Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Generic

Destani Holt

Cleveland

Summary

Dynamic financial professional with extensive experience at Huntington National Bank, excelling in customer service and loan processing. Proven track record in achieving financial goals for clients while ensuring compliance. Strong problem-solving abilities and effective communication skills have led to successful account management and customer satisfaction. Committed to driving results and enhancing financial well-being.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Relationship Banker

Huntington National Bank
Cleveland
10.2023 - Current
  • Worked as banker on the opportunity line to help customers achieve financial goals, minimize debt, and provide solutions while meeting workplace goals and expectations.
  • Helped customers make save earn and protect their money and assets.
  • Performed daily transactions including deposits withdrawals and payments.
  • Completed and closed personal loans, Home Equity Loans, and Auto Loans.
  • Participated in campaign dialing to assist and reach customers. Complete daily dials to outreach customers to obtain new to bank customers.
  • Opened multiple accounts using the financial health quiz leading to opportunities events and referrals created by me. Focus on every clients need and prioritize their financial situation and goals to help me meet my expectations.
  • High knowledge of operations including vault and sole ATM teller.
  • Currently performing well in all areas of FRB role and actively completing job duties required for this position.
  • High knowledge of basic operations and compliance procedures.
  • Primarily focused on consumer banking including consumer loans, credit cards, mortgage and investment referrals, as well as business referrals to branch partner/manager.

Store Accountant

Harris Teeter
Mint Hill
03.2022 - 09.2023
  • Applied mathematical skills to calculate totals, check figures, and correct problems with
    physical and digital files.
  • Reviewed financial information detailing assets and prepared balance sheets and profit and loss
    statements.
  • Interacted with internal auditors to help complete audits and resolve issues.
  • Performed basic accounting, and bookkeeping services to manage business operations.
  • Entered deposits, and sales entries to facilitate cash management.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to
    banks.
  • Recorded debit, credit and account transactions in computer spreadsheets and databases.
  • Reduced financial discrepancies by accurately managing accounting documentation.
  • Managed customer service desk after accounting duties were complete, resolving customer issues with excellent customer service skills by placing the customer needs first!

Education

Some College (No Degree) - Social Work

University of South Carolina
Columbia, SC

Some College (No Degree) - Business Administration

Central Piedmont Community College
Charlotte, NC

Some College (No Degree) - Business Administration

Cuyahoga Community College
Cleveland, OH

Skills

  • Customer service
  • Compliance procedures
  • Loan processing
  • Cash handling
  • Problem solving
  • Financial advising
  • Product knowledge
  • Effective communication
  • Active listening
  • Organizational skills
  • Sales experience

Affiliations

  • Grace Church Youth Outlet Life Groups Volunteer
  • NEO Church Kids Ministry Volunteer

Certification

  • Notary Certificate
  • NMLS Registered

Timeline

Financial Relationship Banker

Huntington National Bank
10.2023 - Current

Store Accountant

Harris Teeter
03.2022 - 09.2023

Some College (No Degree) - Social Work

University of South Carolina

Some College (No Degree) - Business Administration

Central Piedmont Community College

Some College (No Degree) - Business Administration

Cuyahoga Community College

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