professional Working
Timeline
Personal Banking Specialist
ATB
07.2013 - Current
Store Clerk
Salvation Army
01.2012 - 02.2013
High School Diploma -
Barrhead Composite High School
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