Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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CIONE CHATMAN

Banking
Maricopa,AZ

Summary

Dynamic financial professional with a proven track record at Regions Financial Corporation, excelling in customer relations and financial analysis. Recognized for enhancing customer satisfaction through effective cross-selling and innovative solutions. Adept in retail banking and team leadership, consistently achieving performance goals while fostering strong client relationships.

Overview

15
15
years of professional experience

Work History

Financial Relationship Specialist

Regions Financial Corporation
Lafayette
05.2019 - 04.2025
  • Provides a consistent optimal customer experience, primarily handling customers’ transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing
  • Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts
  • Works to create and establish relationships with customers, remaining well-informed about the customer’s relationship with the bank
  • Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier
  • Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution
  • Refers customers to an internal team of experts when more complex financial goals and needs are recognized
  • Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs
  • Ensures safe and sound banking practices, including adherence to all applicable laws and regulations

Branch Ambassador

Capital One Bank
Baton Rouge
08.2018 - 01.2019
  • Live the company values of Excellence and Do the Right Thing
  • Act as a Customer Advocate
  • Contribute to a customer-centric culture, continuous improvement, innovation and change
  • Actively contributes to team's success
  • Own personal development and achievement of required responsibilities and skills-based behaviors
  • Greet customers/prospects in the lobby, on the teller line, or on the phone
  • Research and answer customer inquiries with the intent of enhancing customer retention and engagement
  • Consistently use needs-based assessment tools to analyze and determine customer needs
  • Take an active role in educating customers on other banking channels as well as other products and services - Leverage tools to recommend appropriate solutions in person, on the telephone, or via other channels
  • Maintain a working knowledge of the complete line of products and services offered; taking responsibility to keep up to date and request assistance for further development needs
  • Deliver on in-branch customer experience for all segments to ensure a quality customer experience - every customer every time
  • Process transactions within established policies and procedures to ensure operational excellence
  • Ensure all audit and security policies and procedures are followed in accordance with Bank policy and Federal regulations
  • Able to travel between branches in assigned local area

Customer Sales & Service Representative

Wells Fargo Bank
Birmingham
08.2015 - 12.2017
  • Provide excellent and prompt service in all customer interactions to ensure satisfaction
  • Follow up with customers who are referred by tellers based on confirmed needs
  • Complete teller job duties as necessary
  • Based on the specific store's needs a CSSR (LO) may spend a portion of time handling cash transactions
  • Have conversations with customers and conduct detailed financial reviews, suggest products and services that meet their needs and help them succeed financially
  • Contact customers by phone to follow up to ensure customer satisfaction, build relationships and address any additional financial needs based on the customers' financial priorities
  • Set performance goals and working with manager to increase effectiveness in serving customers and meeting their financial needs
  • Build loyalty while helping customers with service requests
  • Received Rock-star Teller award in July 2016 based on performance measures
  • Promoted from 20 hr to 30 hr Teller in January 2016/from Teller to Banker in July 2016
  • Financial Analysis (Credit Analysis, Loan Processing, Credit Valuation)
  • Retail Banking (Financial Services, Client Relations, Cashiering, Credit, Loans)
  • Retail Sales (Referrals, Sales, Cross Selling, Customer Satisfaction, Customer Experience)
  • Team Leadership
  • Microsoft Office (Microsoft Word, Microsoft Excel, PowerPoint)

Wal-Mart Supercenter

Sales Associates
Natchez
08.2010 - 10.2015
  • Identified needs of customers promptly and efficiently.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Completed day-to-day duties accurately and efficiently.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Recognized by management for providing exceptional customer service.

Education

Bachelor's - Business Administration Management

University of Southern Mississippi
Hattiesburg, MS
05.2016

Associate - Business Administration

Copiah-Lincoln Community College
Natchez, MS
05.2013

Skills

  • Financial Analysis
  • Credit Analysis
  • Loan Processing
  • Credit Valuation
  • Retail Banking
  • Financial Services
  • Client Relations
  • Cashiering
  • Credit
  • Loans
  • Retail Sales
  • Referrals
  • Sales
  • Cross Selling
  • Customer Satisfaction
  • Customer Experience
  • Team Leadership
  • Microsoft Office
  • Microsoft Word
  • Microsoft Excel
  • PowerPoint

Affiliations

  • Delta Sigma Pi, September 2014 - Present
    Alumni Member
    Professional Business Fraternity organized to foster the study of all business and commerce scholars,
    offering community service, fellowship, and a strive for a better society.

Timeline

Financial Relationship Specialist

Regions Financial Corporation
05.2019 - 04.2025

Branch Ambassador

Capital One Bank
08.2018 - 01.2019

Customer Sales & Service Representative

Wells Fargo Bank
08.2015 - 12.2017

Wal-Mart Supercenter

Sales Associates
08.2010 - 10.2015

Bachelor's - Business Administration Management

University of Southern Mississippi

Associate - Business Administration

Copiah-Lincoln Community College

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CIONE CHATMANBanking