Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Timeline
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COURTENAY WOOTEN

Signal Mountain,Tennessee

Summary

Accomplished financial professional with a seven-year industry record of superior service and relationship management. Builds rapport with account holders and operates with the highest integrity and discretion, boosting revenue through targeted product and service recommendations.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Senior Relationship Banker

Truist Bank
01.2018 - Current
  • Compiled information about new accounts, entered account information into bank system, and filed other related forms or other documents.
  • Consulted with Branch leadership to manage the execution of identified opportunities while mitigating risk and driving business growth.
  • Created customized packages for customers based on financial targets and current capabilities.
  • Boosted sales of loan products by offering services to new and established customers.
  • Met customers unique needs and achieved sales targets using consultative techniques.

Property Management

Wilson Properties, LLC
01.2013 - 01.2018
  • Managed all property records, including tenant files, financial accounts, and maintenance histories.
  • Directed A/P and A/R operations, including oversight of rent collection and security deposits.
  • Monitored leasing terms and conditions, making periodic adjustments to standard leases.
  • Mitigated unit vacancies through proactive lease renewals, frequent rental promotions, and tenant rewards programs.
  • Handled operational oversight for properties, including setting budgets and supervising office staff.

Education

Rule 31 Family Mediation, TN Supreme Court -

Jean Munroe & Associates
Knoxville, Tennessee
2012

BS - Political Science

The University of Tennessee at Chattanooga
1996

Skills

  • Conflict Resolution
  • Recordkeeping
  • Risk Management
  • Critical Thinking
  • Sales Techniques
  • Management
  • Organizational skills
  • Operations and Security Control
  • Task Prioritizing
  • Written & Oral Communication

Accomplishments

Truist Summit Award 2025 for reaching remarkable heights in excellence and achievement through incredible impact helping Clients leverage a Truist Credit Card Solution for their financial needs.

Certification

  • Security License, State of Tennessee, 2014 - 2025

Affiliations

Signal Mountain Community Guild

2023 - Present


Signal Mountain Lion’s Club

2024 - Present

Timeline

Senior Relationship Banker

Truist Bank
01.2018 - Current

Property Management

Wilson Properties, LLC
01.2013 - 01.2018

Rule 31 Family Mediation, TN Supreme Court -

Jean Munroe & Associates

BS - Political Science

The University of Tennessee at Chattanooga

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