Cherl McLeroy
Chipley,FL
Summary
Knowledgeable Relationship banker with solid background in managing client relationships and providing tailored financial solutions. Demonstrated ability to enhance customer satisfaction and foster long-term partnerships. Proven expertise in cross-selling banking products and resolving customer issues professionally.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Relationship Banker Team Lead
Regions Bank
08.2015 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Personal Banker
Wells Fargo
09.2009 - 08.2015
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
High School Diploma -
Chipley High
Chipley, FL05-1994
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
- Money handling
Accomplishments
- Licensed through the State of Florida to sell fixed annuities and life insurance.
- Supervised team of 4 staff members.
Certification
- Licensure Series 6 && Fixed Annuity and Life Insurance
Timeline
Relationship Banker Team Lead
Regions Bank
08.2015 - Current
Personal Banker
Wells Fargo
09.2009 - 08.2015
High School Diploma -
Chipley High
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