Summary
Overview
Work History
Education
Skills
References
Certification
Timeline
Generic

Heather Tyer

Mechanicsville,Maryland

Summary

Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Relationship Banker

Truist Bank
Charlotte Hall, Maryland
05.2013 - Current
  • Identify banking needs of new and existing customers, assist customers with banking transactions, primary vault teller, order, and ship branch currencies.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Prepared loan documents for review and approval by bank management.
  • Provided financial advice to clients based on their needs and goals.
  • Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
  • Reviewed loan applications for accuracy and completeness before submitting them for processing.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.

Store Manager

Arby's Restaurants
Charlotte Hall, Maryland
05.2007 - 12.2011
  • Conducted daily store operations, including opening and closing procedures and cash handling.
  • Maintained accurate records of employee performance reviews.
  • Recruited, trained and supervised new employees.
  • Managed daily banking activities such as deposits and withdrawals.
  • Reviewed customer feedback to make operational improvements and promote satisfaction.
  • Balanced sales, reconciled cash and made bank deposits to facilitate opening and closing duties.

Education

High School Diploma -

Chopticon High School
Morganza, Maryland
01-2005

Skills

  • Financial Services
  • Resourcefulness
  • Sales expertise
  • Customer Service-Oriented
  • Financial processes understanding
  • Recordkeeping requirements
  • Community Relations
  • Business Development
  • Cash Flow Management
  • Financial Advising
  • Proficient with PC Software Applications such as Microsoft, ability to learn new application quickly and efficiently

References

  • Brenda Morgan, Junior Program Analyst, Precise Systems PMA-268, (240) 585-2500, bmorgan@goprecise.com
  • Ashley Jones, Office Manager, VidaVascular, (240) 538-3977, Sprinkledcreationsbyash@gmail.com
  • Christina Stone, PMA-273 Acquisition Lead, (301) 752-0349, Christina.m.stone20.civ@us.navy.mil

Certification

  • Certified Notary
  • Completed training for both lending and financial certificate's within Truist Bank
  • MLS Certified for lending

Timeline

Relationship Banker

Truist Bank
05.2013 - Current

Store Manager

Arby's Restaurants
05.2007 - 12.2011

High School Diploma -

Chopticon High School

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Heather Tyer