Open To Work
Carly E. Houck
San Diego,CA
Work Preference
Summary
Driven financial services professional recognized for exceeding sales targets and cultivating lasting client relationships. Demonstrated ability to deliver personalized financial solutions, resulting in significant deposit growth and a consistent client satisfaction rate above 95%.
Overview
6
6
years of professional experience
Work History
Financial Service Representative
First Citizens Bank
Augusta, USA
05.2023 - 05.2026
- Prospected business and consumer clients to develop relationships via cold calls, visiting local businesses, and cross-selling walk-in clients.
- Originated consumer loans, opened and serviced deposit accounts, identified customer financial needs, and cross-sold bank products while consistently meeting sales goals.
- Maintained current bank relationships by conducting quarterly account reviews, and partnering with internal specialists (investments, business, merchant & treasury).
- Maintained monthly quotas (150%+) in all areas (deposits, non-checking deposits, lending, wealth, etc).
- Held Top 10 status out of the 200 peers nationwide that hold my job title.
Relationship Banker/Relationship Manager
Bank of America
North Augusta, USA
01.2021 - 05.2023
- Developed and maintained relationships with new account customers, Le checking, deposit.
- Educated clients on BORA financial products.
- Advised clients on financial health.
- Maintained monthly quotas on goals (cross-selling products and referring clients to different areas, i.e. investment products).
- Maintained a 95% satisfaction score on surveys given to clients.
Loan Analyst - Banking, Insurance, and Capital Markets (Contract)
Paypal (Confidential) Guidehouse
Augusta, Ga Remote
06.2020 - 12.2020
- Evaluated and authorized Pandemic Assistance Business Loans (PPP Loans), ensuring timely financial support for businesses during the pandemic.
- Evaluated and approved forgiveness applications in regard to business loans.
- Provided expert guidance to businesses on loan options and application processes, facilitating access to necessary funds.
Education
BBA - Finance
Augusta University
Augusta, GA05-2020
Skills
- Financial services sales
- Deposit strategies
- Customer onboarding
- Wealth referrals
- Cross-selling strategies
- Quota achievement
- Relationship management
Timeline
Financial Service Representative
First Citizens Bank
05.2023 - 05.2026
Relationship Banker/Relationship Manager
Bank of America
01.2021 - 05.2023
Loan Analyst - Banking, Insurance, and Capital Markets (Contract)
Paypal (Confidential) Guidehouse
06.2020 - 12.2020
BBA - Finance
Augusta University