Halie Norton
Truist
Knoxville,TN
8
years of professional experience
Professional banking specialist equipped to drive impactful results. Expertise in relationship management, client engagement, and financial advisory. Strong focus on team collaboration and adaptability to shifting priorities. Reliable in delivering strategic financial solutions and fostering client trust. Proficient in risk assessment,and compliance.
Work History
Senior Relationship Banker
2 Years 2 Months- Cultivated strong client relationships through tailored financial solutions and exceptional service.
- Develop and implement process improvements to enhance operational efficiency.
- Oversee daily operations, ensuring adherence to company policies and procedures.
- Mentored junior bankers on best practices for relationship management and customer engagement.
- Led initiatives to streamline account opening processes, enhancing customer experience and operational efficiency.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Assisted with daily banking operations, ensuring compliance with regulatory requirements and internal policies.
Relationship Banker II
1 Year 5 Months- Processed customer requests for statements, ordered additional checks, and updated customer personal information in database to enhance service efficiency.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Presented new and additional products and services to existing customers, contributing to overall sales growth.
- Approached prospective clients through warm calling and emails to achieve sales targets and expand client base.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services..
Client Relationship Consultant
1 Year 9 Months- Delivered exceptional customer service by leveraging extensive product knowledge and creating positive experiences, resulting in increased customer satisfaction.
- Assessed client needs and developed plans to adequately address current and future objectives.
- Investigated and resolved customer inquiries and complaints quickly.
- Reached out to customers after completed sales to suggest additional service or products and inquire about needs or concerns.
- Collaborated with staff members to enhance customer service experience and exceed team goals.
- Followed up with customers post-sale to suggest additional services or products and address needs or concerns, enhancing client relationships.
- Maintained up-to-date knowledge of product and service changes.
- Exceeding personal lending goal by 18%
- Met up to 115 customers needs with a month still left in 2022.
- Met up to 115 customers' needs with a month still left in 2022.
- Exceeded personal lending goal by 18%
- Managed to call over 30 leads during the week while multitasking to meet other goals and objectives.
Assistant Store Manager
2 Years 9 Months- Responded promptly to customer service inquiries, fostering positive relationships and enhancing customer satisfaction.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Led weekly staff meetings to motivate team, address concerns, plan improvements, and evaluate progress toward goals.
- Monitored cash intake and deposit records, improving accuracy and minimizing discrepancies.
- Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
- Walked through store areas to identify and proactively resolve issues negatively impacting operations.
- Rotated merchandise and displays to feature new products and promotions.
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Executed rotation of merchandise and displays to ensure fresh presentation and visibility of new products. to feature new products and promotions.
- Attained expert level of product knowledge, becoming go-to person for major sales.
Education
High School Diploma
Skills
Customer relationship management
Product and Service Sales
Loan origination
Portfolio management
Product knowledge
Sales growth
Store Management
Sales growth
Point of Sale Systems
Financial Planning
Loan Processing
Timeline
Senior Relationship Banker
Truist
06.2024 - CurrentRead More
Relationship Banker II
Regions Bank
01.2023 - 06.2024Read More
Client Relationship Consultant
US Bank NA
04.2021 - 01.2023Read More
Assistant Store Manager
Estee Lauder
07.2018 - 04.2021Read More
Grainger High School
High School Diploma
Read More