Haley Hartsfield
Lovelady,TX
Summary
Accomplished Executive Secretary and Relationship Banker with a proven track record at First National Bank Of Trinity, excelling in customer service through clear communication and a deep understanding of bank products.
Demonstrated expertise in boosting team morale and customer satisfaction, adept at multitasking and relationship building. Achieved consistent sales targets through effective problem-solving and goal-oriented strategies.
Overview
5
5
years of professional experience
Work History
Executive Secretary/ Loan Processor
First National Bank Of Trinity
09.2022 - Current
- Handled confidential information in professional manner.
- Maintained strict confidentiality in all aspects of personal, financial, and corporate information.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Served as a liaison between executives, staff members, clients, and stakeholders to maintain effective communication channels.
- Answered high volume of phone calls and email inquiries.
- Boosted morale within teams by fostering a positive work environment with open lines of communication.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Ensured accuracy of client information, verifying data collected during the application process and updating records as needed.
- Assisted clients in understanding complex financial documents required for completing their loan applications successfully.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
Relationship Banker 1
VeraBank
10.2019 - 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.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
Education
Lovelady High School
Lovelady, TX2019
Skills
- Advanced multitasking
- File Management
- Document Preparation
- Client liaison
- Bookkeeping Support
- Customer Service
- Microsoft Office
- Relationship Building
- Strong Problem Solver
- Goal Minded
Timeline
Executive Secretary/ Loan Processor
First National Bank Of Trinity
09.2022 - Current
Relationship Banker 1
VeraBank
10.2019 - 08.2022
Lovelady High School