Michael Allan
Bank Officer
Dallas
Summary
Highly experienced Bank Officer in multiple financial and administrative functions. Effectively identify and quickly resolve complex financial issues. Banker who thrives in environments that are dynamic and fast-paced. Innovative and knowledgeable banking professional with experience in finance, sales and operations. Comprehensive understanding of all banking procedures, management of profit and loss accounts. A solid foundation to build a great customer relationship to foster satisfaction and loyalty. Always exceeding goals.
Overview
2
2
years of professional experience
4
4
years of post-secondary education
Work History
Senior Financial Consultant
Amegy Bank of Texas
07.2022 - Current
- Manage a portfolio of 100+ clients with an average net worth of $600K, build and develop long-term business relationships, and increase client’s deposit average by 70%
- Cross-sells products and services including mortgage loans, Home Equity lines of credit, merchant services, and multiple lending products
- Promotes and markets financial products through outside calls, telemarketing, targeted directed mailings, and in-out branch selling
- Identifies a wide variety of bank services applicable to the customer, referring to the appropriate person/department when necessary.
Banking Associate
PNC Bank
12.2021 - 06.2022
- Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty, focus on consumer and commercial banking
- Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing.
Assistant Branch Manager
First National Bank of Texas
09.2021 - 12.2021
- Assist the Branch Manager in the daily operation of staff, prepare work schedule, and assist the bank balancing, staff meeting, customer care and concerns
- Accountable for the achievement of monthly new account production as assigned by upper management
- Conduct training for new hires.
Bilingual Branch Supervisor
First National Bank of Texas
03.2021 - 09.2021
- Developed new sales techniques and marketing to drive in new business, increased branch operational scores by proactively managing day-to-day functions of staff
- Improved monthly branch audits by assigning and delegating roles and responsibilities to all staff.
Bilingual Personal Banker
First National Bank of Texas
02.2021 - 03.2021
- Sells appropriate banking services and products, including convenience services, certificates of deposit, bonds, investment services, and asset or portfolio management
- Identifies investment needs of customers and provides guidance for reaching investment goals
- Analyzes customer information to identify opportunities for growth and expansion of services.
Bank Teller
First National Bank of Texas
10.2020 - 01.2021
- Processed financial transactions at high-volume branch such as: deposits, withdrawals, and bill payments as per standardized operating procedures and provided excellent, personalized customer service experience.
Education
Business Administration
University of Texas
01.2021 - Current
Basic College Level -
Brookhaven College
01.2018 - 01.2020
Business Administration
UDLA
Skills
Competitive analysis
undefinedTimeline
Senior Financial Consultant
Amegy Bank of Texas
07.2022 - Current
Banking Associate
PNC Bank
12.2021 - 06.2022
Assistant Branch Manager
First National Bank of Texas
09.2021 - 12.2021
Bilingual Branch Supervisor
First National Bank of Texas
03.2021 - 09.2021
Bilingual Personal Banker
First National Bank of Texas
02.2021 - 03.2021
Business Administration
University of Texas
01.2021 - Current
Bank Teller
First National Bank of Texas
10.2020 - 01.2021
Basic College Level -
Brookhaven College
01.2018 - 01.2020
Business Administration
UDLA
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