Chalen Patterson
Atlanta,GA
Summary
Dynamic Account Executive with proven expertise in candidate sourcing and client engagement. Skilled in cultivating partnerships and enhancing collaboration to drive operational efficiency.
Overview
11
11
years of professional experience
Work History
Account Executive
ProCare Therapy
Atlanta, GA
04.2024 - 08.2025
- Managed recruitment processes for school districts to hire education professionals nationwide.
- Developed and maintained pipelines of qualified candidates to fulfill hiring needs.
- Cultivated strong relationships with school district officials to enhance collaboration.
- Served as liaison between schools and candidates to facilitate effective communication.
Branch Helpline Specialist
Truist Bank
Atlanta, GA
03.2022 - 03.2024
- Directed Branch Support activities, including task assignments, training, and guidance.
- Coordinated client onboarding processes for new accounts and services.
- Facilitated communication between departments to streamline operations.
- Assisted branches with operational inquiries related to bank procedures and documentation review.
Financial Service Specialist
Regions Bank
Atlanta, GA
03.2021 - 03.2022
- Facilitated client and internal communications regarding account openings, closings, and asset transfers.
- Maintained accurate account documentation and organized files systematically.
- Processed basic Trust transactions efficiently and accurately.
- Monitored accounts regularly, alerting leadership to overdrafts or significant balances.
- Complied with all regulatory requirements, standards, guidelines, policies, and procedures.
- Developed and organized PowerPoint presentations and Excel spreadsheets for reporting purposes.
Lead Relationship Banker
Ameris Bank
Atlanta, GA
10.2018 - 03.2021
- Executed approvals aligned with bank policies to facilitate transaction completion.
- Conducted financial needs assessments to identify client goals and objectives.
- Collaborated with service manager to ensure timely completion of control tasks.
- Partnered with bankers to develop proactive relationships and motivate tellers.
- Fostered strong client relationships through tailored banking solutions.
- Guided clients in comprehending financial products and services available.
Customer Service Representative
Verizon Wireless
Atlanta, GA
12.2016 - 09.2018
- Actively listened to customer calls to identify and resolve issues effectively.
- Built strong customer relationships, fostering loyalty and trust.
- Troubleshot and resolved diverse issues related to devices, billing, and services.
- Generated enthusiasm for new solutions and products to enhance customer experience.
Customer Service Rep/ Lead Bank Teller
First Bank
Wilmington, NC
01.2015 - 12.2016
- Maintained and audited cash drawer per policy and schedule.
- Supervised bank tellers to ensure accurate cash management.
- Investigated causes of cash drawer discrepancies to resolve overages or shortages.
- Motivated bank tellers to uphold professionalism and customer service.
- Trained new tellers on banking practices and procedures.
Bank Teller
City National Bank
Charleston, WV
03.2014 - 10.2014
- Delivered prompt and accurate payment services to all bank customers.
- Cross-sold bank products by referring potential customers to platform staff.
- Ensured adherence to all regulatory compliance policies and procedures.
Education
Associates of Applied Science - Business Management
West Virginia Kanawha Valley Community and Technical College
Charleston, WV01.2011
Skills
- Candidate sourcing
- Client onboarding
- Customer relationship management
- Recruitment strategy
- Regulatory compliance
- Data analysis
Timeline
Account Executive
ProCare Therapy
04.2024 - 08.2025
Branch Helpline Specialist
Truist Bank
03.2022 - 03.2024
Financial Service Specialist
Regions Bank
03.2021 - 03.2022
Lead Relationship Banker
Ameris Bank
10.2018 - 03.2021
Customer Service Representative
Verizon Wireless
12.2016 - 09.2018
Customer Service Rep/ Lead Bank Teller
First Bank
01.2015 - 12.2016
Bank Teller
City National Bank
03.2014 - 10.2014
Associates of Applied Science - Business Management
West Virginia Kanawha Valley Community and Technical College