Ashley Ramirez
West Palm Beach,FL
Summary
Results-driven banking professional with progressive experience supporting consumer and small business clients, including account management, lending solutions, and relationship growth. Proven ability to identify opportunities, deliver tailored financial strategies, and build strong client relationships while maintaining compliance and risk mitigation.
Overview
9
9
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
2022.09 - Current
- Manage a portfolio of consumer and small business clients, delivering personalized banking and lending solutions
- Open and maintain business and personal accounts, including operating, savings, and merchant services
- Identify opportunities to support business growth through lending products, lines of credit, and financial solutions
- Build strong client relationships through proactive outreach and financial consultations
- Collaborate with internal partners to provide comprehensive banking solutions
- Ensure compliance with internal controls, regulatory requirements, and risk mitigation standards
Relationship Banker
Wells Fargo
2019.08 - 2022.09
- Assisted consumer and small business clients with account management and financial services
- Opened and maintained business and personal accounts while ensuring compliance
- Identified cross-selling opportunities including credit cards and lending products
- Delivered strong client service through relationship building and financial guidance
Office Manager
AutoNation Collision Center
2017.07 - 2019.08
- Managed daily operations, workflow, and staff productivity in a fast-paced environment
- Ensured deadlines, quality standards, and customer satisfaction were consistently met
- Coordinated administrative processes and supported overall business operations
Education
Master of Science - Psychology
Capella University
Minneapolis, MN2027-05
Skills
- Business Banking & Account Management
- Small Business Client Support
- Lending & Credit Solutions
- Financial Needs Assessment
- Cross-Selling & Revenue Growth
- Relationship Building, Client Retention & Team Collaboration
- Communication & Active Listening
- Time Management, Reliability & Organizational Skills
- Risk Mitigation, Compliance & Internal Controls
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Senior Relationship Banker
Truist Bank
2022.09 - Current
Relationship Banker
Wells Fargo
2019.08 - 2022.09
Office Manager
AutoNation Collision Center
2017.07 - 2019.08
Master of Science - Psychology
Capella University