ALLISON BLAKE
Pensacola,FL
Summary
Enthusiastic and highly effective financial services professional experienced in working with clients of all levels and backgrounds. Adapts approach to meet unique needs of each individual. Accomplished Senior Universal Banker with eighteen years of success in financial planning. Leverages analytical and communication skills, as well as industry knowledge, to help clients achieve financial goals and plan for the future. Navigates multiple demands in fast-paced, deadline-oriented environment while providing high level of service. Consistently meets company goals through consistent and organized practices. Thrives under pressure and excels at adapting to new situations and challenges to enhance organizational brand.
Overview
19
19
years of professional experience
Work History
Senior Universal Banker
Hancock Whitney Corporation
08.2023 - Current
Senior Relationship Banker II
Regions Bank
02.2006 - 07.2023
- Helped individuals and families build and execute financial management strategies based on unique goals and objectives
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company
- Delivered strategy advisement and corporate financing to clients
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
Education
Bachelor Of Science - Business Administration
The University of West Florida
Pensacola, FL05.2006
Skills
- Relationship building and management
- Banking
- Financial Advising
- Investment advice
- Cash Handling
- Loans
- Sales expertise
- Financial services
- Coaching/mentor
Timeline
Senior Universal Banker
Hancock Whitney Corporation
08.2023 - Current
Senior Relationship Banker II
Regions Bank
02.2006 - 07.2023
Bachelor Of Science - Business Administration
The University of West Florida