Krystal Jackson
Lawrenceville,GA
Summary
Motivated and dedicated professional with expertise in client relations. Proven track record of success in customer service and organizational tasks. Demonstrates expert insight and proficiency in following policies and procedures. Skilled and collaborative team leader with experience in coordinating, planning, and supporting daily operations.
Overview
3
3
years of professional experience
Work History
Financial Relationship Consultant
Regions Bank
03.2022 - Current
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Enhanced client retention rates by addressing concerns promptly and providing excellent customer service.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Monitored economic indicators to provide timely updates on market conditions affecting client portfolios.
Financial Relationship Specialist
Regions Bank
06.2021 - 03.2022
- Informed clients of strategies for reducing debt and maximizing savings.
- Monitored and updated financial plans to comply with client goals.
- Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and interactions.
- Assisted clients with budgeting and cash flow management.
- Coordinated closely with other departments such as legal, operations, or underwriting to facilitate seamless transaction processing for clients.
- Evaluated creditworthiness of potential borrowers, minimizing default risks while promoting responsible lending practices.
Education
MBA - Economics
Kennesaw State University
Kennesaw, GA05.2025
BBA - Business Administration And Management
Georgia Gwinnett College
Lawrenceville, GA05.2021
Skills
- Analytical Thinking
- Cash Flow Analysis
- Business Development
- Communication Management Professional
- Customer Complaint Resolution
- Risk Assessment
- Critical Thinking
- Market Trends Monitoring
Timeline
Financial Relationship Consultant
Regions Bank
03.2022 - Current
Financial Relationship Specialist
Regions Bank
06.2021 - 03.2022
MBA - Economics
Kennesaw State University
BBA - Business Administration And Management
Georgia Gwinnett College
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