Ashly Richardson
Inman,SC
Summary
Personable Banking Representative with 10+ years' experience in Consumer and Business Banking. Outstanding customer service, sales, leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.
Overview
11
11
years of professional experience
Work History
Relationship Banker
Bank Of America
Spartanburg, SC
04.2022 - Current
- Maintained friendly and professional customer interactions.
- Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
- Built and cultivated long-term quality relationships with consumer and small business clients by addressing needs and providing superior customer service.
- Attained deep and thorough knowledge of company's consumer and small business products and solutions to help accomplish mutual success and partnership between business owners and professional partners.
- Developed and managed strong and growing pipelines of prospective consumer and small business customers. Maintaining various pipelines for consumer and business lending, merchant services and payroll needs of new or existing small business owners.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Built relationships with customers and community to promote long term business growth.
- Contributed to team objectives in fast-paced environment.
- Completed call reports, paperwork and on-going personal training by required deadlines.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Assistant Financial Center Manager
Bank Of America
Hendersonville, NC
04.2019 - 02.2022
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Collaborated with bank manager as teller supervisor on scheduling, hiring decisions and monthly audits.
- Assisted with complex transactions using overrides and functions requiring additional authorization levels.
- Observed, coached and developed bankers in support of reaching performance objectives.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients to achieve 100% survey scores.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
- Complied with security and internal control procedures and policies and conducted mandatory trainings to educate staff on new and existing processes.
- Balanced staff and vault at end of day and secured monies in accordance with established procedures.
Personal Banker I / II
Wells Fargo
Hendersonville, NC
06.2011 - 04.2019
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted consumer and business customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Education
Bayside High School
Palm Bay, FLSkills
- Teller Procedures
- Customer Service and Assistance
- Business Relationship Management
- Revenue Generation
- Consultative Sales Approach
- Performance Goals
- Problem Anticipation and Resolution
- Adaptable to Changing Conditions
Timeline
Relationship Banker
Bank Of America
04.2022 - Current
Assistant Financial Center Manager
Bank Of America
04.2019 - 02.2022
Personal Banker I / II
Wells Fargo
06.2011 - 04.2019
Bayside High School
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