JO ANN YAHYA
College Park
Summary
Dynamic Relationship Specialist with Truist, adept at enhancing client satisfaction and driving business growth through consultative sales and exceptional customer service. Proven expertise in commercial loans and CRM, consistently exceeding sales targets while fostering strong client relationships. Recognized for problem-solving skills and meticulous attention to detail in high-pressure environments.
Overview
10
10
years of professional experience
Work History
Relationship Specialist
Truist
02.2019 - 09.2025
- Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution.
- Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc.
- Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data.
- Monitor reporting and escalate as needed.
- Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM's client contact strategy and making sure that CRM data is current and accurate.
- Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress.
- Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team.
Member Support Representative
MEMBERS ALLIANCE CREDIT UNION
Rockford
08.2015 - 05.2018
- Primary responsibilities included opening new consumer checking, savings, corporate operations accounts, credit card and consumer loan installment accounts.
- Responsibilities also included daily interaction with credit union members in response to the types of products offered by the credit union, account inquiries, and problem-solving matters involving existing individual and corporate accounts.
Wealth Support Specialist II
Truist
- Provide client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net-worth clients.
- Closely work with assigned advisor(s) to meet the needs and objectives of the client, and I serve as the primary point of intake for a majority of requests from Advisor(s) and clients, playing a key front-office role in interfacing with clients.
- Supporting workload management, and triage and delegate client and advisor operational requests to a virtual team.
Senior Relationship Banker
Truist
- Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships.
- Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities.
- Exercise 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 and developing, expanding and retaining relationships.
- Support team sales by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
- Participating fully in all components of the established Truist Retail Community Bank Leadership Routines.
- Committed to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and applicable training classes and web-based learning.
- Advise on consumer lending options and takes loan applications.
- Adhering to internal controls, operational procedures and risk management policies.
- Staying informed of all changes in policies and procedures to ensure compliance with current guidelines.
- Lead sales initiatives within the branch and acts as an expert resource providing professional client service, ensuring a consistent experience by engaging clients.
Education
High School Diploma -
East High School
Rockford, Illinois, United States01.2026
Applied Science - Business Management, Science Exercise / Nutrition Degree
Prince Georges Community College
Rockford, Illinois, United States01.2024
Associates Degree - General Education
Rock Valley College
Rockford, Illinois, United States01-2000
B.S. - Applied Mathematics
Rockford College
Rockford, Illinois, United StatesSkills
- Customer Relations
- Customer Support/Service
- Commercial Loans
- Customer Relationship Management (CRM)
- Maintain Compliance
- Leadership
- Onboarding
- Investment Management
- Problem Solving Skills
- Relationship Management
- Retail
- Risk Management
- Sales
- Sales Support
- Credit Union
- Analysis Skills
- Mathematics
- Banking Services
- Detail Oriented
- Microsoft Access Database
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Multitasking
- Establish Priorities
- Government
- Documentation
- Time Management
- Community Banking
- Treasury
- Customer/Client Research
- Community and Social Services
- Commercial Banking
- Loan Servicing
- Sales Management
- Bank Management
- Communication Skills
- Sales Prospecting
- Alliance/Partner Management
- High Net Worth
- Legal
- ELearning
- Consumer Loans
- Business Growth
- Operations Processes
- Retail Banking
- Online Courses
- Online Training
- Consultative Sales
- Credit Cards
- Aviation Industry
- Program Planning
Languages
English, Intermediate
Timeline
Relationship Specialist
Truist
02.2019 - 09.2025
Member Support Representative
MEMBERS ALLIANCE CREDIT UNION
08.2015 - 05.2018
Wealth Support Specialist II
Truist
Senior Relationship Banker
Truist
High School Diploma -
East High School
Applied Science - Business Management, Science Exercise / Nutrition Degree
Prince Georges Community College
Associates Degree - General Education
Rock Valley College
B.S. - Applied Mathematics
Rockford College