Summary
Overview
Work History
Education
Skills
Certification
Timeline
Work Availability
SalesManager
Bria Edwards

Bria Edwards

Relationship Banker
Greenville,NC

Summary

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 helping clients understand financial needs, goals and options.

Overview

9
9
years of professional experience
2
2
Certification

Work History

Relationship Banker

Truist Bank
Tarboro, NC
01.2023 - Current
  • Exercising advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions
  • Meeting or exceeding client service as well as individual and branch sales targets by offering and selling products and services with focus on developing, expanding and retaining relationships
  • Supporting team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists
  • Advising consumer lending options and taking loan applications
  • Adhering to internal controls, operational procedures and risk management policies
  • Ensuring consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.
  • Managing 5-15 prospect contacts each work day
  • Committed to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients

Messaging Specialist

Truist Bank
Hybrid - Wilson, NC
11.2021 - 01.2023
  • Provided industry leading, personalized service to all clients by building rapport and providing timely solutions/alternatives for client needs through messaging platform
  • Interacted with new and existing Truist Consumer clients via messaging platform to find solutions to deepen their banking relationship
  • Open, referred or took application for solution at the direction of the client
  • Maintained require performance standards in quality and productivity while meeting client needs
  • Risk management using established policies, procedures, guidelines, regulations and laws to protect both clients and Truist from any unnecessary risk
  • Performed administrative tasks as it relates to following up with clients on identified financial solutions ,including follow up emails and calls
  • Interacted with up to 4 clients simultaneously.
  • Received, investigated and responded to customer inquiries regarding products, services and issues via all channels through which customers are served.

Client Service Specialist

Truist Bank
Wilson, NC
03.2021 - 11.2022
  • Delivered exceptional client service and distinctive client experience for a broad range of product sand services by answering inbound client calls, professionally and courteously
  • Delivered Truist's Perfect Client Experience (PCE) attributes of reliable, responsive, empathetic and competent with each client interaction, always employing the LAST (Listen, Apologize, Solve and Thank) model with each client
  • Assessed client needs and suggested appropriate products and services
  • Opened new accounts and complimentary services that meet client needs
  • Maintained required performance standards (e.g
  • Quality, attendance, promptness)
  • Accurately addressed client questions and concerns with emphasis on minimal client effort
  • Referred complex or reoccurring issues to second level support and/or a Client Care Team Leader
  • Ensured security of client information and assist with minimizing bank losses by performing appropriately defined client authentication for each call received
  • Identified possible identity theft and fraud and escalate for followed-up and risk mitigation
  • Accurately completed call wrap-up tasks and documentation to support training, forecasting and trending analyses
  • Actively engaged in providing feedback to improve communications and business processes
  • Maintained high levels of client satisfaction through Truist's Voice of the Client (VOC) program
  • Assisted in the resolution and tracking of client complaints
  • Ensured each complaint is logged with detailed explanation of the issue and its resolution
  • Ensured each complaint is routed to appropriate queue for tracking and reporting purposes
  • Embraced ongoing personal and professional growth and development by participating in required and voluntary educational opportunities
  • Managed 50-90 calls per day

Telesales Representative

Victra - Verizon Wireless Authorized Retailer Retailer
Winterville, NC
08.2020 - 03.2021
  • Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases
  • Increased sales by 7% over 2 months by offering consultation on products and services and applying customer service and upselling techniques
  • Educated associates on market trends and stayed up-to-date on forecasts and telecommunications news
  • Opened new accounts and documented personal, demographic, and payment information in system
  • Answered inbound telephone calls from interested customers to persuasively discuss offerings
  • Overcame objections using friendly, persuasive strategies
  • Answered questions about company offerings with knowledgeable responses about products and services.

