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
05.2024 - 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
08.2023 - 04.2024
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.
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
06.2023 - 08.2023
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
01.2023 - 06.2023
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
01.2022 - 12.2022
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.
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
08.2018 - 01.2021
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
02.2016 - 05.2018
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, FL
05.2026
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
05.2024 - Current
Personal Banker
The First Bank
08.2023 - 04.2024
Loan Officer
Landmark Financial
06.2023 - 08.2023
Customer Service Representative
Stallworth Insurance
01.2023 - 06.2023
Bank Teller
Wells Fargo
01.2022 - 12.2022
Customer Service Sales Representative
Stallworth Insurance
08.2018 - 01.2021
Customer Service Representative
Navy Federal Credit Union
02.2016 - 05.2018
Asscosicate of Busniess Administration Ration -
Pensacola State College
Certification - Certified Clinical Medical Assistant
University of West Florida
High School Diploma -
Pace High School
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