Jodian Beckford
Lake Worth
Summary
Dynamic Branch Relationship Banker with a proven track record at Regions Bank, excelling in credit analysis and goal-oriented outreach. Leveraged strong interpersonal skills to foster client relationships, driving business growth through tailored financial solutions and compliance adherence. Recognized for achieving sales targets and enhancing branch performance through collaborative teamwork.
Overview
12
12
years of professional experience
Work History
Branch Relationship Banker
Regions Bank
10.2021 - Current
- Made introductions to partners to help meet customer's broader financial needs.
- Grew book of business through proactive outreach.
- Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
- Collaborated with team members to achieve monthly sales targets and improve overall branch performance.
Personal Banker
Wells Fargo
04.2013 - 10.2021
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Education
Bachelor of Arts - Accounting
South New Hampshire University
New Hampshire, OH01-2027
Associate of Arts - Accounting And Finance
Moneague College
Jamaica09-2009
Skills
- Goal oriented
- Branch administration
- Compliance awareness
- Credit analysis
Timeline
Branch Relationship Banker
Regions Bank
10.2021 - Current
Personal Banker
Wells Fargo
04.2013 - 10.2021
Bachelor of Arts - Accounting
South New Hampshire University
Associate of Arts - Accounting And Finance
Moneague College
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