Derrick Brooks
STONE MOUNTAIN,GA
Summary
Adept at enhancing customer relationships and exceeding sales goals, I leveraged financial planning and excellent communication skills at PNC Bank to significantly improve client satisfaction. My expertise in cash management and dedication to results-oriented service have consistently driven success in fast-paced financial environments. Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
9
9
years of professional experience
Work History
Financial Services Representatives
PNC Bank
Decatur, GA
10.2021 - Current
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Worked closely with other departments to provide seamless service delivery for complex client requests.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
Teller
PNC Bank
Doraville Ga
09.2021 - 03.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Member Service Representative
Baton Rouge Telco Federal Credit Union
Baton Rouge, LA
07.2021 - 09.2021
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Provided exceptional service through active listening, understanding member needs, and offering appropriate solutions.
- Responded to customer calls and emails to answer questions about products and services.
- Enhanced customer satisfaction by efficiently addressing and resolving inquiries and concerns.
- Maintained high-quality service by adhering to company policies and standards in all member interactions.
- Verified customer identification and documentation for compliant transactions.
- Assisted members with account management, including updating personal information and setting up automated payments.
- Processed account transactions accurately, ensuring proper documentation and timely processing.
Lead Bank Teller
Hancock Whitney Bank
Baton Rouge, LA
09.2019 - 07.2021
- Trained junior tellers in best practices for client interactions, upholding excellent standards of service quality across the team.
- Oversaw teller staff scheduling to maintain appropriate coverage during business hours.
- Maintained cash drawer accuracy, effectively balancing daily deposits and withdrawals.
- Streamlined teller operations for improved efficiency and reduced wait times.
- Managed high-volume transactions during peak periods while maintaining composure under pressure.
- Reduced errors and discrepancies, ensuring all transactions were accurately recorded and reported.
- Provided exceptional customer service, consistently receiving positive feedback from clients and supervisors alike.
- Mentored new hires, facilitating their onboarding process and fostering a positive team environment.
Universal Banker
Regions Bank
Baton Rouge, LA
06.2017 - 07.2019
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Customer Service Manager
Academy Sports And Outdoors
Baton Rouge, LA
08.2016 - 12.2017
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Took ownership of customer issues and followed problems through to resolution.
- Managed a team of customer service representatives, fostering a positive work environment focused on teamwork and collaboration.
- Reduced customer complaints, proactively addressing issues and implementing effective solutions.
- Supervised employees and assessed performances to determine training needs and define accurate plans for decreasing process lags.
- Followed through with client requests to resolve problems.
Executive Assistant Intern
Mentorship Academy School
Baton Rouge, LA
06.2015 - 05.2016
- Maintained inventory levels of office supplies by tracking usage patterns and placing timely orders when necessary.
- Enhanced communication between administration by attending meetings.
- Streamlined executive schedules by efficiently managing appointments and arranging travel itineraries.
- Collaborated closely with other administrative staff members and teachers to support overall goals within the school.
- Managed confidential information discreetly, maintaining a high level of trust among executives and colleagues.
Education
Southern University And A & M College
Baton Rouge, LACornell University
Ithaca, NY05.2024
High School Diploma -
Mentorship Steam Academy
Baton Rouge, LA05.2015
Skills
- Financial Product Sales
- Sales Quota Achievement
- Customer Relationship Building
- Financial Planning
- Loan Applications
- Certificates of deposit
- Cash Handling
- Teller transactions
- Financial Services
- Retirement planning
- Sales Goals
- Cash Management
- Account Maintenance
- Administrative Support
- Analytical Thinking
- Payments Processing
- Time Management
- Fraud prevention
- Decision-Making
- Excellent Communication
Timeline
Financial Services Representatives
PNC Bank
10.2021 - Current
Teller
PNC Bank
09.2021 - 03.2022
Member Service Representative
Baton Rouge Telco Federal Credit Union
07.2021 - 09.2021
Lead Bank Teller
Hancock Whitney Bank
09.2019 - 07.2021
Universal Banker
Regions Bank
06.2017 - 07.2019
Customer Service Manager
Academy Sports And Outdoors
08.2016 - 12.2017
Executive Assistant Intern
Mentorship Academy School
06.2015 - 05.2016
Southern University And A & M College
Cornell University
High School Diploma -
Mentorship Steam Academy