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