Danielle Neff
Fort Pierce,FL
Summary
Financial services leader with demonstrated success leading financial systems and programs. Knowledgeable about regulatory requirements and successful strategies for maintaining optimal controls. Well-organized, proactive and adaptable to changing markets.
Overview
23
23
years of professional experience
Work History
Financial Concierge II/Bank Branch Manager
Seaside Bank & Trust/United Community Bank
2009.01 - Current
- Assessed employee performance and developed improvement plans.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Examined customer loan applications for loan approvals and denials.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Complied with regulatory guidelines and requirements.
- Consulted customers to boost product sales and services.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Submitted loan applications to underwriter for verification and recommendation.
Relationship Banker II
BankUnited
2007.05 - 2009.01
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Analyzed customers' financial information to deliver personalized account guidance.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Adapted products and services to suit customers' changing financial circumstances.
Financial Services Representative/Private Wealth Management
SunTrust Banks Inc
2006.05 - 2007.05
- Developed prospects from current commercial customers and referral leads
- Contacted prospective customers to present information on deposit accounts, lines-of-credit and mortgages.
- Determined clients financial services needs.
- Built and established relationships with clients to improve future business opportunities.
- Prepared account documents.
Membership Services Representative
The Professional Golfers Association Of America
2001.09 - 2003.11
- Responsible for apprentice registration/academic advisement
- Coordinated tournament registration.
- Processed apprentice credentials.
- Provided extensive customer service to PGA professionals.
- Coordinated and headed monthly department meetings.
Internship Student
Merrill Lynch
2001.01 - 2001.08
- Began research on prospective stocks and mutual funds.
- Entered prospects in the main database for future calls and tracking.
- Sorted, organized, and maintained files.
- Interacted with customers by phone, email, or in-person to provide information.
- Provided support and marketing material to clients concerning their portfolios.
Education
Bachelor of Science - Marketing
Florida State University
Tallahassee, FL04.2001
Skills
- Basic Mathematical Aptitude
- Risk Mitigation Strategies
- Attention to Detail
- Proactive Problem-Solving
- Staff Training
- Cash Handling
- Security and Safety Protocols
- Loan Processing
- Staff Supervision
- Excellent Communication Skills
Timeline
Financial Concierge II/Bank Branch Manager
Seaside Bank & Trust/United Community Bank
2009.01 - Current
Relationship Banker II
BankUnited
2007.05 - 2009.01
Financial Services Representative/Private Wealth Management
SunTrust Banks Inc
2006.05 - 2007.05
Membership Services Representative
The Professional Golfers Association Of America
2001.09 - 2003.11
Internship Student
Merrill Lynch
2001.01 - 2001.08
Bachelor of Science - Marketing
Florida State University
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