Brandi VanEepoel
Mulberry,FL
Summary
Background is sales and customer service for over 19+ years. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
11
11
years of professional experience
Work History
Relationship Banker
Truist Bank
03.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by upselling banking products and financial services to customers.
Oral Surgery Assistant
Florida Dental Implants And Oral Surgery
09.2019 - 03.2022
- Educated patients prior to surgery regarding what to expect, how to treat pain and which side effects could occur.
- Prepared surgical area by ensuring that all necessary dental instruments were sterilized, and patients were ready.
- Maintained safe and clean working environment through proper sterilization of instruments and adherence to infection control protocols.
- Provided high-quality pre-surgical consultations, discussing potential risks, benefits, and alternatives with prospective patients.
- Improved patient comfort by providing oral and emotional support during surgical procedures.
- Promoted exceptional patient experiences from initial contact through post-operative followups.
Dental Assistant
Kawveh Nofallah DMD
09.2018 - 09.2019
- Cleaned and sanitized dental tools and equipment, straightened treatment rooms, and restocked supplies to prep for next patient and maintain health and safety practices.
- Maintained clean and sterile work environment to prevent cross-contamination and infection.
- Provided chairside assistance during examinations, improving dentist efficiency and patient satisfaction.
- Performed x-rays safely while adhering to radiation safety guidelines, ensuring high-quality diagnostic images for dentists'' evaluations.
- Successfully assisted dentist by performing four-handed dentistry and other chair-side duties.
- Explained treatment procedures and instructed patients on home care guidelines.
- Recorded patients' health histories, documented current symptoms, and pulled up records from prior visits for dentists to view and evaluate.
- Entered patient data into computer system, adhering to strict privacy laws and maintaining high level of accuracy.
Teller, Lead Teller, Banker I & Banker II
Wells Fargo
07.2013 - 12.2018
- Building relationships with existing customers as well as new customers
- Opening new accounts and maintaining current customers' accounts
- Processing loan applications, setting up partner referrals, and cross selling
- Assessing customer needs and introduce new products and services
- Managing risk at all times
- Complying with regulatory requirements
- Resolving Customers issues and provide relevant information
- Strong communication and time management skills
- Assist customers with routine account-related requests such as: funds transfers, automatic funds transfers, stop payments, inquiries about bank deposit products and service charges, inquiries about ATM and debit card usage and limits, inquiries about checking and savings accounts transactions, inquiries about funds availability, and check verification requests by third parties.
- Research and resolve customer problems between other bank departments when necessary.
- Cross-sell bank products and services based on customer needs.
- Balance customer checkbooks
- Perform customer requested research, including printing statement and check copies.
- Input, maintain and/ or delete ATM and debit cards within system.
- Escort appropriate bank personnel into vault and maintain dual control for safekeeping access and official check and ATM card requisition.
- Assist with operations processing specialist by verifying for accuracy of document images.
- Conduct call-backs to external check printing companies to verify customer information.
- Maintain bank's files for currency transaction reports, customer safekeeping receipts, loan and trust collateral receipts, commercial resolutions, powers of attorney, court orders, levies, miscellaneous deposit documentation and general correspondence.
Education
Dental Assistant -
Academy For Dental Assistants of St. Petersburg
St. Petersburg, FL11.2018
Skills
- Relationship building and management
- Customer Service-Oriented
- Sales expertise
- Cash Handling
- Financial Planning
- Fast Learner
Hobbies and Interests
- My Kids
- Cheerleading Coach
- Outdoors
- Building Life long Relationships
Timeline
Relationship Banker
Truist Bank
03.2022 - Current
Oral Surgery Assistant
Florida Dental Implants And Oral Surgery
09.2019 - 03.2022
Dental Assistant
Kawveh Nofallah DMD
09.2018 - 09.2019
Teller, Lead Teller, Banker I & Banker II
Wells Fargo
07.2013 - 12.2018
Dental Assistant -
Academy For Dental Assistants of St. Petersburg