Summary
Overview
Work History
Education
Skills
Timeline
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Dana Floyd-Spears

Memphis,TN

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Strong work ethic, professional demeanor and great initiative.

Overview

11
11
years of professional experience

Work History

Financial Relationship Specialist

Regions
Memphis, TN
02.2019 - Current
  • Demonstrated increased knowledge of company products and equipment
  • Monitored customer behaviors and upheld strict protocols to prevent theft of assets
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies
  • Documented all changes and actions in computer-based tracking system
  • Addressed employee issues and conflicts, applying listening and communication skills to promote quick resolution
  • Inputted information from customer calls and onsite service visits into the company's system using Sales and Service

Universal Banker

First Tennessee Bank
Memphis, TN
01.2018 - 02.2019
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Created member account profiles on organization's online banking program.
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Checked amount details and fraud markers for transaction papers such as checks and money orders.
  • Organized and removed online banking files no longer in use.

Universal Banker

Universal Banker, Suntrust Bank
Germantown, TN
09.2017 - 01.2018
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips.
  • Enter customers' transactions into computers to record transactions and issue computer-generated receipts.
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
  • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents.
  • Process and maintain records of customer loans.
  • Receive and count daily inventories of cash, drafts, and travelers' checks.
  • Carry out special services for customers, such as ordering bank cards and checks.
  • Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits.
  • Identify transaction mistakes when debits and credits do not balance.
  • Resolve problems or discrepancies concerning customers' accounts.
  • Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due.
  • Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations.
  • Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds.
  • Compute financial fees, interest, and service charges.

Assistant Financial Center Manager

Advance America
Memphis, TN
08.2014 - 08.2017
  • Explain to customers the different types of loans and credit options that are available, as well as the terms of those services
  • Review loan agreements to ensure that they are complete and accurate according to policy
  • Approve loans within specified limits, and refer loan applications outside those limits to management for approval
  • Handle customer complaints and take appropriate action to resolve them
  • Compute payment schedules
  • Negotiate payment arrangements with customers who have delinquent loans
  • Supervise loan personnel
  • Check to ensure that appropriate changes were made to resolve customers' problems
  • Solicit sales of new or additional services or products
  • Approve, reject, or coordinate the approval or rejection of lines of credit or commercial, real estate, or personal loans
  • Oversee the flow of cash or financial instruments

Customer Service Representative

08.2012 - 07.2014
  • Express Check Advance - MS Answered an average of 40 calls per day by addressing customer inquiries, solving problems and providing new product information.
  • Greeted customers entering the store to ascertain what each customer wanted or needed.
  • Described product to customers and accurately explained details and care of merchandise.
  • Earned management trust by serving as key holder, responsibly opening and closing store.
  • Politely assisted customers in person and via telephone.
  • Successfully acquired an average of 6 new customers per month, generating a 70% growth in revenue.
  • Provided an elevated customer experience to generate a loyal clientèle.
  • Answered product questions with up-to-date knowledge of sales and store promotions.
  • Helped drive sales goals and achieve monthly quotas.

Childcare Workers First Baptist Weekday
Oxford, MS
01.2009 - 01.2011
  • Teach classes or courses, or provide direct care to children.
  • Maintain a safe play environment.
  • Dress children and change diapers.
  • Observe and monitor children's play activities.
  • Communicate with children's parents or guardians about daily activities, behaviors, and related issues.
  • Sanitize toys and play equipment.
  • Assist in preparing food and serving meals and refreshments to children.
  • Perform general personnel functions, such as supervision, training, and scheduling.
  • Create developmentally appropriate lesson plans.
  • Read to children and teach them simple painting, drawing, handicrafts, and songs.

Education

High School Diploma -

Charleston High School
Charleston, MS

Bachelor of Science - Exercise Science

University of Mississippi
University, MS

Skills

Creative problem solverundefined

Timeline

Financial Relationship Specialist

Regions
02.2019 - Current

Universal Banker

First Tennessee Bank
01.2018 - 02.2019

Universal Banker

Universal Banker, Suntrust Bank
09.2017 - 01.2018

Assistant Financial Center Manager

Advance America
08.2014 - 08.2017

Customer Service Representative

08.2012 - 07.2014

Childcare Workers First Baptist Weekday
01.2009 - 01.2011

Bachelor of Science - Exercise Science

University of Mississippi

High School Diploma -

Charleston High School

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Dana Floyd-Spears