Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Assessments
Timeline
Generic

Autumn Davis

Franklin,KY

Summary

Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Relationship Banker II

Region's Bank
06.2021 - Current
  • Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions' solutions
  • Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
  • Educates and advises customers on Regions' Consumer and Business products and services, including all loan and deposit types
  • Educates customers on emerging technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
  • Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
  • Owns and resolves customer issues
  • Refers customers to an internal team of experts when complex financial goals and needs are recognized
  • Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks

Assistant Director/Teacher

Greentree Childcare
10.2018 - 05.2021
  • Assist the director with planning, managing, marketing, and directing a childcare program
  • Teach and monitor children when needed
  • Maintain center paperwork, keeping files on each child and proof of meeting government regulations

Part Time Assistant Manager

Shoe Sensation
06.2018 - 10.2018
  • Contributes to team effort by achieving targeted merchandise/accessory sales goals
  • Drive and maximize store sales and control and minimize shrink
  • Provide managerial and operational support to the Store Manager
  • Ensure the fiscal integrity of the store by accounting for all cash, merchandise, and other store assets
  • Participate in precautionary security measures to protect Company assets
  • Ensure compliance with all company policies and procedures, and follow all safety standards to ensure a safe work and shopping environment
  • Ensure accuracy's and efficiencies of merchandise shipping and receiving
  • Assists manager by helping to maintain inventory by checking merchandise to determine inventory levels; anticipating customer demand
  • Adhere to current visual guidelines including proper merchandising, signage and store cleanliness
  • Maintain strong product knowledge for use in selling, merchandising, and giving feedback as requested
  • All other duties as requested by the Assistant Store Manager, Store Manager and Area Director

Human Resources Assistant

Sykes Enterprises, Incorporated
09.2016 - 06.2017
  • Works with KRONOS Timekeeping/Payroll
  • Directs and receives calls and visitors at the site
  • Performs HRIS data entry and assures accuracy
  • Performs HRIS Audits on previously entered data
  • Performs out-processing of employees
  • Assists with hiring and new hire orientation paperwork
  • Telephonically files Worker's Compensation claims
  • Records and appropriately files employee information, such as personal data; compensation, benefits, and tax data; attendance; performance reviews or evaluations; and termination date and reason
  • Processes employment applications and assists in other employment activities
  • Schedule interviews and communicates interview schedule in advance to interviewers and candidates
  • Updates employee files to document personnel actions and to provide information for payroll and other uses
  • Compiles data from personnel records and prepares reports using typewriter or computer
  • Maintains the petty cash drawer
  • Performed other duties as needed

Human Resource Assistant

VERMONT THREAD GAGE, LLC
08.2015 - 08.2016
  • Worked with ADP Payroll
  • Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
  • Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
  • Locate and attach appropriate files to incoming correspondence requiring replies
  • Complete forms in accordance with company procedures
  • Make copies of correspondence or other printed material
  • Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions
  • Compose, type, and distribute meeting notes, routine correspondence, and reports
  • Learn to operate new office technologies as they are developed and implemented
  • Maintain scheduling and event calendars
  • Conduct searches to find needed information, using such sources as the Internet
  • Prepare and mail checks

Office Assistant/Receptionist

Chemway Holdings, LLC
05.2013 - 07.2015
  • Maintain scheduling and event calendars
  • Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications
  • Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals
  • Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs
  • Locate and attach appropriate files to incoming correspondence requiring replies
  • Complete forms in accordance with company procedures
  • Make copies of correspondence or other printed material
  • Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions
  • Compose, type, and distribute meeting notes, routine correspondence, and reports
  • Learn to operate new office technologies as they are developed and implemented
  • Conduct searches to find needed information, using such sources as the Internet
  • Prepare and mail checks

Education

Associate of Applied Science - Accounting

Southcentral Kentucky Community And Technical College
Bowling Green, KY
05-2026

Skills

  • Office Administration
  • Public Speaking
  • Microsoft Office
  • Customer Service
  • Teaching
  • Kronos
  • Cash handling
  • Banking
  • Employee Orientation
  • Human Resources
  • Accounts Payable
  • Office Management
  • Customer Service-oriented
  • Relationship building and management
  • Financial services
  • Money handling
  • Teller support
  • Financial planning
  • Financial advising
  • Loans
  • Loan origination

Personal Information

Work Permit: Authorized to work in the US for any employer

Certification

  • National Career Readiness Certificate
  • NMLS
  • Certified Notary Public

Assessments

  • Principles of accounting, Proficient, 10/01/24
  • Preparing financial records according to federal policies, Proficient

Timeline

Relationship Banker II

Region's Bank
06.2021 - Current

Assistant Director/Teacher

Greentree Childcare
10.2018 - 05.2021

Part Time Assistant Manager

Shoe Sensation
06.2018 - 10.2018

Human Resources Assistant

Sykes Enterprises, Incorporated
09.2016 - 06.2017

Human Resource Assistant

VERMONT THREAD GAGE, LLC
08.2015 - 08.2016

Office Assistant/Receptionist

Chemway Holdings, LLC
05.2013 - 07.2015

Associate of Applied Science - Accounting

Southcentral Kentucky Community And Technical College

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Autumn Davis