David Koonce
Murfreesboro,TN
Summary
Accomplished Personal Banker with a proven track record in Retail Banking. Always striving to achieve a tailored customer experience while expanding the customer base through expert cross-selling and thoughtful customer service. Strives to foster long-lasting client relationships by providing unique solutions and value though extended knowledge of financial products, servies and business partner referrals. Experience also includes significant achievements in financial reporting and tax liability solutions in previous accounting roles.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker I
Fifth Third Bank
11.2023 - Current
- Demonstrated ability to grow book of business by cross selling to new and existing customer base using in depth knowledge of Fifth Thirds products, services, and available One Bank business partners.
- Utilized consultative sales process and Financial Needs Assessment during client interactions to deepen and foster long-lasting and mutually beneficial relationships.
- Demonstrated ability to perform all required opening and closing procedures in the absence of our FCM while adhering to all company polices and procedures to ensure continued operational excellence.
- Improved customer satisfaction by providing personalized banking solutions and exceptional customer service.
Universal Banker
First Bank
06.2021 - 10.2023
- Cashed checks, accepted deposits and withdrawals within assigned limits and assisted with opening and closing procedures.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and customer service.
- Assisted customers with personal loan inquires, helped complete credit reviews, and was in training for consumer lending.
Staff Accountant
ProVision Financial Services
11.2018 - 05.2021
- Helped clients navigate interactions with tax authorities and legal concerns related to financial matters.
- Evaluated and improved accuracy and completeness of year-end financial reporting for individual and corporate tax clients used to prepare their year end tax returns.
- Responsible for multi state client's weekly payroll and tax liability deposits, operating and payroll account reconciliations, and reconciled expense classifications for accuracy.
- Reduced liabilities by accurately managing tax statements, mailings, journal entries, payments and transfers.
Education
BBA - Accounting
Freed-Hardeman University
Henderson, TN08.2003
Skills
- Proficient at opening consumer and business accounts
- Teller processing and vault management duties
- Maximizing book of business growth and retention
- Knowledge of small business structure, formation and filing requirements
- Daily tasks related to customer account reviews, fraud mitigation, and branch specific operations
- Strict adherence to policies and attention to detail
Certification
- Moodys Analytics - Consumer Lending Course 2023
Timeline
Personal Banker I
Fifth Third Bank
11.2023 - Current
Universal Banker
First Bank
06.2021 - 10.2023
Staff Accountant
ProVision Financial Services
11.2018 - 05.2021
- Moodys Analytics - Consumer Lending Course 2023
BBA - Accounting
Freed-Hardeman University
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