Successful at promoting products, reviewing financial histories and serving customer needs with a tenacious and thorough approach. Excellent communication, planning and organizational skills.
Overview
13
13
years of professional experience
Work History
Financial Representative Associate
Regions Bank
04.2016 - Current
Provides a consistent optimal experience, primarily handling customers’ transactional needs
Refers customers to an internal team of experts when non-transactional financial needs are recognized
Works to create and establish relationships with customers , remaining well informed about the customer’s relationship with the bank.
Works closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
Handles incoming payments and outgoing disbursements.
Manages finances and overall business direction through solutions-oriented problem-solving.
Substitute Teacher
Limestone County Board of Education
11.2014 - 04.2016
Managed the classroom effectively
Developed lesson plans and assignments consistent with the regular teacher.
Customer Service Representative
Capstone Finance
12.2010 - 11.2014
Collected on current and delinquent accounts
Maintained an accurate cash drawer
Processed cash, check, and money order payments.
Education
Bachelor of Science - Liberal Arts And General Studies
Athens State University
Athens, AL
07.2024
Associate Of Science - Administrative Office Management
Virginia College at Huntsville
Huntsville, AL
07.2008
Advanced Diploma -
Tanner High School
Tanner, AL
05.1995
Skills
Strong communications skills, extremely detailed Also, very goal oriented, flexible, and collaborative
Office Organization
Customer Inquiries
Business Correspondence
Case Notes
Payment Plans
Loan Documentation
Correcting Discrepancies
Customer Service
Timeline
Financial Representative Associate
Regions Bank
04.2016 - Current
Substitute Teacher
Limestone County Board of Education
11.2014 - 04.2016
Customer Service Representative
Capstone Finance
12.2010 - 11.2014
Bachelor of Science - Liberal Arts And General Studies
Athens State University
Associate Of Science - Administrative Office Management