Candis Wirt
Somerville,TN
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 making customers understand financial needs, goals and options. Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele. Business-minded Relationship Banker II bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.
Overview
18
18
years of professional experience
Work History
Relationship Banker II
Trustmark Bank
01.2016 - Current
- Maintain in-depth product and service knowledge for well-informed customer advice.
- Cultivated strong customer relationships by providing tailored advice and services.
- Analyze customers' financial information to deliver personalized account guidance.
- Assist customers with completing required forms for opening and closing bank accounts.
- Answer customer questions and explained available services such as deposit accounts, bonds, and securities.
- Implement strategies to increase customer retention, enabling investment growth.
- Process customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Facilitate customer transactions, including deposits, withdrawals and transfers.
- Continuously boost branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Ensure customer satisfaction and quality service by adherence to the company’s policies and standards through supervising, coaching, and providing ongoing training to the Teller associates as well as overall responsibility for the branches safekeeping of any of its cash or cash equivalent items.
Retail Banker
Fort Sill National Bank
04.2014 - 10.2015
- Identified, marketed and recommended bank products and services to achieve individual sales.
- Engaged customers in needs-based conversations to identify opportunities and address banking plans and credit card needs.
- Identified and reported suspicious patterns of activity to reduce money laundering.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Reached out, generated appointments and built new relationships to grow business.
- Assisted customers with banking needs and inquiries.
Sales Associate
Old Navy
08.2008 - 04.2014
- Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
- Helped customers locate products and checked store system for merchandise at other sites.
- Prepared merchandise for sales floor by pricing or tagging.
- Greeted customers and helped with product questions, selections, and purchases.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Used POS system to process sales, returns, online orders, and gift card activations.
- Answered questions about store policies and addressed customer concerns.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Trained and supervised new employees to use selling strategies and apply best practices.
- Worked to meet or exceed special targets for credit card applications, special donations and specific product promotions.
Education
No Degree - Nursing
Southwest Tennessee Community College
High School Diploma -
Fayette Ware Comprehensive High School
05.2003
Skills
- Analytical Thinking
- Team Player
- Effective Customer Communication
- Financial Processes Understanding
- Conflict Resolution Techniques
- Creative Thinking
- Solution Planning
- Cash Handling
- Banking Operations Knowledge
- High-Volume Environments
- Sales Expertise
Accomplishments
Teller of The Month- Trustmark Bank
Outstanding Delegate- FWCHS National Honor Society
Junior Ambassador- Southwest Tennessee Community College
Timeline
Relationship Banker II
Trustmark Bank
01.2016 - Current
Retail Banker
Fort Sill National Bank
04.2014 - 10.2015
Sales Associate
Old Navy
08.2008 - 04.2014
No Degree - Nursing
Southwest Tennessee Community College
High School Diploma -
Fayette Ware Comprehensive High School