Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Grace Upton

Bishop,GA

Summary

Proven leader and adept customer service professional with extensive experience at Regions Bank, I excel in consumer banking and relationship building. Leveraged creative thinking to enhance customer satisfaction and operational efficiency, achieving notable improvements in account servicing and team productivity. Skilled in financial planning and risk mitigation, I drive revenue growth and foster strong customer relationships.

Professional banking expert with strong analytical skills and deep understanding of financial services, risk management, and customer relations. Adept at team collaboration and consistently achieving high-impact results. Reliable and adaptable to changing needs, with expertise in financial analysis, loan processing, and regulatory compliance. Recognized for strong communication abilities and problem-solving skills.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Guided Solutions Banker

Regions Bank
04.2024 - 10.2024

As a Guided Solutions Banker at Regions Bank, I worked remotely in the contact center, handling customer calls to address various banking needs. I provided solutions for opening and closing accounts, including deposit accounts, credit cards, and loans, while delivering exceptional customer service and ensuring prompt resolutions for account inquiries.


● Certified to service credit cards, loans, deposit accounts, and debit cards. ● Conducted remote calls to assist customers with banking needs and provide resolutions. ● Delivered exceptional customer service while managing all account inquiries over the phone. ● Offering recommendations to help customers open financial accounts. ● Strived for efficiency with short, effective call times to enhance customer satisfaction.

Personal Shopper / Stocker

Walmart
10.2021 - 04.2024

As a Personal Shopper and Stocker at Walmart, I assisted customers with online orders, ensuring timely and accurate fulfillment. I managed inventory and organized store layouts, optimizing product visibility.


● Oversaw the stocking of front-end displays and seasonal items, ensuring they were appealing and well-organized. Provided training and support to new team members on best practices for stocking and customer service.

● Traveled to various Walmart locations across Georgia to assist in restocking efforts and improve store performance.

● Collaborated with store teams to identify challenges and implement solutions for better inventory management and customer service.

● Utilized Walmart’s online system to fulfill orders, carefully picking and packing items for delivery or pickup.

● Maintained clear communication with customers regarding order status and substitutions, ensuring high satisfaction levels.

Supervisor

Moe's Southwest Grill
03.2018 - 10.2021
  • Oversaw daily operations of the department, ensuring smooth workflow and timely completion of tasks.
  • Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
  • Improved customer satisfaction with timely response to inquiries, addressing concerns, and finding effective solutions.
  • Increased team productivity by implementing efficient workflows and setting clear expectations for staff members.
  • Resolved conflicts among team members promptly, maintaining a harmonious working environment conducive to productivity.
  • Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
  • Demonstrated commitment to the organization''s core values, leading by example and fostering a culture of excellence.
  • Collaborated with other departments to achieve organizational goals, fostering teamwork across various functions.

Education

Bachelor of Science - Business Administration

Southern New Hampshire University
Hooksett, NH
05-2025

Skills

  • Customer service
  • Cash handling
  • Creative thinking
  • Cash management
  • Consumer banking
  • Relationship building
  • Customer Service-oriented
  • Analytical thinking
  • Team coaching and training
  • Customer education
  • Developing customer relationships
  • Self-motivated nature
  • Risk management policies
  • Analyzing performance
  • Bank sales
  • Follow-up skills
  • Customer relationship management
  • Account servicing
  • Documentation skills
  • Project management
  • Revenue generation
  • Money handling
  • Employee training assistance
  • Opening and closing procedures
  • Quality control
  • Staff management
  • Operational risk
  • Resourcefulness
  • Financial planning
  • Risk mitigation

Certification

Citi Bank

January 11th,2024

Investment Banking Certificate

● M & A Target Company profile

● Financial Modeling Basics

● Spreading Comps


JP Morgan | Chase

January 4th,2024

Commercial Banking certificate

● Process a Company’s Most recent financial statement

● Prepare a capitalization table.

● Prepare a company and industry overview page

● Prepare a 10-year Financial Model forecast.

Timeline

Guided Solutions Banker

Regions Bank
04.2024 - 10.2024

Personal Shopper / Stocker

Walmart
10.2021 - 04.2024

Supervisor

Moe's Southwest Grill
03.2018 - 10.2021

Bachelor of Science - Business Administration

Southern New Hampshire University
Grace Upton