Summary
Overview
Work History
Education
Skills
Personal Information
License
Languages
Timeline
Generic
Elias Wittemeier

Elias Wittemeier

Potts Point,NSW

Summary

Friendly and approachable, with strong aptitude for customer service and financial literacy. Possesses comprehensive understanding of financial products and services, along with proficiency in handling transactions and providing tailored advice. Dedicated to fostering strong client relationships and driving financial well-being. Offering excellent interpersonal skills and commitment to learning and growth within banking sector. Delivers comprehensive understanding of customer service and attention to detail, coupled with proficiency in managing client inquiries and transactions. Ready to use and develop communication and problem-solving skills in Personal Banking Advisor role.

Overview

3
3
years of professional experience

Work History

Personal Banking Advisor

Sparkasse Bad Oeynhausen
03.2024 - 08.2024
  • Built strong relationships with clients, identifying their financial needs and offering tailored advice.
  • Conducted regular financial reviews with clients, recommending adjustments as needed to support changing life circumstances or market conditions.
  • Educated clients on available banking products and services, ensuring they had the tools necessary to make informed decisions about their finances.
  • Increased customer satisfaction by providing personalized banking solutions and product recommendations.
  • Educated customers on features and benefits of banking products and services.
  • Balanced teller drawers and ATM cash.

Restaurant Server / Barkeeper

Restaurant Bella Bista
Porta Westfalica , North Rhine Westphalia
10.2023 - 08.2024

Barkeeper:

1. Prepare and serve alcoholic and non-alcoholic beverages.

2. Maintain a clean and organized bar area.

3. Manage inventory and restock supplies.

4. Handle cash and credit card transactions.

5. Engage with customers, taking drink orders and making recommendations.

Server:

1. Take food and drink orders from customers.

2. Serve meals and beverages in a timely manner.

3. Provide excellent customer service and handle complaints professionally.

4. Clean and set tables for new guests.

5. Process payments and issue receipts.

Banking Trainee

Sparkasse Bad Oeynhausen
09.2021 - 02.2024
  • Assisted branch managers with maintaining accurate financial records and ensured compliance with regulatory requirements.
  • Developed strong relationships with clients, resulting in increased trust and business referrals.
  • Maintained friendly and professional customer interactions.
  • Received loan and utility payments, sending funds to correct destinations.

Education

Technical Diploma -

Immanuel-Kant-Gymnasium
Bad Oeynhausen
07.2021

Skills



  • 1Financial Analysis – Expertise in assessing clients’ financial situations and providing personalized banking solutions
  • 2Customer Relationship Management – Strong ability to build and maintain long-term client relationships
  • 3Risk Assessment – Proficient in identifying financial risks and advising on mitigating strategies
  • 4Product Knowledge – In-depth understanding of banking products, such as loans, mortgages, savings accounts, and investment products
  • 5Regulatory Compliance – Knowledge of banking regulations, anti-money laundering (AML) laws, and financial industry standards
  • 6Cross-Selling – Skilled in promoting complementary banking products and services to meet customer needs
  • 7Problem-Solving – Strong analytical abilities to resolve complex financial issues and customer concerns
  • 8Communication – Excellent verbal and written communication skills for explaining complex financial products in an accessible

Personal Information

Date of Birth: 09/24/02

License

B

Languages

German
Native or Bilingual
English
Professional Working

Timeline

Personal Banking Advisor

Sparkasse Bad Oeynhausen
03.2024 - 08.2024

Restaurant Server / Barkeeper

Restaurant Bella Bista
10.2023 - 08.2024

Banking Trainee

Sparkasse Bad Oeynhausen
09.2021 - 02.2024

Technical Diploma -

Immanuel-Kant-Gymnasium
Elias Wittemeier