Lindsey Pietro
San Tan Valley
Summary
Dynamic Relationship Banker with a proven track record at Bank of America, excelling in customer service and financial product expertise. Skilled in account management and conflict resolution. Establishes meaningful, long-term connections, and boosts client satisfaction through personalized solutions. Passionate about training teams to deliver exceptional service and drive sales growth.
Overview
6
6
years of professional experience
Work History
Relationship Banker
Bank of America
Queen Creek
12.2022 - Current
- Resolved customer issues promptly, enhancing satisfaction and retention rates.
- Identified customer needs through consultations, offering tailored banking products.
- Established long-term relationships by delivering personalized service and support.
- Conducted regular portfolio reviews to uncover opportunities for additional financial products.
- Maintained accurate records of customer interactions and transactions in systems.
- Trained new staff on operational procedures and customer engagement techniques.
Teller
Wells Fargo
Vancouver
08.2021 - 11.2022
- Resolved customer account inquiries while delivering accurate product information.
- Processed cash deposits, withdrawals, and checks with meticulous attention to detail.
- Cultivated positive customer relationships to enhance overall service experience.
- Trained new tellers on established procedures and customer service best practices.
Assistant Deli Manager
Fred Meyer
Battle Ground
08.2019 - 08.2021
- Trained new team members on food safety and preparation techniques to ensure compliance.
- Coached staff on strategies to enhance performance and improve customer relations.
- Addressed customer inquiries and resolved issues to deliver exceptional service.
- Managed customer complaints professionally while keeping management informed of concerns.
Education
High School Diploma -
Ace Charter
Mesa, AZ05-2019
Skills
- Customer service and support
- Financial product expertise
- Account management
- Record keeping
- Sales strategies
- Conflict resolution
- Relationship management
- Team training
References
References available upon request.
Timeline
Relationship Banker
Bank of America
12.2022 - Current
Teller
Wells Fargo
08.2021 - 11.2022
Assistant Deli Manager
Fred Meyer
08.2019 - 08.2021
High School Diploma -
Ace Charter
Similar Profiles
Kevin BetheaKevin Bethea
Digital Ambassador at Bank of AmericaDigital Ambassador at Bank of America
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
Anne MilneAnne Milne
Managing Director - Global Head EM Credit Research at Bank of AmericaManaging Director - Global Head EM Credit Research at Bank of America
Samantha DempseySamantha Dempsey
Fraud Servicing Representative at Bank of AmericaFraud Servicing Representative at Bank of America
Tania AmayaTania Amaya
Medical Chat Support Supervisor at Good Health MedicalMedical Chat Support Supervisor at Good Health Medical