Summary
Overview
Work History
Education
Skills
Activities
Timeline
Generic

Eboni Merrell-Lehrke

Summary

Reliable Manager demonstrating high level of ownership and initiative. Possessing exceptional work ethic and desire to go above and beyond to exceed company expectations. Offering knack for building productive working relationships. Successful in fast-paced, deadline-driven environments to manage goals and team development. History of thriving in team-oriented environments. Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance.

Overview

7
7
years of professional experience

Work History

Manager

TALZ LLC
09.2023 - Current
  • Developed and implemented strategies to increase customer satisfaction and loyalty.
  • Created monthly reports for senior management summarizing operational performance metrics.
  • Coached, mentored and trained team members in order to improve their job performance.
  • Conducted regular meetings with staff to discuss progress and identify areas of improvement.
  • Established processes to ensure efficient workflow throughout the organization.
  • Monitored budgets and expenditures to ensure cost-effectiveness while maintaining quality standards.
  • Resolved conflicts between employees by providing guidance on company policies and procedures.
  • Initiated new projects that resulted in increased productivity across all departments.
  • Maintained up-to-date records of employee attendance, payroll information, vacation requests.
  • Provided leadership during times of organizational change or crisis situations.
  • Enforced customer service standards and resolved customer problems to uphold quality service.

Relationship Banker

Truist
09.2021 - 09.2023
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Built long-term relationships with customers by providing personalized service and support.
  • Prepared loan documents for review and approval by bank management.
  • Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.
  • Processed customer requests for withdrawals or transfers from existing accounts.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Maintained records of all customer interactions in a secure database system.
  • Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
  • Reviewed loan applications for accuracy and completeness before submitting them for processing.
  • Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.
  • Educated clients about various banking products available at the institution.
  • Attended meetings with other bankers to discuss best practices related to relationship building.
  • Advised customers on bank products, services and financial planning options.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Modified, opened and closed customer accounts.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Processed maintenance, operations and correspondence for new and existing accounts.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.

Income Maintenance CaseWorker II

Craven County Department of Social Services
09.2020 - 09.2021
  • Determine eligibility for Family and Children Medicaid, Work First Family Assistance, Childcare Subsidy, Food and Nutrition, Adult Medicaid and Benefit Marketplace.
  • Reviewed and evaluated client applications for eligibility of public assistance programs.
  • Assessed and documented the financial, medical, and other needs of clients.
  • Provided information to clients regarding available services and resources.
  • Interpreted policies, laws, and regulations relevant to assigned caseloads.

Paralegal

John E Tantum, PA
05.2018 - 04.2020
  • Process and ship real estate closing packages within 24 hours of closing dates, order final title policies within 48 hours of real estate closing dates, type letters and correspondences for Wills and Estates and personal injuries cases
  • Answer phones, schedule appointments.
  • Reviewed and organized legal documents, such as pleadings, motions, and briefs.
  • Drafted correspondence to clients and other attorneys.
  • Maintained client files according to established protocols.
  • Provided administrative support such as answering phones or scheduling appointments.
  • Used WestLaw and LexisNexis to examine secondary sources, statutory and case law and federal and state regulations.

Community Banking Branch Banker II (Teller II)

Truist (Formally BBT)
12.2016 - 12.2017
  • Execute Customer transactions, including deposits, withdrawals, money orders and checks
  • Rapidly and efficiently prepared customer and ATM cash orders
  • Responsible for building long term relationships with clients in person and by phone
  • Making appropriate product recommendations or referring clients to a financial partner.

Education

A.A.S Paralegal Technology -

Carteret Community College

BA Organizational Leadership -

Arizona State University

Skills

  • Microsoft Office
  • NC Notary
  • Time Management
  • Effective Communication
  • Leadership
  • Teamwork
  • Public Speaking
  • Workforce Management
  • Policy Implementation
  • Staff Development
  • Business Administration
  • Financial Management
  • Marketing
  • Operations Management
  • Expense Tracking
  • Business Development
  • Staff Management
  • Brand Management
  • Team Leadership
  • Verbal and Written Communication
  • Complex Problem-Solving
  • Customer Relationship Management (CRM)

Activities

  • I volunteer over 120 hours in CLLS (Camp Lejuene Leadership Seminar).
  • I’ve volunteered for several courses given by MCCS including, Deployment readiness, command team training, OPSEC & PII.

Timeline

Manager

TALZ LLC
09.2023 - Current

Relationship Banker

Truist
09.2021 - 09.2023

Income Maintenance CaseWorker II

Craven County Department of Social Services
09.2020 - 09.2021

Paralegal

John E Tantum, PA
05.2018 - 04.2020

Community Banking Branch Banker II (Teller II)

Truist (Formally BBT)
12.2016 - 12.2017

A.A.S Paralegal Technology -

Carteret Community College

BA Organizational Leadership -

Arizona State University

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Eboni Merrell-Lehrke