Ashley Todd
Gastonia,NC
Summary
Accomplished Senior Relationship Banker with a proven track record at Truist Bank, accomplished in loan origination and cross-selling techniques. Excelled in building and managing client relationships, enhancing customer satisfaction, and mentoring peers for success. Demonstrated reliability and creative thinking, driving revenue growth and gaining trust. Skilled in customer service and team motivation, consistently achieving and surpassing goals.
Overview
21
21
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
11.2007 - Current
- Identifying referral opportunities to different banking partners to deepen client relationships.
- Resolve complex client issues, resulting in increased trust and loyalty.
- Increase cross-selling opportunities through identifying clients needs and recommending appropriate banking products.
- Mentored new Relationship Bankers, sharing best practices for success in the role.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
- Managed the teller line as the Teller Supervisor from 2011 thru 2013, supervising daily operations to ensure efficiency, policy compliance and a positive client experience
Universal Banker
Community One Bank
10.2003 - 11.2007
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with applying for and completing credit card and loan applications, and signing up for new credit services.
Education
High School Diploma -
First Assembly Christian Academy
Gastonia, NC05.2002
Skills
- Loan Origination
- Cross-selling techniques
- Customer Service-Oriented
- Creative Thinking
- Relationship building and management
- Teammate Motivation
- Honest and Dependable
- Reliable and Responsible
Accomplishments
Recognized in 2019 as one of the top producing Relationship Bankers among my peers in the Charlotte Metro Region.
Recognized in 2020 as one of the top Relationship Bankers among my peers in the Charlotte Metro Region; also recognized as being in the top one percent among my peers in the bank as a whole.
2021 Awarded Top Lender (Production) in Charlotte Metro Region.
Timeline
Senior Relationship Banker
Truist Bank
11.2007 - Current
Universal Banker
Community One Bank
10.2003 - 11.2007
High School Diploma -
First Assembly Christian Academy