Sarah Clever
Avonmore
Summary
Dynamic Relationship Banker with proven expertise in relationship building and management. Known for enhancing customer experiences through effective communication and personalized service.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Banker
First National Bank Of Pennsylvania
Oakmont, PA
05.2025 - Current
- Assisted clients in identifying financial needs and recommending appropriate banking solutions.
- Built strong client relationships through proactive communication and personalized service.
- Educated customers on various banking products and services to enhance financial literacy.
- Supported sales initiatives by identifying cross-selling opportunities during client interactions.
- Executed daily transactions including deposits, withdrawals, and loan payments with accuracy.
- Resolved customer inquiries and concerns efficiently to maintain high service standards.
- Collaborated with team members to streamline processes for improved customer satisfaction.
- Maintained up-to-date knowledge of bank policies, procedures, and compliance regulations.
Customer Service Representative
IBEX Global
Monroeville, PA
03.2023 - 05.2025
- Resolved customer inquiries through various communication channels, ensuring timely and accurate responses.
- Provided product information and troubleshooting assistance, fostering positive customer relationships and loyalty.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Utilized CRM software to track customer interactions and maintain detailed records of issues and resolutions.
- Collaborated with team members to streamline processes, enhancing overall service efficiency and customer satisfaction.
- Trained new representatives on company policies and procedures, improving onboarding effectiveness and team performance.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Financial Solutions Specialist
First Commonwealth Bank Corporation
Murrysville, PA
04.2021 - 03.2023
- Analyzed financial needs to provide tailored banking solutions for clients.
- Discussed financial options with clients and provided informed suggestions.
- Developed and maintained strong client relationships through effective communication and service delivery.
- Developed and maintained relationships with clients to ensure satisfaction and retention of financial services.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with cross-functional teams to streamline processes and enhance customer experience.
- Led training sessions for new staff, improving team knowledge of financial products and services.
Education
High School Diploma -
Kiski Area High School
Leechburg, PA06-2020
Skills
- Client account management
- Sales expertise
- Financial transactions
- Loans
- Cross-selling products
- Financial analysis
- Relationship management
- Client relations
- Problem-solving strategies
- Multitasking Abilities
- Team collaboration
- Attention to detail
Certification
NMLS #2719949, ISS 11/25
Timeline
Relationship Banker
First National Bank Of Pennsylvania
05.2025 - Current
Customer Service Representative
IBEX Global
03.2023 - 05.2025
Financial Solutions Specialist
First Commonwealth Bank Corporation
04.2021 - 03.2023
High School Diploma -
Kiski Area High School