HEATHER DAKES
Rock Hill,SC
Summary
Dedicated and results-oriented Relationship Banker with over seven years of experience in the banking industry. Proven track record of prioritizing client satisfaction, building strong relationships, and offering tailored financial solutions. Skilled in client relationship management, risk mitigation, and coaching. Strong communicator with a passion for learning and exceeding client expectations.
Overview
8
8
years of professional experience
Work History
Relationship Banker Manager in Duty
J.P. Morgan Chase Bank
Charlotte, NC
04.2022 - Current
- Led end-to-end client onboarding experience, ensuring top-tier service delivery
- Prioritize client satisfaction and offer tailored financial solutions
- Build and maintain strong client relationships through proactive engagement
- Educate clients on technology and financial options
- Collaborate with specialists to address specialized financial needs.
Relationship Banker
Wells Fargo Bank
08.2019 - 04.2022
- Reviewed high-value transactions to mitigate risk and ensure compliance
- Connected clients with appropriate products and services to meet their financial goals
- Fostered strong relationships with internal and external partners to enhance service delivery
- Provided personalized recommendations to enhance customer banking experience.
Personal Banker
Wells Fargo Bank
10.2016 - 08.2019
- Utilized various banking platforms to provide exceptional service to clients
- Managed risk effectively and consistently met role-specific metrics
- Proactively engaged with clients to identify opportunities for business growth and retention
- Continued developments of excellent verbal, written, and interpersonal communication skill to deliver an exemplary client experience every time.
Education
coursework in business & management -
York Technical College
Rock Hill, SCDiploma -
Northwestern High School
Rock Hill, SCSkills
- Exceptional communication skills, both in-person and over the phone
- Strong knowledge of banking products, services, and procedures
- Organized with strong follow-up skills and adherence to regulatory requirements
- Possess a solid understanding of controls, ensuring compliance and adherence to regulatory standards
- Support efforts to enhance the client experience through proactive engagement and continuous improvement initiatives
Timeline
Relationship Banker Manager in Duty
J.P. Morgan Chase Bank
04.2022 - Current
Relationship Banker
Wells Fargo Bank
08.2019 - 04.2022
Personal Banker
Wells Fargo Bank
10.2016 - 08.2019
coursework in business & management -
York Technical College
Diploma -
Northwestern High School