MEGIN CASE
Farmer City
Summary
Successful at excelling in fast-paced, competitive environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services.
Overview
8
8
years of professional experience
Work History
Private Client Associate
Busey Bank
12.2022 - Current
- Enhanced team productivity by streamlining communication and implementing efficient project management tools.
- Developed strong client relationships through timely and thorough follow-up on inquiries and concerns.
- Optimized departmental processes with the implementation of innovative strategies, resulting in improved efficiency and reduced costs.
- Increased customer satisfaction by resolving complex issues and providing exceptional service at all times.
- Implemented data-driven decision-making strategies, improving overall business performance.
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
RETAIL ADMINISTRATION MENTOR
BUSEY BANK
02.2022 - 12.2022
- Trained and mentored new bank hires to exceed at their job
- Influenced new hires to give wonderful customer service, including confidentiality
- Led trainings to maximize performance for new hires
- Taught banking procedures, compliance, and customer transactions.
- Enhanced mentee performance by providing personalized guidance and support.
- Developed trust-based relationships with mentees through active listening and empathetic communication.
- Assisted mentees in setting achievable goals and creating realistic action plans for personal and professional growth.
UNIVERSAL BANKER II
BUSEY BANK
11.2018
- Regularly exceeded monthly goals by using customers' needs as selling points in all professional interactions
- Balanced teller drawers and ATM cash
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance
- Checked accounts for fraud and provided law enforcement with relevant details
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services
- Exceeded sales goals in retail and wealth management on consistent basis
- Executed customer transactions, including deposits, withdrawals, money orders and checks
- Completed special procedures for customers such as ordering new checks, stopping payments, or investigating identity theft
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
BARTENDER AND LEAD SERVER
JT WALKERS RESTRAUNT & BREWERY
12.2015 - 08.2020
- Managed bar inventory, restocked supplies and placed orders for spirits, beer, wines, and mixers
- Developed new signature cocktails to support bar marketing brand and increase profits
- Upsold daily specials and beverage promotions to exceed daily sales goals
- Kept accurate inventories and notified management of ordering needs for liquor, beer, wine, and bar supplies
- Took customer orders and capitalized on opportunities to sell special beverage and food options
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands
- Assisted servers with specialty drinks orders by preparing on-demand items without delay
- Applied excellent organizational and multitasking abilities to handle simultaneous customer, team and business needs while avoiding unnecessary delays or errors
- Consulted with managers to organize special events and promotions such as trivia nights to bring in new customers
- Upsold menu items to customers, driving up per sale revenues and maximizing profits
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers
- Greeted and maintained relationships with regular customers
- Prepared beverages and filled food orders for customers.
Education
MAHOMET - SEYMOUR HIGH SCHOOL
Skills
- Marketing sales products
- Developing work schedules
- Customer Relationship Management
- Competitive attitude
- Educating clients
- Relationship building and management
- Relationship development
- Attention to detail
- Client retention
- Performance tracking
- Customer service excellence
- Customer needs assessment
- Problem-solving abilities
- Team collaboration
- Effective communication
Timeline
Private Client Associate
Busey Bank
12.2022 - Current
RETAIL ADMINISTRATION MENTOR
BUSEY BANK
02.2022 - 12.2022
UNIVERSAL BANKER II
BUSEY BANK
11.2018
BARTENDER AND LEAD SERVER
JT WALKERS RESTRAUNT & BREWERY
12.2015 - 08.2020
MAHOMET - SEYMOUR HIGH SCHOOL
Similar Profiles
Logan UszynskiLogan Uszynski
Universal Banker III at Busey BankUniversal Banker III at Busey Bank
Brian LarsenBrian Larsen
Indirect Auto Lender at Busey BankIndirect Auto Lender at Busey Bank
Judy OpelJudy Opel
Retail Underwriter at Busey BankRetail Underwriter at Busey Bank
Kionia TaylorKionia Taylor
Private Client Associate II at Busey BankPrivate Client Associate II at Busey Bank
Nathan GuestNathan Guest
Chief of Police at City of Farmer CityChief of Police at City of Farmer City