Charneil Moreland
Flint,Tx
Summary
Financial professional with proven expertise in management and sales strategy. Demonstrates strong work ethic and adaptability in dynamic environments. Exceptional interpersonal skills enhance client relationships and team collaboration. Proficient in a diverse range of financial activities.
Overview
11
11
years of professional experience
Work History
FINANCIAL ASSISTANT MANAGER
BANK OF AMERICA
06.2018 - Current
- Grew small and commercial business and home lending through strategic acquisition and relationship deepening, achieving over 100% growth each quarter.
- Maintained sole custodian of the cash vault, risk, and management within the center.
- Keep in compliance with federal regulations to deviate reputational and operational risk.
- Instructed sales meetings to achieve performance goals.
- Networked at events and collaborated with partners to enhance market share within community.
SALES ASSOCIATE
DAVID’S BRIDAL
02.2018 - 03.2019
- Guided bridal parties in selecting and accessorizing for weddings, ensuring a positive and memorable experience.
- Cultivated strong relationships with clients to enhance customer satisfaction and loyalty.
- Trained and mentored newly hired bridal consultants to improve service delivery and team cohesion.
RELATIONSHIP BANKER II / SUPERVISOR
SOUTHSIDE BANK
01.2015 - 06.2018
- Maintained knowledge of sales strategies and preferred offerings, leading to $400,000 in marine commercial and consumer loans each year.
- Assisted clients with their auto lending needs, resulting in $200,000 in revenue each year.
- Assisted customers with banking needs, facilitating sales of banking products and services.
- Supervised staff on a daily basis to maintain quality service and performance.
- Initiated new accounts for clients to provide access to banking services.
- Process diverse types of consumer and business loans
- Executed teller transactions, supporting customers in their banking activities.
- Ensured facility opened and closed securely and efficiently.
Education
B.S. - ECONOMICS & FINANCE
SOUTHERN NEW HAMPSHIRE UNIVERSITY
12-2017
A.S. - SCIENCE
JACKSONVILLE COLLEGE
12-2013
Skills
- Financial statement preparation
- Regulatory compliance
- Risk management
- Cash management
- Sales strategy development
- Operational excellence
- Team leadership
- Problem solving
- Relationship building
- Customer service
Volunteer Experience
Treasurer Board of Directors, Socialworx Advocacy Group
12/2022 - 06/2024
- Facilitated, organized, and worked events for awareness of the nonprofits mission.
- Responsible for all finances and securities for the corporation.
- Executed monthly Statement of Financial Position and the Statement of Activities nonprofit accounting reports.
Timeline
FINANCIAL ASSISTANT MANAGER
BANK OF AMERICA
06.2018 - Current
SALES ASSOCIATE
DAVID’S BRIDAL
02.2018 - 03.2019
RELATIONSHIP BANKER II / SUPERVISOR
SOUTHSIDE BANK
01.2015 - 06.2018
B.S. - ECONOMICS & FINANCE
SOUTHERN NEW HAMPSHIRE UNIVERSITY
A.S. - SCIENCE
JACKSONVILLE COLLEGE