Summary
Overview
Work History
Education
Skills
Timeline
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Garrett Terwilleger

Garrett Terwilleger

Birmingham,AL

Summary

Enthusiastic financial services professional who is highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.

Overview

8
8
years of professional experience

Work History

Financial Relationship Consultant

Regions Bank
07.2022 - Current
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Informed clients of strategies for reducing debt and maximizing savings.

Customer Service Specialist

Complete Cleaners
04.2015 - 07.2022
  • I tracked company data in excel
  • Took payment information and other pertinent information such as addresses and phone numbers to place orders.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.


Education

Jefferson State Community College
Birmingham, AL

Skills

  • Identifying customer needs and providing services
  • Analyzing data to find opportunities
  • Proficient in providing excellent customer service in person and on the phone
  • Customer Expectations Management
  • Recommend Financial Products
  • Sales Expertise
  • Conflict Resolution Techniques

Timeline

Financial Relationship Consultant

Regions Bank
07.2022 - Current

Customer Service Specialist

Complete Cleaners
04.2015 - 07.2022

Jefferson State Community College

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Garrett Terwilleger