Amy Gorman
Relationship Banker
Atlantic Beach,FL
Summary
Determined banking professional with 10 years of banking experience eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
15
15
years of professional experience
Work History
Relationship Banker
Truist Bank
07.2021 - Current
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Fostered positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Facilitated effective communication between clients and bank representatives, ensuring seamless account management experience.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Financial Relationship Specialist
Regions Bank
03.2015 - 07.2021
- Collaborated with team members to develop comprehensive financial plans addressing diverse needs of clients.
- Leveraged advanced software tools for efficient tracking of client data and portfolio performance metrics.
- Enhanced client relationships by providing personalized financial solutions and recommendations.
- Recognized for consistently surpassing sales targets and contributing to overall growth of the company''s financial product offerings.
- Developed strong rapport with clients through consistent communication via phone calls, emails, and in-person meetings.
- Provided exceptional customer service, fostering trust and loyalty among existing clients.
- Streamlined financial processes for increased efficiency and accuracy in managing client accounts.
- Coordinated closely with other departments such as legal, operations, or underwriting to facilitate seamless transaction processing for clients.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Sales Associate
GAP Incorporated
06.2009 - 03.2015
- Contributed to visual merchandising efforts by creating eye-catching displays that showcased products effectively and enticed shoppers to make purchases.
- Maximized profitability with strategic upselling techniques during one-on-one interactions with clients at the point of purchase.
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Enhanced team productivity by fostering a positive work environment and providing support to colleagues as needed.
- Assisted in training new staff members on company policies, product information, and sales techniques for a seamless onboarding experience.
- Collaborated with team members to improve overall store performance, sharing best practices, and offering support as needed.
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
Skills
Relationship building and management
Recordkeeping requirements
Policy development and implementation
Creative Thinking
Cash Handling
Resourcefulness
Employee Motivation
Banking
Money Handling
Loan Origination
Cross-Selling Products
Banking operations knowledge
Self Motivation
Timeline
Relationship Banker
Truist Bank
07.2021 - Current
Financial Relationship Specialist
Regions Bank
03.2015 - 07.2021
Sales Associate
GAP Incorporated
06.2009 - 03.2015