Dalvin Harris
Coffeeville,MS
Summary
Accomplished Financial Services Representative with a proven track record at Oxford University Bank, adept in financial reporting and customer relationship management. Excelled in developing market strategies and enhancing community relations, achieving significant sales goals. Skilled in regulatory compliance and mentoring teams, demonstrating exceptional leadership and analytical capabilities.
Overview
8
8
years of professional experience
Work History
Financial Services Representative
Oxford University Bank
06.2017 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Maintained updated records of all financial transactions to support traceability.
- Devised and implemented controls and procedures to promote financial accuracy.
- Produced financial statements and reports to comply with regulations.
- Collaborated with cross-functional teams to develop and implement market research strategies.
- Utilized specialized software to capture and process data.
- First Responder to Compliance Operations and Retail Banking
- Responsible for opening and closing accounts
- Account Analysis and Keying Concepts
- Community Liaison to develop a solid relationship with Lafayette County and surrounding areas
- Represented organization through public speaking and community engagement
- Collaborated with team members to expand marketing strategies
Teller Coordinator
Renasant Bank
05.2017 - 06.2017
- Assisted tellers in cashing checks by verifying signatures and amounts..
- Provided extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
- Complied with internal controls and federal regulations by implementing various methods.
- Addressed customer issues and conflicts, applying listening and communication skills to promote quick resolution.
- Recognized potential sales opportunities to cross-sell appropriate products and services to clients and make qualified referrals.
Substitute Teacher
Sub- Teach USA
01.2017 - 05.2017
- Upheld classroom routines to support student environments and maintain consistent schedules.
- Maintained day-to-day classroom management and discipline to promote learning initiatives.
Education
Associate of Applied Science -
Northwest Community College
Senatobia, MS05.2013
High School Diploma -
Coffeeville High School
Coffeeville, MS2011
Skills
- Sales Quota Achievement
- Financial Product Sales
- Sales Goals
- Financial Reporting
- Regulatory Compliance
- Account documentation
- Customer Relationship Management
Timeline
Financial Services Representative
Oxford University Bank
06.2017 - Current
Teller Coordinator
Renasant Bank
05.2017 - 06.2017
Substitute Teacher
Sub- Teach USA
01.2017 - 05.2017
Associate of Applied Science -
Northwest Community College
High School Diploma -
Coffeeville High School
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