Jean Poitevien
Fort Lauderdale,FL
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
14
14
years of professional experience
Work History
Senior Relationship Banker
TRUIST BANK
10.2018 - Current
- Responsible for providing an exceptional client service experience both in person and on the phone through the development and expansion of new and existing client relationships
- Develop financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities
- Cross-trained to support teller transactions as needed
- Exercising advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines
- Contributing to meeting or exceeding client service as well as individual and branch sales targets by offering and selling products and services with a focus on developing, expanding and retaining relationships
- Supported a sales team by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
Branch Sales and Service Representative
PNC BANK
01.2015 - 10.2018
- Support related to branch operational activities and financial services
- Assisting customers in their selection of various accounts and financial services
- Cross selling the Bank's products and services; opening, maintaining and closing of all account types
- Performing branch clerical duties; promoting business for the Bank by maintaining good customer relations and referring customers to appropriate partners for new services
- Knowledgeable and skilled in the areas of teller, vault, safe deposit, processing and boarding DDA lines of credit, discussing and accepting credit applications.
Store Manager
FOOT LOCKER INC.
10.2009 - 06.2011
- Oversaw store operations and employee relations
- Generated sales goals for employees, performed office duties.
Education
Bachelor’s in Public Administration -
FLORIDA ATLANTIC UNIVERSITY
Boca Raton, FL08.2016
Skills
- Sales Strategy
- Effective Communication
- Conflict Resolution
- Commercial Lending
- Adaptability
- Team Leadership
- Customer Service
- Risk Management
- Loan Origination
Leadership Experiences
- BB&T now TRUIST BANK, Oakland Park, FL, Senior Relationship Banker, 10/2018, present, Assisted business clients with products and services in the absence of Branch Manager., Ran operation meetings, Ran daily branch huddles, Participating fully in all components of the established Truist Retail Community Bank Leadership Routines, Provide leadership, training and support to less experienced New Account Representatives and other branch staff members.
- FOOT LOCKER INC., North Lauderdale, FL, Store Manager, 10/2009, 06/2011, Oversaw store operations and employee relations., Generated sales goals for employees, performed office duties.
Timeline
Senior Relationship Banker
TRUIST BANK
10.2018 - Current
Branch Sales and Service Representative
PNC BANK
01.2015 - 10.2018
Store Manager
FOOT LOCKER INC.
10.2009 - 06.2011
Bachelor’s in Public Administration -
FLORIDA ATLANTIC UNIVERSITY