Summary
Overview
Work History
Education
Skills
Timeline
Generic

Delric Ellington

Sandy

Summary

Self driven, resourceful professional driven to deliver excellent service to all clients and associates. Adept in leading and development. Driven to make a positive difference through every interaction.

Overview

10
10
years of professional experience

Work History

Branch Relationship Banker

Zions Bancorporation
11.2024 - 01.2025
  • Made introductions to partners to help meet customer's broader financial needs.
  • Grew book of business through proactive outreach.
  • Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
  • Collaborated with team members to achieve monthly sales targets and improve overall branch performance.
  • Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.

Life Insurance Agent

04.2021 - 06.2023
  • Engage potential clients in conversation to identify their needs and wants through rapport building
  • Managing difficult situations with customers and providing clients with information, data, and advice to find the most suitable product
  • Ability to handle multiple tasks, and meet strict deadlines
  • In-depth knowledge of cash handling, account management and transaction procedure
  • Referring customers to appropriate staff for new services
  • Immediately reporting any suspicious behavior to the manager or police

Account Executive

Kinnect Inc
12.2020 - 02.2022
  • Contact potential clients to make them aware of funds left with the state, negotiate contract to collect funds and carry out necessary paperwork
  • Perform quality and quantity duties as expected for position
  • Respond to customer inquiries and assist with solving customer concerns
  • Execute account transactions such as deposits, withdrawals, cash orders, and change orders
  • Asking customers questions to identify their exact needs
  • Carrying out general office duties such as operating fax machines, photocopying and printing
  • Completing administrative tasks correctly and on time

Personal Banker

Wells Fargo Bank
10.2014 - 12.2019
  • Using a variety of sources of information, including multiple computer systems and tools
  • Identifying and offering products solutions, proactively suggest products and services, and initiate partner referrals that meet customer needs and financial goals
  • Completing general account maintenance request
  • Successfully completed banker training, assisted in the coaching and cross training of other staff members in sales and operations as needed
  • Maintained meaningful relationships with customers by resolving their issues and engaging them to understand their financial needs
  • Partnered with the branch team and specialist to connect the customers to experts who can help with specialized objectives
  • Responsible for managing the business, managing the people, managing the relationship, and managing the risk
  • Responsible for assisting the manager with resource management, operational excellence, managing partnership, building and retaining customer relationships
  • Using innovative digital tools and technologies to create the banking service that customers want
  • Ensure documentation is in compliance with company standards, established guide lines, and easily understood
  • Delivering professional and personalized customer service to corporate and individuals

Direct Care Staff

Youth Health Associates
08.2014 - 08.2019
  • Direct groups with the clients that focus on skill building to help them successfully reenter society
  • Direct groups that focus on client self reflection and discovery of the affect of their actions
  • Monitor clients to ensure that they do not break physical boundaries and adhere to house policies
  • Ensure a healthy environment for each client to feel safe and looked after
  • Ensuring all house needs are met and operating efficiently
  • Preparing meals for clients
  • Completing administrative tasks correctly and on time
  • PRN2019-2021

Education

Bachelor of Science - Human Services

Wingate University
Wingate, NC
06-2010

Skills

  • Excellent leadership, analytical and team working skills
  • Excellent rapport building skills with all ages and backgrounds
  • Excellent communication and problem solving skills in high pressure situations
  • Proven customer service and the ability to resolve problems and prevent customer dissatisfaction
  • Handling large amounts of cash, with both deposits and withdrawals

Timeline

Branch Relationship Banker

Zions Bancorporation
11.2024 - 01.2025

Life Insurance Agent

04.2021 - 06.2023

Account Executive

Kinnect Inc
12.2020 - 02.2022

Personal Banker

Wells Fargo Bank
10.2014 - 12.2019

Direct Care Staff

Youth Health Associates
08.2014 - 08.2019

Bachelor of Science - Human Services

Wingate University
Delric Ellington