Summary
Overview
Work History
Education
Skills
Accomplishments
TEAM PRIORTIES
Timeline
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Grace Elizabeth Thompson

Wellington

Summary

Talented Senior Banker offering years of experience. Focused on developing and deepening productive customer relationships. Recognized on multiple occasions as top performer.

Overview

14
14
years of professional experience

Work History

Senior Banker

Bank of America
09.2022 - Current
  • Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
  • Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
  • Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
  • Assisted clients in navigating challenging economic climates by offering sound financial advice and guidance.
  • Facilitated communication between various bank departments, promoting a collaborative work environment and efficient problem resolution for clients.
  • Conducted proactive sales calls to drive new business and deliver results

Part-time Cash Office Associate

Marshalls
07.2011 - Current
  • Processing and filing paperwork from register sales
  • Balancing safe and preparing register bags for business day
  • Creating bank deposits and processing cashier variances
  • Maintaining Layaway files and petty cash withdrawals
  • Protecting private customer, associate, and proprietary information in a secure environment.
  • Retail Sales Associate
  • Assists customers at check out.
  • Scans items, requests price checks, honors appropriate coupons, collects payment and gives change as appropriate
  • Responsible for the register and its contents during shift
  • Provide assistance to customers on the sales floor.
  • Manage departmental inventory
  • Answers inbound calls

Relationship Banker

Bank of America
11.2020 - 08.2022
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Answered customer questions and explained available services such as deposit accounts, credit solutions, and business needs.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.


Client Service Representative

Bank of America
07.2015 - 11.2020
  • Assisting customers directly with their financial needs
  • Efficiently processing transactions quickly for every customer
  • Handling large amounts of cash while providing attentive service
  • Sole custodian of and responsible for servicing ATM in banking center. Responsibilities including, but not limited to, accounting large cash amounts, completing necessary forms, organizing and filing all included papers, and following all security measures for handling cash and information of this nature.
  • Reporting large cash transactions and suspicious activity to the proper authorities
  • Maintaining and protecting private and confidential information daily.

Education

Diploma -

Palm Beach Central High School
05.2009

Civil Engineering

Florida Atlantic University
01.2015

Skills

  • Quick thinking and fast learning
  • Works well independently and with a team
  • Excellent time management with diversified skills
  • Ability to communicate effectively
  • Accuracy and attention to detail
  • Technical
  • MS Word, PowerPoint, and Excel
  • Experience with Teller systems and complex transactional systems
  • Operations
  • Banking solutions

Accomplishments

2021 Valiant award winner

Peer Mentorship

TEAM PRIORTIES

Preferred Rewards champion

Digital Ambassador


Timeline

Senior Banker

Bank of America
09.2022 - Current

Relationship Banker

Bank of America
11.2020 - 08.2022

Client Service Representative

Bank of America
07.2015 - 11.2020

Part-time Cash Office Associate

Marshalls
07.2011 - Current

Civil Engineering

Florida Atlantic University

Diploma -

Palm Beach Central High School

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