Summary
Overview
Work History
Education
Skills
Timeline
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Cheryl Woodard

West End,NC

Summary

Dynamic and results-oriented professional with extensive experience at First Horizon Bank, excelling in relationship building and financial advising. Demonstrated success in business development and customer service, achieving significant client base expansion through effective sales strategies and community engagement. Skilled in portfolio management and credit assessment, consistently enhancing customer satisfaction and financial outcomes.

Overview

10
10
years of professional experience

Work History

Relationship Banker

First Horizon Bank
06.2022 - 02.2025
  • 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.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
  • Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
  • Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
  • Improved customer satisfaction by offering expedited service for loan and credit applications.
  • Actively participated in community events to promote bank services, expanding market reach.
  • Tailored investment advice to align with clients' financial goals, fostering long-term growth.
  • Achieved high levels of client acquisition through effective networking and referral strategies.

Patient Care Coordinator

Surgery Center of Pinehurst
05.2021 - 06.2022
  • Managed sensitive patient information with strict adherence to HIPAA guidelines, maintaining confidentiality and privacy at all times.
  • Provided exceptional customer service by addressing concerns, answering questions, and ensuring patient satisfaction with their care experience at the clinic.
  • Enhanced patient satisfaction by efficiently scheduling appointments and managing patient flow.
  • Streamlined communication between patients and healthcare providers, ensuring timely responses to inquiries and concerns.
  • Communicated with insurance companies to verify coverage and obtain authorizations for medical treatments and procedures.
  • Collaborated with interdisciplinary teams to create seamless transitions between various stages of treatment plans, enhancing continuity of care.
  • Acted as a knowledgeable resource for patients seeking information about community resources and support services available to them in their healthcare journey.
  • Reduced wait times by implementing an effective appointment reminder system for patients, minimizing no-shows and late arrivals.
  • Provided compassionate support for families during difficult healthcare decisions, acting as a liaison between them and their loved ones'' medical team.
  • Managed patient records with strict adherence to confidentiality and accuracy standards.
  • Coordinated scheduling of appointments to maximize healthcare providers' availability and patient convenience.
  • Analyzed patient satisfaction surveys to identify areas for improvement and implement changes.
  • Facilitated communication between patients and healthcare teams, ensuring clarity and understanding of treatment options.
  • Enhanced patient satisfaction by coordinating timely care and addressing individual needs.
  • Compiled and maintained patient medical records to keep information complete and up-to-date.
  • Responded to inquiries by directing calls to appropriate personnel.

Senior Relationship Banker

Woodforest National Bank
06.2019 - 06.2022
  • Optimized client service to achieve target objectives.
  • Achieved sales and service objectives by delivering tailored financial solutions to meet client needs.

Team Leader, Branch Banker IV

BB&T Bank
04.2015 - 06.2020
  • Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
  • Managed conflict resolution among team members, fostering a positive and collaborative work environment.
  • Maintained an inclusive and diverse team culture, promoting respect and understanding among all members.
  • Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
  • Collaborated with other department leaders to establish shared goals and ensure alignment across teams.
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
  • Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
  • Increased customer satisfaction ratings by closely monitoring service quality standards and addressing any issues promptly.
  • Provided ongoing support to direct reports, addressing concerns or questions promptly so they could remain focused on their tasks.
  • Streamlined workflows for increased efficiency, reducing turnaround times for critical tasks.
  • Coordinated resources effectively to meet project deadlines and achieve desired results.
  • Led cross-functional teams to execute projects on time, within budget, and with high-quality outcomes.
  • Motivated team members to surpass their targets, recognizing and rewarding their achievements.
  • Enhanced team productivity by implementing efficient task delegation and regular performance evaluations.
  • Optimized resource allocation, ensuring projects were delivered within budget and scope.
  • Developed and executed training programs that significantly improved team skills and morale.
  • Achieved project milestones ahead of deadlines, coordinating effectively with stakeholders and managing resources efficiently.
  • Built and maintained strong client relationships, leading to repeat business and referrals.
  • Implemented comprehensive reporting system to track team performance and identify areas for improvement.
  • Increased customer satisfaction with prompt and accurate issue resolution, leading dedicated customer service team.
  • Conducted thorough market research to guide strategic decisions and maintain competitive advantage.
  • Led by example, demonstrating commitment and professionalism that inspired team members to excel.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Evaluated staff performance and provided coaching to address inefficiencies.
  • Generated reports detailing findings and recommendations.
  • Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
  • Strengthened client relationships, offering tailored financial advice to meet individual needs.
  • Improved customer satisfaction by providing personalized banking solutions and efficient service.
  • Implemented sales strategies for the promotion of various banking products and services.
  • Developed new business opportunities through participation in community events, networking, and referrals from satisfied customers.

Education

Business Management

Villanova University
Villanova, PA

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Financial services
  • Financial advising
  • Loans
  • Business development
  • Community relations
  • Policy development and implementation
  • Loan origination
  • Employee motivation
  • Loss prevention
  • Resourcefulness
  • Portfolio management
  • Credit assessment

Timeline

Relationship Banker

First Horizon Bank
06.2022 - 02.2025

Patient Care Coordinator

Surgery Center of Pinehurst
05.2021 - 06.2022

Senior Relationship Banker

Woodforest National Bank
06.2019 - 06.2022

Team Leader, Branch Banker IV

BB&T Bank
04.2015 - 06.2020

Business Management

Villanova University

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Cheryl Woodard