MARIELA CARTER
Conroe,TX
Summary
Banking professional prepared to excel in client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention. Known for reliable collaboration and adaptability to changing needs. Skilled in financial analysis and customer engagement.
Overview
10
10
years of professional experience
Work History
Relationship Banker II - Team Lead
REGIONS BANK
03.2021 - Current
- Generated new business leads through direct customer engagement, deploying inbound and outbound marketing tactics and developing and optimizing informative content
- Managed client investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term and short-term investments goals to devise personalized financial plan.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Developed a team to be able to perform to high standards to efficiently gain customers confidence to execute sales goals with a projection to meeting quarterly goals above standard qualification
Brokerage Specialist
ALIGHT SOLUTIONS
11.2021 - 06.2022
- Managed and executed entire cross-functional projects from start to finish; including data gathering and analysis and communication of insights and recommendations.
- Collaborated with clients, Pershing LCC, Individual Investment Services, legal, product management, compliance groups, treasury, imaging and other related areas.
- Engaged with internal and external business teams and stakeholders to identify opportunities to improve performance and service.
- Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Personal Banker II
WELLS FARGO
04.2015 - 03.2021
- Sustained an in-depth knowledge of consumer and small business products/services and recommend appropriate solutions using value proposition, maintaining records, reports, and procedures.
- Established close working relationships with assigned business partners (mortgage, business banking officers and investment executives), referring customers when appropriate to provide timely financial solutions.
- Built existing relationships, while acquiring new business through the utilization of strong sales techniques, and expertise in banking products and services.
- Successfully completed banker and teller platform training assisted in the coaching and cross-training of other staff members in sales and operations as needed.
Education
Bachelor's - Exercise Science/Psychology
UNIVERSITY OF HOUSTON
Associates of Science -
LONE STAR COMMUNITY COLLEGE
Skills
- Tactical communication
- Team Leadership
- Teamwork and Collaboration
- Relationship building and management
Timeline
Brokerage Specialist
ALIGHT SOLUTIONS
11.2021 - 06.2022
Relationship Banker II - Team Lead
REGIONS BANK
03.2021 - Current
Personal Banker II
WELLS FARGO
04.2015 - 03.2021
Associates of Science -
LONE STAR COMMUNITY COLLEGE
Bachelor's - Exercise Science/Psychology
UNIVERSITY OF HOUSTON
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