Sue Johnson

Stanton

Summary

Banking professional with extensive experience in customer service and relationship management. Demonstrated success in increasing new customer acquisitions and processing loans efficiently. Proficient in banking operations and financial advisory, utilizing Microsoft Office Suite to improve client interactions and contribute to branch performance.

Overview

years of professional experience

Work History

Banking Specialist III

First Bank

02.2024 - 07.2024

Provided personalized banking services to customers, including opening, and closing accounts, processing transactions, and providing financial advice.
Process daily cash transactions ensuring accurate account balance for customers.
Opening new accounts resulting in an increase in new customer acquisitions.
Identified customer’s financial needs and recommended suitable banking products.

Personal Banker

Wells Fargo

04.2007 - 09.2020

Developed and deepens client relationships by providing outstanding customer service following a focused service selling strategy tailored to client preference
Opening and closing accounts.
Proactively seek ways to develop and expand client relationships to contribute to branch success.
Process and close loans through credit administrations.
Partnered with a wide range of professionals, not limited but including Senior Financial Advisors and Home Mortgage Consultants

Education

Business Administration -

CSU-San Bernardino

San Bernardino, CA

05.2004

Skills

Customer Service
Sales
Microsoft Office Suite

Relationship Building
Banking Operations
Financial Advisory

Awards

Top Performer, Circle of Stars, Exceptional Performance and Commitment to Excellence

Timeline