Emily Pugh
Wilmington,NC
Overview
5
5
years of professional experience
1
1
Certification
Work History
Universal Banker
First Carolina Bank
07.2021 - Current
- Engaged in banker readiness by developing in-depth knowledge of consumer and small business products and services
- Supported branch in achieving individual and team goals while acting in customer's best interest
- Assisted in community awareness events to increase bank outreach and foster new business relationships
- Referred customers to specialists and other lines of business to fulfill specialized needs
- Opened new checking and savings accounts, money market accounts and safe deposit boxes
- Promoted bank products and services to consistently meet cross-selling goals
- Balanced currency, coin and checks in cash drawers at ends of shifts
- Worked with marketing team to expand growing business unit into current markets.
FINANCIAL SERVICES REPRESENTATIVE
First Citizens Bank
09.2018 - 07.2021
- Assisted sales team in generating business through cross-selling and effective marketing
- Served as primary contact for new account openings and cross-sale of other products and services to clients and prospects
- Coordinated with branch manager to analyze calls and prepare sales strategies and efficient reporting on current branch focus
- Answered customer inquiries involving rates, products and loan application status to provide quality customer service
- Analyzed credit report and financial scenarios, determining appropriate loan products for customers
- Submitted loan applications to underwriter for verification and recommendations.
GROUP SALES REPRESENTATIVE
Wilmington Sharks Baseball Team
02.2018 - 09.2018
- Developed strong relationships with clients to grow business networks
- Cold called potential customers to generate leads
- Built and established strong relationships with customers, enabling long-term partnerships
- Attended industry events and conferences to attract potential customers and increase brand awareness
- Represented brand during special events, customer interactions and sales.
Education
ASSOCIATE - ARTS
BACHELOR OF ARTS (B.A - MARKETING PROFESSIONAL SELLING
University of North Carolina
A.A - BUSINESS ADMINISTRATION
Tidewater Community College
Skills
- Meeting Sales Goals
- Opening Accounts
- Sales Proficiency
- Inbound Customer Calls
- Creative Thinking
- Customer Transactions
- Promoting Products
- Consumer Banking
- Customer Outreach
- Giving Presentations
- Marketing and Advertising
- Superior Work Ethic
- Cash Handling and Reconciliation
- Customer Service and Assistance
Certification
- Certified Notary Public
• 2022 NC Banker's Association Young Banker's Conference
• 2022 NC Banker's Association Woman's in Finance Forum
Awards
• Pro-Am-Sell-A-Thon Finalist in Regional and National Sales Competitions 2015-2017
• Placed 7th,8th, and 9th in the bank at First Citizen's Bank in 2020 in SSRIII Sales Position
- 2022 United Way Regional Diamond Award
- 2022 United Way state level Spirit of North Carolina for Investment in Long-Term Sustainable Impact Award
Timeline
Universal Banker
First Carolina Bank
07.2021 - Current
FINANCIAL SERVICES REPRESENTATIVE
First Citizens Bank
09.2018 - 07.2021
GROUP SALES REPRESENTATIVE
Wilmington Sharks Baseball Team
02.2018 - 09.2018
ASSOCIATE - ARTS
BACHELOR OF ARTS (B.A - MARKETING PROFESSIONAL SELLING
University of North Carolina
A.A - BUSINESS ADMINISTRATION
Tidewater Community College
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