Carson Miles
Cornelius,NC
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.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Bank of America
08.2022 - Current
- Managed cash transactions such as deposits and withdrawals
- Received and accept cash from merchants and customers
- Posted deposit and withdrawal transactions to customers' accounts via teller system
- Opened both consumer checking accounts and Business Checking accounts
- Responsible for creating and maintaining positive relationships with all clients
- Helped educate clients on checking, savings, and other banking products
- Took charge when leadership was unavailable and assisted co-workers with questions and concerns.
- Analyzed customers' financial information to deliver personalized account guidance.
- Implemented strategies to increase customer retention, enabling investment growth.
Teller
Wells Fargo
07.2021 - 08.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Educated customers on use of banking website and mobile apps.
Consultant Non-Licensed
TIAA
02.2020 - 05.2020
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Integrated technology and business operations to identify targeted solutions to customer issues.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Collected, arranged, and input information into database system.
- Evaluated customer needs and feedback to drive product and service improvements.
Quoting Coordinator
Lowe's Companies, Inc.
11.2018 - 02.2020
- Responsible for building accurate quotes to ensure that quotes are sold to clients
- Tasked with ensuring product knowledge as well as job were correctly sold to contractors
- Tasked with assisting with all new hire training
- Assists supervisors with coming up with ideas to improve the job and increase efficiency
- Met Sales Goals on a daily basis to ensure that clients construction was not impacted.
Talent Acquisition HR Service Center Administrator
Lowes Home Improvment
- Responsible for reviewing all field applicants resumes daily to ensure they meet the minimum requirements dictated by the position applied to
- Sending qualified candidates to the Talent Acquisition team and removing all disqualified candidates in the Applicant Tracking System
- Responsible for leading the team on projects assigned by the manager within a defined time frame
- Assisting Supervisors with ideas that could further improve the Talent Acquisition Model
- Participated in shadowing every aspect of the TA model to become well rounded and knowledgeable on all perspectives of the TA Model
- Part of a select number of individuals responsible for helping with the recreation of Lowes Human Resources and Talent Acquisition from the very bottom all the way to the very top.
- Troubleshot employee concerns and recommended corrective actions to resolve issues.
- Coordinated with human resources department to handle payroll and personnel databases.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Collected, arranged, and input information into database system.
Education
MBA Candidate -
B.S. Business Organizational Communications -
University of North Carolina
Charlotte, NC08.2018
Skills
- Microsoft Office (Excel, Word, PowerPoint)
- Outlook
- ATS (Applicant Tracking System)
- Customer Service
- Information Management
- Employee Supervision
- Attention to Detail
- Team Collaboration
- Deadline Adherence
- Team Building and Leadership
- Decision-Making
- Relationship Development
Timeline
Relationship Banker
Bank of America
08.2022 - Current
Teller
Wells Fargo
07.2021 - 08.2022
Consultant Non-Licensed
TIAA
02.2020 - 05.2020
Quoting Coordinator
Lowe's Companies, Inc.
11.2018 - 02.2020
Talent Acquisition HR Service Center Administrator
Lowes Home Improvment
MBA Candidate -
B.S. Business Organizational Communications -
University of North Carolina
Similar Profiles
Yaquelin GuevaraYaquelin Guevara
Relationship Manager Business Owner Specialist at Bank Of AmericaRelationship Manager Business Owner Specialist at Bank Of America
DEVI SITHDEVI SITH
Operations Consultant at Bank of AmericaOperations Consultant at Bank of America
Nicholas ShakanNicholas Shakan
Vice President, Portfolio Manager at Bank of America Private BankVice President, Portfolio Manager at Bank of America Private Bank
AUSTIN MONREALAUSTIN MONREAL
Relationship Banker at Bank of AmericaRelationship Banker at Bank of America
Ben RouthBen Routh
Sales Associate Supervisor at Greater Golf ExpressSales Associate Supervisor at Greater Golf Express