Ann Atkins
Mooresville,NC
Summary
Results-driven banking professional with a strong track record in addressing customer needs and enhancing client satisfaction. Committed to delivering impactful financial solutions that align with core values. Proven ability to foster relationships and drive business growth through service that goes the extra mile.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
Truist Bank
Mooresville, NC
09.2023 - Current
- Conduct an in-depth analysis of clients' financial profiles to recommend tailored banking solutions.
- Implement proactive sales initiatives that expand new business and reinforce existing relationships.
- Ensure prompt resolution of customer inquiries, enhancing overall satisfaction.
- Facilitate the opening of various accounts, including business accounts, CDs, estates, and trusts.
- Coordinate closely with underwriters to expedite loan processing timelines.
- Verify the accuracy of legal documents prior to loan closures.
- Collaborate effectively with team members to achieve goals, and maintain a positive work culture.
- Educate customers on a variety of retail products and digital solutions, enhancing the customer experience.
- Follow operational standards, promoting security, risk management, and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partner with mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Facilitate team meetings to align goals and improve communication among staff.
- Analyze performance metrics to identify areas for improvement and optimization.
- Monitor staff performance, and address issues.
- Provide leadership during times of organizational change or crisis situations.
Financial Services Specialist
Truist Bank
Mooresville, NC
05.2022 - Current
- Managed vault operations to ensure secure handling of funds.
- Executed transactions including deposits, withdrawals, and bank check issuance.
- Delivered exceptional customer service to enhance client satisfaction.
- Filed suspicious activity reports in accordance with regulatory standards.
- Adhered to policies and reporting requirements for annual audits.
- Performed account servicing and maintenance to uphold account accuracy.
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
Medical Assistant
Piedmont Healthcare Endocrinology
Statesville, NC
01.2020 - 04.2022
- Delivered direct patient care while ensuring adherence to confidentiality standards.
- Assisted physician during thyroid biopsies, enhancing procedural efficiency.
- Administered medications and injections under supervision, maintaining safety protocols.
- Performed clinical tasks, including vital signs assessment and medical history collection.
- Managed electronic health records to ensure accurate patient information retention.
- Provided comprehensive patient education regarding medications and treatment procedures.
- Collaborated with healthcare team members to promote optimal patient outcomes.
- Cross-trained at reception desk, facilitating referrals and appointment scheduling.
Education
High School Diploma -
Mooresville High School
Skills
- Communication skills
- Problem solving
- Empathy and patience
- Time management
- Adaptability and motivation
- Accountability and reliability
- Strong work ethic
- Customer focus
- Authenticity
- Computer literacy
- Loan processing and compliance
- Team collaboration
Certification
- Certified NC Notary Public
- Nationwide Mortgage Licensing System and Registry (NMLSR), 2527692
- Financial training sessions and workshops to stay updated on industry trends and product knowledge.
In Their Own Words
- " Miss Atkins was extremely pleasant to communicate with and she handled all my questions and problems as if she was happy to do so. She made me feel as if she genuinely cared about me, and that she was genuinely pleased to help me! I run a business myself, and I wish I had more employees like her!!! ". - Truist Client
- " Having just moved to Mooresville, I needed to open a checking and savings account. The level of service I received from Ann was of the highest quality. I am impressed. Because of her professionalism and kindness, we will be switching all investments to your institution. " -Truist Client
- " Ann was very professional and helpful in helping us transfer our car loan from another bank to a car loan with your bank. We prefer to have all our banking done at your institution and the rate was much better " -Truist Client
- " She was very personable. She made me feel, I was the most important person in the world. Her name is Ann. " -Truist Client
- " Ann was very helpful in explaining privacy and policy regarding an account recently opened and one that has been opened for years. She was also able to handle a few issues I did not understand regarding CD's and Money Market accounts. She gave me the confidence that I needed in a friendly
and professional manner. I know I can depend on her expertise in the future. " -Truist Client
References
References available upon request.
Timeline
Relationship Banker
Truist Bank
09.2023 - Current
Financial Services Specialist
Truist Bank
05.2022 - Current
Medical Assistant
Piedmont Healthcare Endocrinology
01.2020 - 04.2022
High School Diploma -
Mooresville High School