Bio
Experience
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Bank USA, N.A.
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Lees Summit, MO and Independence, MO
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Personal Banking Officer
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Mar 2003 - Feb 2013
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Lees Summit, MO and Independence, MO
Develop new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and processing customer/account information and selling bank deposit and loan products and services. Actively refers clients for brokerage products to Financial Specialist or the appropriate Financial Consultant. Responsibilities may include consumer loan originating and closing, account opening, safe deposit transactions, and branch opening/closing procedures. Refers other U.S. Bank products to the appropriate areas. Handles complex customer service issues in absence of or as directed by branch manager. Converts service opportunities into sales events.
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking”
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