Patrick McHugh
Brookhaven
Summary
Dynamic Personal Banker II at WSFS Bank with a proven track record in relationship building and customer satisfaction. Expert in branch operations, I successfully generated new business through tailored financial solutions, enhancing client trust and loyalty. Committed to compliance and delivering exceptional customer service, I consistently exceed client expectations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Personal Banker II
WSFS Bank
05.2020 - 07.2025
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
Sun Valley
Aston,PA06-2016
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
Certification
Notary
Timeline
Personal Banker II
WSFS Bank
05.2020 - 07.2025
Sun Valley
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