Sr Sales and Service Representative

First Citizens Bank
Winterville, NC
09.2019 - 09.2020
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs
  • Worked closely with management to strategize sales techniques to increase branch production and customer service
  • Cash handling
  • Account reconciliation
  • Processed incoming cash and coin deliveries.
  • Discovered and contacted 75-120 leads per week

Office Manager

Laughinghouse Farms, Inc
Greenville, NC
03.2019 - 08.2019
  • Performed billing, collection and reporting functions for office
  • Recruited and hired qualified candidates for vacant and new positions
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving
  • Verified and completed 11 salaried and hourly employee time cards to prepare accurate weekly payroll
  • Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
  • Solved problems timely and effectively, ensuring customer satisfaction
  • Cash handling
  • Bank deposits
  • Reports using Excel

Accounts Payable Clerk

Equipment Plus TFS
Greenville, NC
07.2018 - 02.2019
  • Kept vendor files accurate and up-to-date to expedite payment processing
  • Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft
  • Paid vendors by monitoring discount opportunities and paid employees by receiving and verifying expense reports
  • Generated financial statements and reports detailing accounts receivable status
  • Input financial data and produced reports using Quickbooks
  • Entered figures using 10-key calculator to compute data quickly
  • Reconciled processed work by verifying entries and comparing system reports to balance

Customer Service Representative

Wells Fargo
Greenville, NC
07.2017 - 08.2018
  • Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions
  • Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions
  • Answered constant flow of customer calls with up to 125 calls in queue per minute
  • Suggested new procedure to persuade cancelling customers to stay with company, resulting in decrease in cancellations
  • Provided primary customer support to internal and external customers in fast-paced environment
  • Accessed CARS and iTop to assist customers and internal departments

Office Assistant

Food Lion
Greenville, NC
04.2014 - 08.2018
  • Supervised up to 7 cashiers during shifts
  • Scheduling
  • Cash handling
  • Processed incoming cash and coin deliveries
  • Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
  • Interacted with customers professionally by phone, email or in-person to provide information and direct to desired staff members
  • Processed payments and documented account changes for financial accuracy and transparency
  • Worked with upper management to complete complex projects on tight budgets within specific timelines
  • Coordinated, scheduled and arranged meeting and travel calendars, including business and social events
  • Remained solutions-oriented in face of complex problems to assist management and overall business direction

Medical Receptionist

Carolina Vision Care
Greenville, NC
08.2016 - 11.2017
  • Maintained current and accurate medical records for over 500 patients
  • Completed skilled administrative work to support all office staff and operational requirements
  • Documented patient medical information, case histories and insurance details to facilitate smooth appointments and payment processing
  • Checked patient data including insurance, demographic and health history to keep information current
  • Used computerized data management systems to organize immense datasets and coordinate care details for large patient bases
  • Collected payments from patients

Education

High School Diploma -

North Pitt High School
Bethel, NC

Associate of Applied Science - Business Administration

Edgecombe Community College
Tarboro, NC
08.2021 - Current

Skills

  • Customer Focused
  • Prospecting Clients
  • Complaint resolution
  • Creative problem solving
  • Service standard compliance
  • Client Needs Assessment
  • Customer Complaint Resolution
  • Risk Management
  • Critical Thinking
  • Fraud Prevention
  • Commitment To Quality
  • Inbound And Outbound Calling

Certification

  • CNP - Certified Notary Public
  • Microsoft Information Technology Academy, Microsoft - May 2012
  • Gold Career Readiness Certificate-May 2014

Timeline

Relationship Banker

Truist Bank
01.2023 - Current

Messaging Specialist

Truist Bank
11.2021 - 01.2023

Client Service Specialist

Truist Bank
03.2021 - 11.2022

Telesales Representative

Victra - Verizon Wireless Authorized Retailer Retailer
08.2020 - 03.2021

Sr Sales and Service Representative

First Citizens Bank
09.2019 - 09.2020

Office Manager

Laughinghouse Farms, Inc
03.2019 - 08.2019

Accounts Payable Clerk

Equipment Plus TFS
07.2018 - 02.2019

Customer Service Representative

Wells Fargo
07.2017 - 08.2018

Medical Receptionist

Carolina Vision Care
08.2016 - 11.2017

Office Assistant

Food Lion
04.2014 - 08.2018

High School Diploma -

North Pitt High School

Work Availability

monday
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