Bill Speer
Lexington
Summary
Results-driven Relationship Banker known for exceptional productivity and efficiency in task completion. Specialize in customer relationship management, financial advising, and risk assessment to deliver optimal banking solutions. Excel in communication, problem-solving, and adaptability, ensuring seamless client interactions and satisfaction.
Overview
3
3
years of professional experience
Work History
Relationship Banker
Bank of Lexington
Lexington
06.2023 - Current
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
Deposit Operations Specialist
Bank of Lexington
Lexington
06.2023 - Current
- Controlled and rectified all debit card matters, including pin reorders, and ordering new debit cards for customers.
- Prepared official checks for customer and internal bank needs.
- Performed special services for customers, ordering bank cards and checks.
- Analyzed data from various sources to detect any suspicious or fraudulent activities.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Branch Banker
PNC
Lexington
10.2022 - 06.2023
- Developed and maintained relationships with potential and existing clients to expand the customer base.
- Assisted customers with opening new accounts, processing deposits and withdrawals, cashing checks and making loan payments.
- Processed loan applications, including reviewing financial information and determining eligibility.
- Processed wire transfers, money orders and stop payment requests in accordance with established procedures.
Education
Bachelor of Arts - Communications
University of Kentucky
Lexington, KY12-1982
Skills
- Account management
- Customer service
- Relationship building
- Product knowledge
- Teamwork
- Multitasking Abilities
- Sales experience
Timeline
Relationship Banker
Bank of Lexington
06.2023 - Current
Deposit Operations Specialist
Bank of Lexington
06.2023 - Current
Branch Banker
PNC
10.2022 - 06.2023
Bachelor of Arts - Communications
University of Kentucky
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