Payton Coleman
Gastonia,NC
Summary
Dynamic Retail Banker with a proven track record at Woodforest National Bank, excelling in cash handling and customer service. Successfully identified client needs, driving cross-selling initiatives that enhanced revenue. Demonstrated effective communication and teamwork, streamlining account processes to elevate client satisfaction and operational efficiency, prepared to deliver exceptional customer service and effective financial solutions. Known for building strong client relationships and providing personalized banking advice. Reliable team player, adaptable to evolving needs, with strengths in account management and transaction accuracy.
Overview
5
5
years of professional experience
Work History
Retail Banker
Woodforest National Bank
11.2023 - Current
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Collaborated with team members to achieve branch sales targets and enhance overall productivity.
- Identified opportunities for cross-selling financial products, resulting in higher revenue generation.
- Reached out, generated appointments and built new relationships to grow business.
- Streamlined account opening processes for improved efficiency and a better client experience.
- Supported branch operations by performing various administrative tasks such as filing, data entry, and report generation as needed.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Received loan and utility payments, sending funds to correct destinations.
- Counted, verified and handled bank deposits and armored car transactions.
- Executed wire transfers, stop payments and account transfers.
Sales Associate
Carters Oshkosh
10.2020 - Current
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Built relationships with customers to encourage repeat business.
- Managed returns, exchanges and refunds in accordance with store policy.
- Maintained calm demeanor and professionally managed issues in busy, high-stress situations.
- Helped customers locate products and checked store system for merchandise at other sites.
- Answered customer questions about sizing, accessories, and merchandise care.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
Education
Associate of Applied Science - Business Administration
Central Piedmont Community College
Charlotte, NC05-2024
Skills
- Branch operations
- Cash handling
- Financial product sales
- Banking software
- Vault teller operations
- Customer service
- Problem-solving
- Time management
- Organizational skills
- Team leadership
- Recordkeeping and documentation
- Conflict resolution
- New account setup
- Computer proficiency
- Microsoft Excel
- Payment processing
- Microsoft outlook
- Scheduling
- Follow-up skills
- Call management
- Paperwork processing
- Microsoft PowerPoint
- Administrative support
Timeline
Retail Banker
Woodforest National Bank
11.2023 - Current
Sales Associate
Carters Oshkosh
10.2020 - Current
Associate of Applied Science - Business Administration
Central Piedmont Community College
Similar Profiles
James WallJames Wall
Branch Manager III, Assistant Vice President at Woodforest National BankBranch Manager III, Assistant Vice President at Woodforest National Bank
Tammy JoynerTammy Joyner
Retail Branch Manager II at Woodforest National BankRetail Branch Manager II at Woodforest National Bank
Eva SanchezEva Sanchez
Assistant Branch Manager at Woodforest National BankAssistant Branch Manager at Woodforest National Bank