ASHLEY N LUGARO
Orlando,FL
Summary
Client-focused banking professional with over six years of experience in financial needs assessment, account servicing, and compliance. As a Senior Relationship Banker, skilled in resolving client issues and enhancing operational efficiency. Eager to apply relationship management expertise in a Wealth Support Specialist role to support clients, advisors, and wealth-management operations.
Overview
2
2
years of post-secondary education
7
7
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
Orlando, FL
02.2022 - Current
- Build and maintain trusted client relationships through clear communication, follow-up, and effective problem-solving.
- Analyzed customer financial needs to deliver tailored banking solutions aligned with individual goals.
- Support high-volume client and operational requests while managing multiple priorities in a fast-paced branch environment.
- Assist with account servicing, transaction processing, data verification, and other operational activities requiring strong attention to detail.
- Coordinated with teammates and leadership to address client needs and enhance branch operational efficiency.
- Review account documentation, transactions, and reports to maintain accuracy and support compliance with banking policies and procedures.
- Supported audits and documentation processes, ensuring accuracy and confidentiality of customer information.
- Support teammates on processes and day-to-day operational activities.
Bank Teller
South State Bank
Orlando, FL
10.2019 - 09.2021
- Processed customer transactions accurately and efficiently, enhancing customer satisfaction through professional, responsive service.
- Supported customer engagement and branch sales initiatives, effectively addressing routine account and service needs to contribute to branch success.
- Maintained compliance with banking policies, procedures, and applicable financial regulations.
- Balanced cash drawers and vaults and supported daily operational reporting and controls.
Education
Bachelor of Science - Sports Marketing & Media
Full Sail University
Orlando, FL 01.2024 - 07.2026
Skills
- Client Relationship Management
- Account Servicing
- Transaction Processing
- Data accuracy
- Compliance & Risk Awareness
- Operational Support
- Excel proficiency
- Problem Solving
- Communication
- Time Management
- Team Collaboration
- Bilingual Communication
- Financial Services
Timeline
Bachelor of Science - Sports Marketing & Media
Full Sail University
01.2024 - 07.2026
Senior Relationship Banker
Truist Bank
02.2022 - Current
Bank Teller
South State Bank
10.2019 - 09.2021