Deeandra Johnson
Dallas,TX
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the finance industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
9
9
years of professional experience
Work History
Works Advisor
Texas Health And Human Service Commission
08.2023 - Current
- Assisted clients with accurate eligibility form, application and document completion.
- Resolved discrepancies with client applications to verify eligibility.
- Processed and certified documents for accuracy and compliance with government regulations.
- Communicated with people from various cultures and backgrounds on application process.
- Facilitated information and resource exchanges with external agencies to progress client applications.
- Developed extensive fact-checking and research skills by continuously reviewing different programs and options.
- Interviewed applicants and explained scope of different available benefits.
- Built relationships with diverse stakeholders to achieve successful program implementation.
Relationship Associate
Texas Capital Bank
06.2022 - 04.2023
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Monitored and updated financial plans to comply with client goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Personal Banker 2
Frost Bank
01.2021 - 06.2022
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Followed up with customers to gather feedback and provide additional assistance.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed deposits, withdrawals and ACH transfers accurately.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Personal Banker
Wells Fargo
11.2017 - 12.2021
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Followed up with customers to gather feedback and provide additional assistance.
- Greeted customers and delivered information about new account processes.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
Loan Officer
Texas Car Title And Payday Services
03.2017 - 09.2017
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in understanding loan terms and conditions to make informed decisions.
- Originated, reviewed, processed, closed, and administered customer loan proposals.
- Submitted loan applications to underwriter for verification and recommendations.
- Maintained strict confidentiality of bank records and client information.
- Examined customer loan applications for loan approvals and denials.
- Negotiated loan terms to provide favorable outcomes for both customers and lenders.
- Utilized risk management strategies to attain high loan approval rates.
- Developed systems to efficiently track loan documents and enhance accuracy.
Personal Banker
First Convenience Bank
05.2015 - 03.2017
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options.
- Promoted financial products by maintaining excellent service offering knowledge.
Education
Associate of Arts - Business Administration
University of Phoenix
Tempe, AZ06.2024
Skills
- Customer Inquiries
- Individualized and Group Training
- Workflow Processes
- Family Applications
- Client Needs Assessment
- Account Management
- Microsoft Office
- Payment Processing
- Benefits Determination
- Funds Transfer
- Business Development
- Critical Thinking
- Wealth Management
- Customer Relationship Management
- Financial Advising
- Cash Handling
- Verbal and Written Communication
- Risk Management
- Time Management
- Raising Capital
- Client Relationships
Timeline
Works Advisor
Texas Health And Human Service Commission
08.2023 - Current
Relationship Associate
Texas Capital Bank
06.2022 - 04.2023
Personal Banker 2
Frost Bank
01.2021 - 06.2022
Personal Banker
Wells Fargo
11.2017 - 12.2021
Loan Officer
Texas Car Title And Payday Services
03.2017 - 09.2017
Personal Banker
First Convenience Bank
05.2015 - 03.2017
Associate of Arts - Business Administration
University of Phoenix
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