Bryantiva Stallworth
Pensacola,FL
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Program Director
Real Women Radio Foundation
2024.05 - Current
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Recruited and trained staff and volunteers to upgrade collective team skills.
- Mentored team members for professional development, resulting in increased productivity and job satisfaction.
- Provided ongoing direction and leadership for program operations.
- Acquires, deepens, and maintains profitable client relationships through sales, prospecting and enhancing existing relationships
- Collaborated closely with executive leadership to develop strategic plans for long-term growth.
Personal Banker
The First Bank
2023.08 - 2024.04
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Processed deposits, withdrawals and ACH transfers accurately.
- Manages risk through adherence to all polices and procedures , demonstrates a sound judgment within established limits . Demonstrates a heightened scrutiny to identify and avoid loss . Participate in daily branch daily operation , ensuring they are completed in an efficient and accurate manner.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Ability to understand and interpret financial statements and cash flow analysis to assess and analyze financial conditions of companies and industry trends
Loan Officer
Landmark Financial
2023.06 - 2023.08
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Played a pivotal role in implementing new policies aimed at reducing delinquency rates among borrowers.
- Advised clients on mortgage, education and personal loans.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Explained very technical financial information to applicants in easy to understand language.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Assisted customers with completing loan applications and other paperwork.
- Educated potential clients on various loan options, guiding them towards informed decisions that fit their financial goals.
Customer Service Representative
Stallworth Insurance
2023.01 - 2023.06
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Updated account information to maintain customer records.
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Conducted regular quality assurance checks on interactions with customers to ensure agents were meeting established guidelines and standards for service excellence.
- Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels.
Bank Teller
Wells Fargo
2022.01 - 2022.12
- Placed orders for customer checks and verified starting numbers.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Monitored and verified suspicious activity on customer accounts.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Counted, verified and handled bank deposits and armored car transactions.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Resolved customer issues promptly, fostering positive relationships between the bank and its clients.
Customer Service Sales Representative
Stallworth Insurance
2018.08 - 2021.01
- Presented professional image consistent with company's brand values.
- Informed customers of promotions to increase sales productivity and volume.
- Kept detailed records of daily activities through online customer database.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Promoted new products and services to existing customers, driving revenue growth and satisfaction.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Customer Service Representative
Navy Federal Credit Union
2016.02 - 2018.05
- Managed forty-five plus accounts in the banking industry and insured quality to our clients
- Promptly responded to customer enquiries in person or via phone, email, mail or social media
- Quickly and efficiently opened customer accounts by accurately recording account information
- Maintained financial accounts by processing customer adjustments in a professional manner
- Increased customer base by 30% during the year 2018 due to the delivery of quick service
- Received 97% satisfaction rating from customers after completed phone or video call
- Kept records of customer interactions, processed customer accounts and filed documents
- Collaborated with team to quickly resolve customer complaints with appropriate action
- Effectively managed approximately 100 incoming calls daily
- Developed and improved the capabilities of sales representative team over the course of two years.
Education
Asscosicate of Busniess Administration Ration -
Pensacola State College
Pensacola, FL05.2026
Certification - Certified Clinical Medical Assistant
University of West Florida
12.2019
High School Diploma -
Pace High School
05.2015
Skills
- Customer Service
- Customer Relationship Management
- Account Management
- Mastery of Microsoft Office programs (Word, Excel, PowerPoint)
- Comfortable working in both Microsoft Windows 10 and Mac OS X.
- Excellent communication skills with a focus on team-building and customer relations.
- Outstanding organizational, multitasking, and problem-solving abilities.
- Fee Collection
- Cross-Selling Products
- Interpersonal Skills
- Banking operations knowledge
- Banking
- Effective leader
- Administration knowledge
- Program Leadership
- Staff Development
- Organizational Leadership
- Partnership Development
- Regulatory Compliance
Certification
- NMLS#: 2558275 License - [2024]
- Notary
Timeline
Program Director
Real Women Radio Foundation
2024.05 - Current
Personal Banker
The First Bank
2023.08 - 2024.04
Loan Officer
Landmark Financial
2023.06 - 2023.08
Customer Service Representative
Stallworth Insurance
2023.01 - 2023.06
Bank Teller
Wells Fargo
2022.01 - 2022.12
Customer Service Sales Representative
Stallworth Insurance
2018.08 - 2021.01
Customer Service Representative
Navy Federal Credit Union
2016.02 - 2018.05
Asscosicate of Busniess Administration Ration -
Pensacola State College
Certification - Certified Clinical Medical Assistant
University of West Florida
High School Diploma -
Pace High School
- NMLS#: 2558275 License - [2024]
- Notary
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