Summary
Overview
Work History
Education
Skills
Timeline
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Ashley Lyles

Charlotte,NC

Summary

Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Financial banking. Ready to help team achieve company goals.

Overview

7
7
years of professional experience

Work History

Universal Relationship Banker

Truliant Federal Credit Union
01.2023 - Current
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.

Lead Teller

Nova Credit Union
11.2020 - 12.2023
  • Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
  • Received car loan, home loan, and other payments and posted to accounts.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Exceeded cross-selling goals by effectively communicating product benefits tailored to customers'' unique financial situations.
  • Handled various accounting transactions.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Processed applications for new accounts.
  • Assisted customers with banking needs and inquiries.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Executed wire transfers, stop payments and account transfers.
  • Cross-sold credit cards, loans and other bank products.


Assistant Manager

Phoenix Taco
09.2017 - 12.2020
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Managed inventory levels to minimize stockouts while reducing overhead costs.

Education

Associate Degree in Business - Business

Central Piedmont Community College
Charlotte, NC
08.2018

Skills

  • Relationship building and management
  • Customer Service-Oriented
  • Sales expertise
  • Cash Handling
  • Financial Services
  • Money Handling
  • Teller Support
  • Creative Thinking
  • Financial Planning
  • Cross-Selling Products
  • Banking
  • Financial Advising
  • Loans
  • Loan Origination
  • Cash Flow Management
  • Policy development and implementation
  • Community Relations
  • Business Development

Timeline

Universal Relationship Banker

Truliant Federal Credit Union
01.2023 - Current

Lead Teller

Nova Credit Union
11.2020 - 12.2023

Assistant Manager

Phoenix Taco
09.2017 - 12.2020

Associate Degree in Business - Business

Central Piedmont Community College

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Ashley Lyles