Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

David A. Smith

Atlanta

Summary

Over 20 years of successful financial services experience A dedicated, award winning, multi-faceted service professional. Proven history of resolving problems with analytical and effective communication skills. Highly accomplished in building and maintaining lasting business relationships. Strong ability to adjust work priorities and embrace change. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

18
18
years of professional experience
1
1
Certification

Work History

Personal Banker

Wells Fargo Bank
Atlanta
11.2024 - Current
  • Daily outreach to client base exceeds area with Banker’s averages ranked top 20%.
  • Consistently contributing to improved branch production measures.
  • Provide excellent client experience through execution of behavior framework resulting consistently positive client feedback.
  • Driving branch’s high ranking within area Promoters Circle.
  • Developed productive working relationships with branch LOB partners.
  • Execution of business activities which successfully mitigates risks to branch and brand with minimal errors.

Relationship Banker

Wells Fargo Bank
Atlanta
04.2022 - 11.2024
  • Thoroughly assessed and discovered needs of both business and personal clients resulting in strengthened and deepened existing relationships.
  • Effectively executed daily outreach plans producing new, self-sourced client engagements.
  • Actively referred business to branch business partners.
  • Provided operation and policy guidance to fellow and junior Associates to ensure branch soundness in operations.
  • Highly ranked within peer group related to monthly lending production.

Relationship Banker

Chase Bank
Atlanta
02.2021 - 03.2022
  • Consistently met and exceeded established monthly production thresholds while actively referring business to branch line-of-business partners.
  • Daily engaged in outreach to established and expanding client base addressing service needs and appointment setting for new product needs.
  • Provided operation and policy guidance to fellow and junior Associates to ensure branch soundness in operations.
  • Provided exceptional client service resulting in consistent support of branch and area service goals.

Personal Banker

Wells Fargo Bank
Atlanta
09.2018 - 12.2020
  • Actively engaged affluent and small business clients in discussions regarding their current and future banking needs.
  • Continually and appropriately referred affluent and business clients with needs and interest to branch Specialty Bankers and line-of-business partners.
  • Continually contribute to branch meeting and exceeding quarterly service goals.
  • Successfully finished all monthly assigned branch operating, audit and control tasks.

Financial Relationship Consultant

Regions Bank
Atlanta
08.2017 - 09.2018
  • Consulted business and personal clients to determine viability and suitability of full suite of financial product solutions through thorough face-to-face contact and extensive outbound calling.
  • Accurately and efficiently processed client transactions while continually balancing assigned cash drawer.
  • Georgia licensed to provide insurance products as an added solution to client’s financial needs.
  • Consistently contribute to overall client service experience and production goals for branch location.

Senior Personal Banker

SunTrust Bank
Atlanta
03.2016 - 06.2017
  • Consulted business and personal clients to determine viability and suitability of full suite of financial product solutions.
  • Maximized profits and revenue while building lasting business relationships through face to face and extensive outbound calling.
  • Consistently achieved individual quarterly sales 150 to 175% of goal related to loan production, deposit growth and core banking products.
  • Ranked in the top 20% of peer group (1300+) within company.
  • Achieved Gold PEA designation for 2016.

Consumer Lending Officer

SunTrust Bank
Atlanta
09.2015 - 03.2016
  • Efficiently managed lending portfolio with calculated and strategic decisions utilizing company and Federal resources.
  • Strengthened and advanced company mission for profitable growth by processing applications representing strong credit quality.
  • Enriched the lives of clients by providing opportunities to lending solutions resulting in financial stability and wealth creation for clients.
  • Approval and acceptance of applications processed at 94%.

Personal Banker

SunTrust Bank
Atlanta
11.2009 - 09.2015
  • Performed expert assessment of financial situations by gathering information, evaluating risk, developing strategies, and guiding clients toward financial well-being.
  • Ranked in top 2% of peer group (1300+) 2013, 2014 and 2015 with company.
  • Consistently achieved individual quarterly sales 150-200% of goal.
  • Led branch to top tier (10%) ranking in Atlanta region for 2013 and 2014.
  • Achieved Platinum PEA designation for 2013, 2014, and 2015.

Assistant Branch Manager

SunTrust Bank
Atlanta
07.2009 - 11.2009
  • Strengthened existing branch operational policies and procedures in support of organizational mission by contributing 20% reduction in losses.
  • Monitored branch reporting variances and branch client base by taking actions where necessary to improve expense control and revenue generation 25-30%.
  • Strengthened sales training for teammates, resulting in improved sales production.
  • Advanced branch from bottom to mid-tier ranking in Atlanta region.

Client Support Specialist

SunTrust Bank
Atlanta
03.2008 - 07.2009
  • Consistently ensured client needs were met for all client interactions.

Education

Bachelor of Arts - Mass CommunicaIons

University of Wisconsin
Milwaukee, WI

Skills

  • Risk Awareness
  • Client Service
  • Interpersonal Communications
  • Dispute Resolution
  • Supervisory Management
  • Project Management
  • Leadership & Team Building
  • Data Management
  • Process Improvements
  • MS Office proficiency

Certification

  • Series 6 and 63

Timeline

Personal Banker

Wells Fargo Bank
11.2024 - Current

Relationship Banker

Wells Fargo Bank
04.2022 - 11.2024

Relationship Banker

Chase Bank
02.2021 - 03.2022

Personal Banker

Wells Fargo Bank
09.2018 - 12.2020

Financial Relationship Consultant

Regions Bank
08.2017 - 09.2018

Senior Personal Banker

SunTrust Bank
03.2016 - 06.2017

Consumer Lending Officer

SunTrust Bank
09.2015 - 03.2016

Personal Banker

SunTrust Bank
11.2009 - 09.2015

Assistant Branch Manager

SunTrust Bank
07.2009 - 11.2009

Client Support Specialist

SunTrust Bank
03.2008 - 07.2009

Bachelor of Arts - Mass CommunicaIons

University of Wisconsin

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