Peyton Sorrell
Angie
Summary
Dedicated and results-driven Personal Banker with a strong foundation in customer relationship management, financial product knowledge, and sales performance. Skilled at identifying client needs and delivering tailored financial solutions that promote long-term banking relationships. Adept at cross-selling services, handling transactions accurately, and complying with regulatory guidelines in high-paced environments.
Overview
5
5
years of professional experience
Work History
Personal Banker
Navy Federal Credit Union
Dallas
06.2022 - 02.2025
- Assisted clients with opening accounts, applying for credit cards, loans, and managing day-to-day banking needs
- Consistently met or exceeded quarterly sales targets for deposit accounts, loans, and investment referrals
- Educated customers on digital banking tools and enhanced their financial literacy
- Maintained compliance with banking regulations and anti-money laundering policies
- Resolved client inquiries and complaints with empathy, efficiency, and professionalism
Banking Assistant
Capital One
Metairie
03.2020 - 05.2022
- Conducted daily banking transactions, including deposits, withdrawals, and wire transfers
- Reconciled cash drawers with 100% accuracy and supported vault balancing procedures
- Supported team goals by referring clients to appropriate banking products and specialists
- Provided superior customer service, leading to a 20% increase in customer retention
Education
Associate of Applied Science - Business Administration
Tulane University
New Orleans, LA06-2019
Skills
- Microsoft Office Suite (Word, Excel, Outlook)
- Banking software: FIS, Fiserv, Jack Henry, TellerPlus
- CRM Platforms: Salesforce, HubSpot
Timeline
Personal Banker
Navy Federal Credit Union
06.2022 - 02.2025
Banking Assistant
Capital One
03.2020 - 05.2022
Associate of Applied Science - Business Administration
Tulane University