Summary
Overview
Work History
Education
Skills
Timeline
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Isha Carter

Atlanta,GA

Summary

Proactive financial leader with history of quality customer service and financial expertise. Goes above and beyond to meet corporate objectives. Offering 2 years of successful performance in branch management.

Overview

6
6
years of professional experience

Work History

Relationship Banker II

Regions
North Decatur, GA
03.2023 - 03.2024
  • Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Built long-term relationships with customers by providing personalized service and support.
  • Analyzed financial data to determine the creditworthiness of potential borrowers.
  • Developed promotional strategies to attract new customers to the bank's products and services.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Researched customer inquiries regarding account balances, transactions, fees, interest rates.

Assistant Branch Manager (ABM)

PNC Bank
Atlanta, GA
05.2021 - 02.2023
  • Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
  • Networked within communities to identify and capitalize on business opportunities.
  • Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
  • Developed strategies for increasing customer satisfaction levels and improving service quality.
  • Monitored daily operations of the branch including sales, customer service, inventory control.
  • Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
  • Performed financial transactions such as deposits, withdrawals, transfers, loan payments.
  • Managed daily cash flow activities including counting cash drawers at opening and closing times.

Senior Member Care Agent

Delta Community Credit Union
Atlanta, GA
04.2018 - 04.2020
  • Provided customer service to clients through phone and email communication.
  • Responded promptly to customer inquiries and complaints in a professional manner.
  • Attended team meetings regularly to discuss updates on products, services and policies changes.
  • Adhered strictly to company policies regarding confidentiality of client information.
  • Delivered excellent service via inbound and outbound calling efforts, meeting established minimum targets.

Education

Diploma -

Westlake High School

Bachelor of Science Degree -

Georgia State University

Master of Business Administration & Concentration Healthcare Management -

Southern New Hampshire University

Skills

  • Microsoft Office: Excel, Word, Power point
  • Customer Service-Oriented
  • Project Management
  • Cash Flow Management
  • Quality Assurance
  • Strong Interpersonal Skills
  • Analyze Data
  • Attention To Detail
  • Written & Verbal Communication
  • Loan Processing
  • Analytical & Problem Solving
  • Escalations & Complaints
  • Financial Advising
  • Financial Planning

Timeline

Relationship Banker II

Regions
03.2023 - 03.2024

Assistant Branch Manager (ABM)

PNC Bank
05.2021 - 02.2023

Senior Member Care Agent

Delta Community Credit Union
04.2018 - 04.2020

Diploma -

Westlake High School

Bachelor of Science Degree -

Georgia State University

Master of Business Administration & Concentration Healthcare Management -

Southern New Hampshire University

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Isha Carter