Grayland (Timothy) Fowler
Charlotte ,NC,
Summary
Self-motivated, fast learner, excellent oral and written communication skills; along with Microsoft Office, management, reporting, and problem-solving expert experience. Nearly 4 years of professional/demonstrated work experience within the financial services industry. Handpicked to mentor and steer new hires how to effectively communicate and to sell financial products. Help foster a strong pipeline that enables continued successful revenue and margin goal attainments. Volunteered, lead, and partnered with other volunteers such as directors, HR personnel, and sales to help promote an atmosphere of inclusion.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker II
Fifth Third Bank
Charlotte, NC
10.2021 - Current
- Assist customers with setting up or closing accounts, completing loan applications and signing up for new services. Addressed the requirements of each activity in a timely fashion and in strict adherence with Fifth Third risk management and compliance guideline and procedure, promptly escalating any issue and, or concerns to management.
- Promoted financial products by maintaining excellent service offering knowledge.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Expanded client base by promoting new financial products.
- Achieved consistent recognition as top sales performer.
- Maximized revenue through improved sales techniques and branch productivity.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Relationship Banker
Suntrust now Truist Bank
Charlotte, NC
11.2019 - 08.2021
- Delivered exceptional customer experiences by building relationships through proactive outreach (calls, emails, F2F) all the while educating on money, as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
- Opening accounts: checking, savings, CDs, IRAs, estates, trusts, Helocs, loans, credit cards
- Referrals to mortgage, insurance, payroll, premier, merchant services as needed
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Providing banking advice, budgeting, and excellent customer service
- Approached prospective clients through cold calling and emails to meet sales targets.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
Finance and Marketing Chairman
VOLUNTEER: BOLD, WIN SERVE
- Provided recommendations on board of directors on group's effectiveness, actions and future plans.
- Chaired shareholder meetings, disseminating information and fielded questions.
- Led organization in setting goals and strategies.
- Contributed to values, goals and strategic vision of organization.
- Helped record, compile, summarize and analyze data.
Education
Bachelor of Science degree - Business Administration, Finance
Claflin University
05.2019
Skills
- Create, Maintain, Increase Customer Count
- Solve Customer Financial Needs Through Solution Selling; helocs, SB loans, morgage loans, credit cards, etc
- Forecast and Guiding Deals In Pipeline To Hit Goals Set By Management
- Effective Communicator; Present Actuals To Management, Monthly
- Customer Satisfaction Moviated
- Driven To Make Money
- Balanced Work Ethic
Certification
- Licensed NMLS
- Authorized Notary
- Excel
Timeline
Personal Banker II
Fifth Third Bank
10.2021 - Current
Relationship Banker
Suntrust now Truist Bank
11.2019 - 08.2021
Finance and Marketing Chairman
VOLUNTEER: BOLD, WIN SERVE
Bachelor of Science degree - Business Administration, Finance
Claflin University
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