Georgette Moise
Fort Lauderdale,FL
Summary
Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
Overview
18
18
years of professional experience
Work History
Senior Relationship Banker
Truist
05.2017 - Current
- Conducted in-depth client profiling to recommend optimal financial solutions.
- Established and maintained long-term relationships with clients both in person and over the phone.
- Collaborated with IRM partners to make suitable referrals
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Delivered consistent, high quality service as commented in client's surveys.
- Complied with internal controls, operational procedures, and risk management policies.
- Acted as the primary contact for new account opening and lending solutions.
- Monitored signature card error reports and ensured safe act compliance
- Exercised advanced proficiency with routine client maintenance requests and problem resolution.
- Supported branch sales goals by conducting consultative conversations.
- Served as a notary public
Branch Sales Supervisor
Truist
04.2006 - 05.2017
- Resolved customer complaints and adjusted policies to meet changing needs.
- Established and enforced clear goals to keep employees working collaboratively.
- Maintained accurate client records and ensured compliance with banking policies and procedures.
- Coached and mentored staff members through constructive feedback to develop long-term career goals.
- Interviewed applicants with manager, recommended individuals for hiring.
- Conducted employee evaluations and reviews.
- Performed Surprised cash audits
- Prepared employee schedules using Plan-it
- Supported branch operations and contributed to achieving sales targets.
- Greeted customers and ensured tellers adhered to customer service standards in all transactions.
Education
Associate of Arts - Business Administration
Miami Dade College
Miami, FL12.2001
Skills
- Commercial servicing
- Staff management
- Loss prevention
- Quality control
- Client relationship management
- Customer service
- Friendly, positive attitude
- Reliable and trustworthy
- Basic math
- Work ethic
- Microsoft Office
- Teambuilding
- Analytical
- Active listening
- People skills
Timeline
Senior Relationship Banker
Truist
05.2017 - Current
Branch Sales Supervisor
Truist
04.2006 - 05.2017
Associate of Arts - Business Administration
Miami Dade College