Crystal Pace
Somerville,TX
Summary
Resourceful Client Specialist known for high productivity and efficient task completion. Specialize in client relationship management, problem resolution, and process optimization. Excel in communication, adaptability, and teamwork to enhance service delivery and client satisfaction.
Overview
14
14
years of professional experience
Work History
Commercial Client Specialist
TRUIST
College Station, Texas
11.2022 - Current
- Provided customer service to clients by responding to inquiries, resolving issues, and providing support.
- Processed client orders accurately and efficiently.
- Maintained accurate records of client interactions and transactions, and entered calls and opportunities into Salesforce.
- Prospecting and creating pitchbooks for current and prospective clients through seismic.
- Created client plans for all of our clients in Bryan/College Station.
- Main point of contact for our Public Fund clients for any issues, ranging from RFPs to treasury and payments.
- Utilized multiple software systems to manage client accounts.
- Identified opportunities to improve processes related to client services.
- Assisted with onboarding new clients and training them on relevant procedures.
Senior Relationship Banker
Truist
Caldwell, Texas
06.2015 - 11.2022
- Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
- Analyzed loan applications to determine creditworthiness of prospective customers.
- Conducted financial reviews with clients to identify their current and future needs.
- Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
- Maintained up-to-date knowledge of regulations related to banking operations.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Modified, opened and closed customer accounts.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Balanced cash drawers on a daily basis.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Maintained accurate records of all transactions and balances within the vault.
Accounts Receivable Accountant
Gooseneck Trailer Manufacturing
Bryan, Texas
10.2010 - 06.2015
- Processed customer payments and applied them to the appropriate accounts receivable ledger.
- Created and maintained accurate records of all invoices, payments, credits and deductions.
- Reconciled daily cash receipts with general ledger entries.
- Resolved customer inquiries regarding billing discrepancies or other issues in a timely manner.
- Monitored customer accounts for non-payment or late payments.
- Analyzed balance sheets for mistakes and inaccuracies.
- Collaborated with external partners to complete audits.
Education
High School Diploma -
Caldwell High School
Caldwell, Texas05-2003
Skills
- Client Needs Assessment
- Performance Tracking
- Direct Sales
- Promotional support
- De-Escalation Techniques
- Order Processing
Accomplishments
- 5 Star Banker
- Top Branch Banker 8 times
Timeline
Commercial Client Specialist
TRUIST
11.2022 - Current
Senior Relationship Banker
Truist
06.2015 - 11.2022
Accounts Receivable Accountant
Gooseneck Trailer Manufacturing
10.2010 - 06.2015
High School Diploma -
Caldwell High School
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