Summary
Overview
Work History
Education
Skills
Affiliations
CUSTOMER RELATIONSHIP MANAGEMENT & CLIENT SERVICE
OPERATIONS, ADMINISTRATION & ORGANIZATIONAL SUPPORT
COMPLIANCE, RISK & PROFESSIONAL ACCOUNTABILITY
FINANCIAL OPERATIONS & BANKING SERVICES
Timeline
Generic

Aaliyah Ellis

Auburn,AL

Summary

Emerging banking and operations professional with experience in financial services, customer relationship management, compliance, and administrative operations. Demonstrated ability to balance rigorous academic commitments while excelling in regulated professional environments. Skilled in financial advising, operational support, risk management, client engagement, and process coordination. Seeking opportunities within banking, corporate operations, customer success, or administrative leadership while pursuing long-term goals within the legal profession.

Overview

8
8
years of professional experience

Work History

Relationship Banker II

Regions Bank
01.2025 - Current
  • Cultivated strong customer relationships through personalized banking solutions and attentive service.
  • Streamlined account opening processes, enhancing customer experience and reducing wait times.
  • Trained junior bankers on compliance protocols and best practices in financial services.
  • Analyzed customer needs to recommend tailored financial products, driving increased satisfaction and loyalty.

Personal Banker

PNC Financial Service Group
01.2022 - 01.2025
  • Developed and maintained strong client relationships through personalized banking solutions.
  • Analyzed client financial needs to recommend appropriate products and services.
  • Educated clients on digital banking tools and services to enhance user experience.
  • Collaborated with team members to streamline account opening processes and improve efficiency.

Office Assistant

Ellis Trucking & Logging
01.2018 - 01.2022
  • Cultivated strong customer relationships through personalized banking solutions and attentive service.
  • Streamlined account opening processes, enhancing customer experience and reducing wait times.
  • Trained junior bankers on compliance protocols and best practices in financial services.
  • Analyzed customer needs to recommend tailored financial products, driving increased satisfaction and loyalty.

Education

J.D. -

Birmingham School of Law
Birmingham, AL
05.2029

Bachelor of Science - undefined

Auburn University
01.2025

Associate of Science - undefined

Southern Union State Community College
01.2023

Skills

Financial Operations & Advising

Banking Compliance & Risk Management

Customer Relationship Management

Administrative Operations

Operational Coordination

Regulatory Compliance

Communication & Client Service

Critical Thinking & Problem Solving

Leadership & Team Collaboration

Process Improvement & Organization

Cross-Functional Collaboration

Confidentiality & Professionalism

Affiliations

  • Alpha Kappa Alpha Sorority, Incorporated – Member
  • District 5, Clay County Commissioner – Community Leader

CUSTOMER RELATIONSHIP MANAGEMENT & CLIENT SERVICE

  • Built and maintained strong client relationships through personalized service and consistent communication.
  • Resolved customer concerns efficiently by collaborating across departments and identifying client-focused solutions.
  • Delivered high-quality customer experiences in fast-paced, service-oriented environments.
  • Established trust and rapport with clients while maintaining professionalism and confidentiality.
  • Strengthened customer retention through proactive communication and relationship-building.

OPERATIONS, ADMINISTRATION & ORGANIZATIONAL SUPPORT

  • Processed payroll and maintained organized employee records with accuracy and confidentiality.
  • Coordinated scheduling, travel arrangements, and operational logistics for management and drivers.
  • Improved administrative workflow efficiency through organization and operational support.
  • Supported day-to-day business operations to ensure continuity and operational effectiveness.
  • Managed documentation, communication, and administrative tasks in fast-paced environments.

COMPLIANCE, RISK & PROFESSIONAL ACCOUNTABILITY

  • Maintained compliance with banking regulations, internal policies, and operational procedures.
  • Demonstrated strong attention to detail while handling confidential financial and employee information.
  • Applied critical thinking and ethical decision-making in regulated professional environments.
  • Reduced operational risk through procedural accuracy and policy adherence.
  • Maintained professionalism, discretion, and accountability in client-facing and administrative roles.

FINANCIAL OPERATIONS & BANKING SERVICES

  • Conducted client financial assessments to recommend personalized banking and financial solutions.
  • Maintained strict adherence to federal banking regulations including KYC and AML requirements.
  • Supported operational risk reduction through accurate account servicing and compliance management.
  • Generated referrals for mortgage, investment, and small business banking services.
  • Delivered professional financial support while maintaining high-volume client engagement.
  • Maintained operational accuracy and policy compliance within regulated banking environments.

Timeline

Relationship Banker II

Regions Bank
01.2025 - Current

Personal Banker

PNC Financial Service Group
01.2022 - 01.2025

Office Assistant

Ellis Trucking & Logging
01.2018 - 01.2022

Associate of Science - undefined

Southern Union State Community College

Bachelor of Science - undefined

Auburn University

J.D. -

Birmingham School of Law