Ryan Boozer
Mountain View,CA
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales and operation targets. Well-versed in industry regulations and asset protection strategies.
Overview
6
6
years of professional experience
Work History
PBCS Banker
First Republic Bank
06.2022 - Current
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Evaluated client financial positions and identified most appropriate banking products.
- Collaborated with other departments to confirm compliance with banking procedures and regulations.
- Developed and implemented strategies to reduce risk and increase efficiency.
- Executed wire transfers, stop payments and account transfers.
- Worked effectively in fast-paced environments
Call Center Representative
Star One Credit Union
03.2021 - Current
- Provided primary customer support to internal and external customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Recommended products to customers, thoroughly explaining details.
Personal Banker
Wells Fargo
04.2019 - 03.2021
- Established rapport with new clients to increase satisfaction and loyalty.
- Promoted all financial products by maintaining excellent service offering knowledge.
- Expanded client base by promoting new financial products.
Teller
Wells Fargo
06.2018 - 04.2019
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Promoted products or services to each customer to consistently achieve sales targets.
- Maintained teller drawer to perform bank transactions.
Education
Business Administration
San Jose City College
San Jose, CA08.2018
Skills
- Relationship building and management
- Meticulously detail-oriented
- Team Leadership
- Building Customized Solutions
- Reviewing Documents
- Account servicing
- Written and verbal communication
Timeline
PBCS Banker
First Republic Bank
06.2022 - Current
Call Center Representative
Star One Credit Union
03.2021 - Current
Personal Banker
Wells Fargo
04.2019 - 03.2021
Teller
Wells Fargo
06.2018 - 04.2019
Business Administration
San Jose City College
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