Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

BRENDA ROACH

Cape Coral,FL

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Sr Relationship Banker

Truist Bank
02.2019 - Current
    • Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
    • Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
    • Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
    • Developed new business by actively prospecting potential customers and maintaining strong referral networks.
    • Collaborated with branch team members to achieve sales targets and improve overall performance.
    • Resolved complex customer issues, resulting in increased trust and loyalty among clients.
    • Mentored junior Relationship Bankers, sharing best practices for success in the role.
    • Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
    • Maintained up-to-date knowledge of lending regulations, ensuring compliance in all transactions.
    • Mentored new loan originators, sharing industry knowledge and best practices for successful outcomes.

Assistant Branch Manager

Regions Bank
02.2018 - 02.2019
  • Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
  • Streamlined branch operations for increased efficiency through implementation of new processes and procedures.
  • Supported Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication among team members.
  • Developed strong relationships with key clients, contributing to significant growth in business revenue.
  • Assisted in achieving branch sales goals by identifying potential cross-selling opportunities and promoting bank products and services.
  • Managed risk effectively through strict adherence to compliance guidelines, minimizing financial losses due to fraud or errors in transactions.
  • Trained and mentored new employees, fostering positive work environment that led to higher retention rates.
  • Worked closely with processors and underwriters to expedite approval of loans while maintaining high-quality standards.
  • Built long-term relationships with clients by offering attentive service and ongoing support for their life insurance needs.

Sr Banker

Fifth Third Bank
09.2007 - 02.2018
  • Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
  • Developed long-lasting relationships with clients, resulting in expanded customer base and increased referral
  • Managed diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
  • Collaborated with cross-functional teams to design and implement new products and services for bank''s clientele.
  • Increased loan application approvals by developing and maintaining strong relationships with borrowers and underwriters.
  • Reduced processing time by proactively addressing potential issues in loan applications, ensuring accurate documentation.

Education

Some College (No Degree) - Business Administration And Management

Bryant And Stratton College
North Olmsted, OH

Trade License - Trade License

Polaris Career Center
Cleveland, OH

Skills

    • Loan Origination
    • Wealth Management
    • Cash Flow analysis
    • Portfolio Management
    • Technical Analysis
    • Incoming Call Management
    • Account Administration
    • Customer Service
      • Project Coordination
      • Loan Processing
      • Document Review
      • Computer Skills
      • Issue Resolution
      • Multiple Priorities Management
      • Strong Work Ethic

Accomplishments

Ranked top 10% in Bancorp (Fifth Third Bank) 2016,2017


Ranked #1 Lee County Fl Banker of the year (Fifth Third Bank) 2017

Certification

  • Licensed Life, Health, Annuity Agent
  • NMLS
  • Notary

Timeline

Sr Relationship Banker

Truist Bank
02.2019 - Current

Assistant Branch Manager

Regions Bank
02.2018 - 02.2019

Sr Banker

Fifth Third Bank
09.2007 - 02.2018

Some College (No Degree) - Business Administration And Management

Bryant And Stratton College

Trade License - Trade License

Polaris Career Center

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BRENDA ROACH