Summary
Overview
Work History
Education
Skills
Accomplishments
Passions
Timeline
Generic

Colleen Valentine

Atlanta,GA

Summary

Experienced Manager | Customer Relations | Financial Strategies Talented Senior Banker offering 25 years of experience. Focused on developing and deepening productive customer relationships. Recognized on multiple occasions as top performer. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Veteran banking professional dedicated to team and business success. Knowledgeable about training employees, optimizing procedures and de-escalating challenging situations with a calm and professional approach. Analytical and detail-oriented with a demonstrated record of accomplishment in meeting sales and service goals.

Overview

26
26
years of professional experience

Work History

Senior Banker II

Ameris Bank
07.2023 - Current
  • Meet and exceed sales goals through targeted client relationship management and business development initiatives
  • Increased revenue by implementing retention and client protocols and focus on personalized service and follow up
  • Applying risk management strategies to safeguard against losses
  • Reorganized the loan opportunities, which expedited client retention and relationships while maintaining compliance with bank policy
  • Success with local ROAR marketing strategies that brought in new accounts, expanding the customer base
  • Spearheading financial literacy program for first responders and educators’ community, leading credit card sales within the team and enhancing overall client experience.

Senior Banker / Assistant Branch Manager

Truist Bank
06.2022 - 07.2023
  • Orchestrated the implemented client retention and growth that converted non client to long term clients by initiation financial literacy through branch level education
  • Facilitated internal audits, reducing discrepancy incidents year-over-year
  • Mentored a team of tellers and bankers, elevating branch customer service rankings
  • Collaborated with the regional manager to align branch goals with corporate initiatives, resulting in an increase in core banking products sales
  • Led community outreach programs that enhanced public relations and boosted bank visibility.

Elite Senior Banker / Floater Manager

Regions Bank
06.2019 - 08.2021
  • Insurance and Annuity sales
  • implementing client contact to increase and retain. Managed during COVID and exceeded sales goals by
  • Introduced a client feedback system that identified key areas for improvement, uplift in branch service scores
  • Elite manager achievement due to sales success.
  • Identified potential risks in loan applications, implementing thorough due diligence procedures to protect the bank''s interests.
  • Liaised with customers and funding sources to identify and remove roadblocks to business funding.
  • Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
  • Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
  • Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
  • Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.

Manager / Banker / Teller Manager / Float Coordinator

Wachovia / SouthTrust/ Wells Fargo
01.1999 - 10.2005
  • Managed floater schedule, Staff coverage
  • Loans, insurance sales.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Boosted employee morale and reduced turnover through development and implementation of comprehensive rewards and recognition program.

Education

Leadership Development Tier 2 -

Office Management -

MedTech / Javelin
Tucker, GA
06.2009

Skills

  • Customer Relationship Management
  • Business Development
  • Risk Management
  • Bank Policy Compliance
  • Staff Training & Development
  • Loan structuring
  • Operational Efficiency
  • Wealth Management
  • Developing work schedules
  • Mergers and Acquisitions
  • Investment AdvisoryOrganizational Skills
  • Team Leadership

Accomplishments

  • With over 20 years of experience in the banking industry, I have honed skills in customer relationship management, financial planning, and team management.
  • My career has a consistent history of exceeding sales goals and implementing strategies that drive customer satisfaction and operational efficiency.

Passions

Financial Literacy Advocacy: Dedicated to advocating for and teaching financial literacy in the local community, empowering individuals to make informed financial decisions.

Timeline

Senior Banker II

Ameris Bank
07.2023 - Current

Senior Banker / Assistant Branch Manager

Truist Bank
06.2022 - 07.2023

Elite Senior Banker / Floater Manager

Regions Bank
06.2019 - 08.2021

Manager / Banker / Teller Manager / Float Coordinator

Wachovia / SouthTrust/ Wells Fargo
01.1999 - 10.2005

Office Management -

MedTech / Javelin

Leadership Development Tier 2 -

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Colleen Valentine