DAYANNA BERNARD
Eastampton,NJ
Summary
Experienced bank associate with a proven track record in delivering exceptional customer service and providing financial advice to clients. Skilled in account management, loan processing, and financial analysis, highly detail-oriented and dedicated to ensuring accuracy and compliance. Fluent in English and Spanish, committed to the success and satisfaction of clients. Passionate about supporting families and helping them achieve their financial goals. Seeking an opportunity to contribute to a bank's mission of providing high-quality service and support to customers.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Specialist-Financial Center Relationship
Fulton Bank
Lumberton, NJ
06.2025 - Current
- Manage a portfolio of small business clients, serving as their primary banking contact. Build relationships to understand business goals, deliver tailored solutions, and grow relationships through cross-selling, prospecting, and reterrals
- Drive proactive sales through outbound campaigns, inbound inquiries, appointments, and in-branch engagement. Leverage digital tools to demonstrate solutions, identify opportunities, and convert them into results that meet or exceed sales goals.
- Use CRM tools to promote banking solutions and enhance the customer experience. Mamtain expertise in deposits, lending, credit cards, investments, and digital solutions while providing a one-stop, customer-focused experience as a trusted advisor.
- Ensure compliance with regulations and company policies while exercising sound judgment within established risk limits
- Adapt to changing customer needs and branch traffic by balancing sales activities, distributed work, and transaction processing while consistently delivering excellent customer service.
Default Compliance Specialist
Cenlar FSB, Ewing
Ewing
01.2022 - Current
- Conduct compliance reviews on delinquent loans, ensuring adherence to federal and state regulations
- Verify timely and accurate generation and mailing of breach/demand letters per guidelines
- Assess origination documents to confirm chain of assignments and titles, ensuring legal accuracy
- Implement procedures that significantly improve compliance and reduce errors in foreclosure referrals
Personal Banking Associate
Wells Fargo
Pennington, NJ
12.2024 - 06.2025
- Opened new customer checking and savings accounts as well as serviced and performed maintenance upon them.
- Promoted bank services and products, resulting in branch sales increase.
- Balanced daily deposits and bank vault inventory with a zero error rate.
- Researched and resolved customer issues in regards to their accounts.
- Maintained confidentiality of bank records and client information.
- Delivered prompt, accurate and excellent customer service.
Mortgage Servicing Professional
Cenlar FSB, Ewing
Ewing
01.2021 - 01.2022
- Resolved mortgage servicing inquiries, achieving first-call resolution and boosting customer satisfaction.
- Executed solutions to address customer complaints, leading to higher retention rates.
- Educated borrowers on mortgage processes, reducing confusion and increasing trust.
- Utilized advanced systems to handle complex issues, enhancing operational efficiency.
Personal Banker
Wells Fargo, Trenton
Trenton
01.2016 - 01.2021
- Managed daily customer interactions, ensuring high satisfaction and service quality.
- Resolved customer issues promptly, enhancing overall client experience.
- Processed account transactions accurately, maintaining financial integrity.
- Collaborated with partners to connect customers with specialized financial services.
- Exceeded monthly sales goals, driving significant revenue growth.
Education
High School Diploma -
Trenton Central High School
01.2011
Skills
- Customer relations
- Expert problem solving
- Analytical thinking
- Documentation management
- Expert in (software
- Teamwork and collaboration
- Time management
- Multitaskang
- Written communication
- Problem-solving abilities
LANGUAGES
Spanish
English
Certification
Notary
Timeline
Specialist-Financial Center Relationship
Fulton Bank
06.2025 - Current
Personal Banking Associate
Wells Fargo
12.2024 - 06.2025
Default Compliance Specialist
Cenlar FSB, Ewing
01.2022 - Current
Mortgage Servicing Professional
Cenlar FSB, Ewing
01.2021 - 01.2022
Personal Banker
Wells Fargo, Trenton
01.2016 - 01.2021
High School Diploma -
Trenton Central High School