Gabrielle Copeland
North Charleston,USA
Summary
Detail oriented, goal driven and versatile banker with several years of sales, finance, customer service and insurance. Looking to provide exceptional customer experience and add value to an ever-growing team. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Retail Banker II
Woodforest National Bank
07.2023 - Current
- Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
- Complied with regulatory, legal and ethical requirements to protect bank assets.
- Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
- Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
- Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
- Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
- Collaborated with team members to achieve branch sales targets and enhance overall productivity.
- Mentored junior staff, fostering teamwork, collaboration, and professional growth within the branch.
- Managed risk effectively by adhering to bank policies and procedures during transactions.
Patient Financial Coordinator/ Insurance Claims Processor
McLeod Health
11.2022 - 07.2023
- Resolved escalated customer issues promptly and professionally, restoring confidence in our services while preserving brand reputation.
- Supervised insurance claims for equitable resolutions on behalf of both client and insurer.
- Scheduled appointments after insurance issues resolved
Personal Loan Specialist
OneMain Financial
09.2021 - 11.2022
- Boosted sales revenue through effective upselling techniques and in-depth product knowledge.
- Increased repeat business by developing rapport with clients and following up on past purchases to offer complementary products or services.
Customer Success Specialist
Wells Fargo
03.2021 - 09.2021
Realtor's Assistant
Abraham Stanley
06.2019 - 03.2021
Jewelry Consultant
Zales
08.2016 - 01.2019
Education
Bachelors of Business Administration -
Liberty University
12.2021
Associates of Arts in Business -
Liberty University
12.2019
Skills
- Marketing
- Financial Literacy
- Customer Relations
- Branch operations
- Financial product knowledge
- Loan Processing
- Attention to Detail
Timeline
Retail Banker II
Woodforest National Bank
07.2023 - Current
Patient Financial Coordinator/ Insurance Claims Processor
McLeod Health
11.2022 - 07.2023
Personal Loan Specialist
OneMain Financial
09.2021 - 11.2022
Customer Success Specialist
Wells Fargo
03.2021 - 09.2021
Realtor's Assistant
Abraham Stanley
06.2019 - 03.2021
Jewelry Consultant
Zales
08.2016 - 01.2019
Bachelors of Business Administration -
Liberty University
Associates of Arts in Business -
Liberty University