Summary
Overview
Work History
Education
Skills
Timeline
CustomerServiceRepresentative

Cindy Marcum

Ocala,FL

Summary

Professional banking expert with extensive experience in client relationship management and financial advisory. Proven ability to drive client satisfaction and loyalty through effective financial solutions and strategic planning. Known for strong collaboration with team members and adaptability to changing market conditions, ensuring optimal results and seamless service delivery.

Overview

20
20
years of professional experience

Work History

Sr Relationship Banker

Truist Ban
12.2008 - Current

Daily client conversations on bank products and services. Loan and Simple mortgage applications. Outbound calling efforts to bring in business clients.

Personal Banker/ Sr Relationship Banker

SunTrust Now Truist Bank
12.2008 - Current

Daily conversations with client on bank Services and products. Account opening, loan applications. Ccg champion, lead champion, conducts daily branch huddles, and fill in leadership when Branch manager is not present.

Relationship Banker

Regions Bank
07.2007 - 03.2008

Servicing clients daily. Conversations on Bank products and servicing. Opening accounts. Loan applications.

Financial Specialist

SouthTrust Bank Wachovia
01.2005 - 06.2007

Daily client conversations on bank products and services. Loan and Simple mortgage applications. Outbound calling efforts to bring in business clients.

Education

Diploma -

Lake Weir High
Ocala, FL
05.2001

Skills

-Branch backup leadership

-Client servicing

Timeline

Sr Relationship Banker

Truist Ban
12.2008 - Current

Personal Banker/ Sr Relationship Banker

SunTrust Now Truist Bank
12.2008 - Current

Relationship Banker

Regions Bank
07.2007 - 03.2008

Financial Specialist

SouthTrust Bank Wachovia
01.2005 - 06.2007

Diploma -

Lake Weir High

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Cindy Marcum