Dedicated Customer-Focused Professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
20
20
years of professional experience
2
2
Certifications
Work History
Relationship Banker
Brannen Banks
Brooksville, FL
04.2021 - 03.2022
Worked with clients to address and respond to client and partnership management issues.
Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
Grew book of business through proactive outreach.
Corresponded with customers and conferred with coworkers to answer inquiries, discuss market fluctuations or resolve account problems.
Educated and worked with clients on ROI terms to find accurate solutions.
Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
Relationship Banker
Truist Financial Corp
New Port Richey, FL
10.2018 - 04.2021
Networked to increase client base and encourage existing clients to expand financial portfolios
Conducted detailed financial reviews for business clients to sell appropriate products to fit clients’ needs
Created innovative financial solutions to meet customer needs and provide competitive edge
Worked closely with management to strategize sales techniques to increase branch production and customer service
Consistently maintained 100% or better of established production goals
Continually boosted branch production and revenue by 25% by consistently meeting all monthly and quarterly sales goals.
Banker
Truist Financial Corp, Spring
Hudson, FL
05.2016 - 10.2018
Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Upheld stringent bank standards for loans, money handling and legal considerations.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
Represented bank at community events to establish strong ties and promote business.
Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
Assistant Front End Manager
Target
Spring Hill, FL
08.2013 - 01.2016
Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies
Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities
Assessed personnel performance and implemented incentives and team-building events to boost morale
Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills
Managed CRM database, including troubleshooting, maintenance, updates and report generation
Trained team members in successful strategies to meet operational and sales targets.
Education
MBA - Business Administration
Saint Leo University
Saint Leo, FL
05.2001 -
Bachelor of Science - Applied Science
University of South Florida
Tampa, FL
Associate of Applied Science - Criminal Justice
Saint Louis Community College
St Louis, MO
05.2001 -
Skills
Troubleshootingundefined
Affiliations
Member of Golden Key International Honor Society Member
Phi Theta Kappa Academic Honor Society
Toastmasters
Certification
Life and Variable Annuities Agent license
Timeline
Life and Variable Annuities Agent license
03-2022
Relationship Banker
Brannen Banks
04.2021 - 03.2022
Notary Public
01-2019
Relationship Banker
Truist Financial Corp
10.2018 - 04.2021
Banker
Truist Financial Corp, Spring
05.2016 - 10.2018
Assistant Front End Manager
Target
08.2013 - 01.2016
MBA - Business Administration
Saint Leo University
05.2001 -
Associate of Applied Science - Criminal Justice
Saint Louis Community College
05.2001 -
Bachelor of Science - Applied Science
University of South Florida
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