Jenee Smith
Alpharetta,Ga
Summary
Banking Professional Top-notch Sr. Relationship Banker with solid background in banking and finance for over 15 years with Truist. Effective at building positive relationships with clients, achieving sales goals and providing excellent client care. Strong communication and interpersonal skills committed to making clients understand financial needs, goals and options. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions.
Overview
20
20
years of professional experience
Work History
Teller Coordinator, Sr. Relationship Banker
SunTrust now Truist bank
01.2009 - Current
- Provides exceptional client service through VOC.
- Maintain a high level of purpose in understanding of client needs to inspire and build better lives and communities through effective caring quality conversations.
- Continually drive performance with focus on risk management and operations to avoid risk to the company and new opportunities to increase and deepen relationships and gain new relationships to grow the business.
- Interact with clients through effective caring conversations ensuring banking needs are met to achieve financial goals.
- Refer and collaborate with IRM partners to provide the best client experience.
- Understand the culture of Truist to serve with Purpose, drive performance and lead with Truist Values
- Manage relationships and solve complex issues with teammates, retail clients and commercial clients.
- Serve as a backup and support to BL.
- Support Bankers to be successful and promote positive environment to work.
- Assist in leading Bankers in operational success record of passing audits.
- Engage and conduct Huddles to recognize Bankers, share purpose and act of care stories, coordinate team building activities, operational updates, review motivator tool and focus on maintaining knowledge of products to ensure we are optimizing in daily activities and behaviors.
- Ensure the attainment of all personal performance targets/objectives and both goals and behaviors are met.
- Upholds and adheres to Code of Ethics regulations, while maintaining compliance with policies and procedures of the organization
- Provide and educate digital banking to clients.
- Effectively follow-up and respond to clients through outbound calls, emails and face to face to build long term relationships, create new relationships.
- Utilize outlook for appointments, meetings, training and other business-related follow ups.
- Effectively submit client complaints and use the LAST model to problem-solving resolutions while maintaining client relationships.
- Upload and submit loans through Sprint application and follow through to closing with clients.
- Provide Notary service for clients.
- NMLS Registered.
Teller Coordinator / Client Service Specialist II
SunTrust now Truist bank
01.2009 - 09.2016
- Exercised invaluable leadership, direction, guidance and support to all branch personnel while ensuring clients received superior service
- Performed routine coaching and counseling, Timely performance reviews and staff disciplinary issues
- Maintained branch retention and generated end of the month reports
- Assisted tellers with complex transactions/client issues ensuring timely and professional resolution
- Enhanced personal/professional growth through participation in required/voluntary training and education
- Maintained required performance standards in quality, occupancy and attendance
- Maintained and managed cash flow of the branch
- Settled and balanced daily
- Assisted in recruiting
- Provided notary services
- Crossed trained and performed FSR duties
- Lead team to successful audit
- Provided oversight, evaluation, assistance and support to the banking branch personnel while maintaining excellent service to clients consistent with defined guidelines/processes and client expectations
- Aided teller line
- Alternated with platform teammates to manage lobby activity
- Assist with client’s service needs while exploring to uncover additional opportunities
- Process Loan applications
- Opened/Closed accounts for clients
- Communicate with Manager/Teammates to confirm planned activities and daily schedule
- Provided excellent levels of service to external and internal clients.
Sales and Service Specialist
Bank of America
01.2008 - 09.2008
- Recognized customer concerns and resolved them efficiently and accurately.
- Performed Personal Banker duties and functions, Selling the Bank of America Way
- Increased sales revenue by consistently meeting and exceeding sales targets through effective product presentation and client relationship management.
- Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.
- Delivered exceptional customer service, resulting in increased repeat business and client referrals.
Help Desk Agent, Assistant Manager, Collections Supervisor
Bank of America, Overseas Division
04.2004 - 01.2007
Education
Certificate of competition- Situational Leadership, Mastering Communication as a Leader -
certificate career development -
Greenville Technical College
Greenville, SC01.2013
ASSOCIATE degree, business administration/secretarial science -
ICM School of Business
Pittsburgh, PA01.1994
Skills
- Proficient in Microsoft Word, Office, Excel, Outlook, PowerPoint
- Excellent written and verbal communication skills, ability to multitask
- Achieve immediate and long-term goals and meet operational deadlines
- Marketing Communication as Leader
- Proficient in business development and strategic planning
- Strong interpersonal, sales and time-management skills
- Decision-Making
- Regulatory Compliance
- Loss Prevention
- Workflow Optimization
- Team Cooperation
- Customer Loan Processing
- Risk Management
- Motivational Skills
- Staff Scheduling
- Professionalism and Ethics
- Workload Management
Accomplishments
Successfully assisted in coordinating Small Business Expo, providing small business with information to grow and protect their business to remain successful in the community.
Timeline
Teller Coordinator, Sr. Relationship Banker
SunTrust now Truist bank
01.2009 - Current
Teller Coordinator / Client Service Specialist II
SunTrust now Truist bank
01.2009 - 09.2016
Sales and Service Specialist
Bank of America
01.2008 - 09.2008
Help Desk Agent, Assistant Manager, Collections Supervisor
Bank of America, Overseas Division
04.2004 - 01.2007
Certificate of competition- Situational Leadership, Mastering Communication as a Leader -
certificate career development -
Greenville Technical College
ASSOCIATE degree, business administration/secretarial science -
ICM School of Business
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