COREY SMITH

Tasked with fostering and sustaining robust relationships with business clients by comprehending their financial requirements, delivering customized banking solutions, and proactively identifying new business opportunities to expand the client portfolio, all while ensuring customer satisfaction and retention through continuous support and guidance, as well as actively seeking new business for the bank.

• Collaborated with team members to turn service inquiries into sales opportunities.
• Managed daily customer transactions, including deposits, withdrawals, and transfers, ensuring accuracy and efficiency.
• Resolved customer complaints and inquiries, ensuring high levels of customer satisfaction.
• Developed excellent rapport with custom builders to expand opportunities for growth.
• Provided financial advice to clients, helping them make informed decisions about savings, loans, and investment products.
• Identified cross-selling opportunities within a portfolio of existing clients in order to grow revenue.

Provided guidance to customers in choosing various accounts and financial services, effectively promoting the bank's offerings through the initiation, management, and closure of all account types.
Originated and financed new loans and lines of credit, including signature, auto, and home equity loans, while overseeing customer portfolios to ensure optimal satisfaction.
Executed clerical tasks within the branch, and fostered business growth by nurturing customer relationships, and directing clients to the appropriate personnel for additional services.
Took ownership of customer inquiries and complaints, ensuring prompt resolution to enhance client satisfaction.
Engaged in sales meetings with prospective clients, showcasing bank products, and delivering exceptional customer service in line with the bank's standards.
Cultivated business through a robust referral network by maintaining diligent follow-up, and providing outstanding service.
Frequently supported tellers with cash counts and end-of-day reconciliations, including vault balancing.