Deanna Parker
Beaumont,Texas
Summary
Top-performing professional experience in banking and finance, seeking to take the next career step in banking. Expertise in managing personal and small business accounts, and building long-term relationships with customers. Experience in managing and resolving account issues in bank branches and via phone. Accomplished in selling banking solutions to drive sales and bring in revenue. Creator of visual steps for retail online banking origination. Placed second in generating merchant service revenue for the entire bank.
Overview
24
24
years of professional experience
Work History
Financial Services Representative III
THIRD COAST BANK
Beaumont, TX
08.2021 - Current
- Trained new staff on procedures and best practices for banking operations.
- Developed training materials to improve team understanding of banking systems.
- Assisted with the implementation of new banking procedures and policies.
- Assisted customers with account inquiries and transaction requests.
- Processed deposits, withdrawals, and loan applications accurately.
- Educated clients on banking products and services available to them.
- Identified potential fraud cases and reported them to the supervisor.
- Handled cash deposits and withdrawals accurately according to established procedures.
- Supported sales team members to drive growth and development.
- Provided top quality control and eliminated downtime to maximize revenue.
FINANCIAL SALES ADVISOR
BBVA COMPASS BANK
Beaumont, TX
10.2014 - Current
- Uncover needs at the teller line in order to provide further assistance with lending services, and build relationships with existing customers to sustain high satisfaction and retention.
- Bring in more sales and revenue through business development in outside production, as a business developer; not limited to opening accounts via paper application.
- Process customer transactions using computerized methods, accurately record financial transactions and generate receipts. In addition, balance daily cash transactions and reconciling daily transactions to ensure accuracy.
- Help new and existing clients originate personal and small business accounts, process personal credit product applications, and originate interest bearing accounts.
- Resolve issues related to online banking services and demonstrate specialized apps to better fit the client's lifestyle.
- Balance and replenish weekly cash and check deposits on ATM. Responsible for thousands of dollars as the ATM custodian.
- Pursue leads and potential customers to expand services and products offered.
- Collecting and processing business loans and personal home equity applications.
- 10/14/2014 - Part time teller
- 07/2015 - Promoted to full time teller
- 10/2015 - Promoted to ATM custodian
- 12/2015 - Promoted to Sales and Service Advisor I
- Awarded Top Performer 2016 for District
- Awarded Top Performer 2016 for Region
- 05/2018 - Promoted to Sales and Service Advisor II
- 08/2018 - Promoted to Financial Sales Advisor
Operation Production Shift Leader
Orange Leaf Frozen Yogurt
Beaumont, TX
05.2014 - 10.2014
- Developed strong rapport with owner and provided administrative support during staffing shortages.
- Accepted or declined ingredients for yogurt. Responsible for writing checks to venders of products.
- Maintained a clean and organized work space for prepping food and mixing yogurt.
- Created an irresistible environment with an upbeat and positive attitude for customers to enjoy in the work place.
Sales Support/Third Key Manager
Kay Jewelers
Beaumont, TX
08.2008 - 07.2013
- Built rapport with customer to establish trust and confidentiality.
- Computed sales prices and total purchases and processed payments.
- Managed large quantities of cash for company deposits.
- Followed up with customer via phone and thank you cards to ensure a pleasant experience.
- Obtained and processed credit card applications daily, with goals of 3 a week.
- Stayed alert to prevent high risk and security threat ambushes.
- 08/2008 - Hired in as Seasonal Help
- 01/2009 - Promoted to full-time Sales Support
- 08/2011 - Promoted to Third Key Manager
Window Covering Sales Specialist
JCPenney
Beaumont, TX
06.2001 - 08.2008
- Maintained knowledge of current sales promotions, policies regarding payments and exchanges, and security practices.
- Recommended merchandise based on customer needs.
- Responsible for ordering customized merchandise for customer and ensuring customer satisfaction.
- Stayed up to date on current styles with home décor and understanding each products unique features and benefits.
- Coached team members to develop sales opportunities.
- Obtained and processed credit card applications daily, with goals of 5 a month.
Education
Bachelor of Science Degree - Business Management
University of Phoenix Online Campus
Beaumont, TX06.2014
Associate of Arts Degree - Business Management
University of Phoenix Online Campus
Beaumont, TXDiamond Ology -
The Diamond Course-Diamond Council of America
Skills
- Finance and Banking
- Fraud Prevention and Risk Management
- Relationship Building
- Account Management
- Customer Service
- Training and Mentoring
- Business Development
- Automated Teller Machine Custodian
- Cash Handling
- Debt Management
References
References are available on request.
NMLS 1754745
NOTARY PUBLIC exp. 2028
Timeline
Financial Services Representative III
THIRD COAST BANK
08.2021 - Current
FINANCIAL SALES ADVISOR
BBVA COMPASS BANK
10.2014 - Current
Operation Production Shift Leader
Orange Leaf Frozen Yogurt
05.2014 - 10.2014
Sales Support/Third Key Manager
Kay Jewelers
08.2008 - 07.2013
Window Covering Sales Specialist
JCPenney
06.2001 - 08.2008
Bachelor of Science Degree - Business Management
University of Phoenix Online Campus
Associate of Arts Degree - Business Management
University of Phoenix Online Campus
Diamond Ology -
The Diamond Course-Diamond Council of America