Annalise Askew
Chicago
Summary
Experienced in financial services with a strong background in sales and customer relationships. Skilled at understanding client needs, recommending appropriate financial products, and meeting performance goals. Known for building trust, identifying opportunities, and following banking regulations. Looking to bring this experience into a banking role and help clients reach their financial goals.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
Work History
Driver
Uber/Lyft
01.2023 - Current
- Provided excellent service to 50+ passengers weekly, ensuring safe and comfortable rides
- Maintained a 4.8+ rating through clear communication and professionalism
- Tracked daily earnings, expenses, and mileage with strong attention to detail
- Handled payments accurately and maintained reliable transaction records
- Met performance targets for customer satisfaction and ride completion
Senior Bank Teller/Financial Sales Representative
Marquette Bank
02.2022 - 12.2025
- Promoted and sold financial products, including savings accounts, loans, insurance, and retirement plans.
- Provided consultations with personalized financial advice tailored to client needs.
- Maintained ongoing client relationships.
- Achieved monthly and quarterly goals consistently.
- Collaborated with internal teams to ensure smooth service delivery.
- Resolved customer inquiries and complaints.
- Provided guidance to customers regarding online banking services.
- US
Bank Teller
US Employees Credit Union
02.2019 - 02.2022
- Supervised and mentored tellers, providing training and guidance as necessary.
- Handled complex customer transactions and resolved inquiries or complaints efficiently.
- Maintained and balanced cash drawer, addressing discrepancies promptly.
- Ensured compliance with regulatory guidelines, bank policies, and security procedures.
- Identified opportunities for process improvement within teller line and recommended enhancements.
- Prepared daily reports on transactions, balances, and compliance issues.
- Accurately recorded all transactions in bank's system and aided in audits as required.
- US
Education
A.S - Biology
Olive Harvey College
08.2023 - 03.2026
High School Diploma -
Kenwood Academy
Chicago, IL 09.2012 - 05.2016
Skills
- Cash handling expertise
- Client relationship management
- Account reconciliation
- Punctuality
- Operations management
- Recordkeeping and documentation
- Auditing techniques
- Customer service
- Bank sales
- Appointment scheduling
Extracurricular Activities
Varsity Volleyball
Timeline
A.S - Biology
Olive Harvey College
08.2023 - 03.2026
Driver
Uber/Lyft
01.2023 - Current
Senior Bank Teller/Financial Sales Representative
Marquette Bank
02.2022 - 12.2025
Bank Teller
US Employees Credit Union
02.2019 - 02.2022
High School Diploma -
Kenwood Academy
09.2012 - 05.2016