Latia Carter
Fayetteville,NC
Summary
Seasoned Financial Services Representative with relevant customer service experience in providing clients with tailored financial solutions and investment advice. Strengths include strong administrative and clerical skills, analytical and problem solving skills, client relationship management, and knowledge of business administration processes.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Services Representative I
SECU
Fayetteville, NC
08.2022 - 07.2023
- Established and managed customer relationships, facilitating the opening of financial accounts, loans, and services.
- Independently managed processing charge-offs for mismanaged accounts and loans, while generating electronic correspondences and negotiating debt resolution.
- Provided administrative and clerical support to the management team. Prepared loan documentation for bank approval.
Relationship Banker
BANK OF AMERICA
Fayetteville, NC
11.2021 - 07.2022
- Provided financial guidance and advice to fulfill sales goals and client needs while proficiently processing financial transactions
- Managed branch records, filing, and data entry while screening client information for financial qualifications.
Customer Service Representative
HOMESTREET BANK
LAKEWOOD, WA
11.2019 - 08.2020
- Provided customer service to customers, identifying customer’s banking needs and recommending appropriate products and services
- Managed a wide range of teller responsibilities, such as cash transaction handling, facilitating money transfers, loan payment processing, and CD management.
Teller
WELLS FARGO
Fayetteville, NC
03.2016 - 05.2018
- Delivered outstanding customer service while assisting customers and businesses with their financial transactions.
- Helping customers manage accounts by providing banking solutions and making recommendations on branch products and services.
Information Technology Specialist/ 25B
US ARMY NATIONAL GUARD
NC
08.2008 - 04.2014
- Administered automated servers for military management system as assigned system administrator, overseeing user account maintenance and system security
- Maintained secret security clearance for processing sensitive and confidential information in support of military duties
Education
BACHELOR’S DEGREE - BUSINESS ADMINISTRATION
FAYETTEVILLE STATE UNIVERSITY
Skills
- Administrative Support
- Sales Goals
- Customer Conflict Resolution and Problem Solving
- Data Collections and Research
- Professional Oral and Written Communications
- Managing Sensitive Information
- Financial Services
- Cash Management
Certification
Notary Public, Cumberland County, North Carolina, 11/07/2027
Timeline
Financial Services Representative I
SECU
08.2022 - 07.2023
Relationship Banker
BANK OF AMERICA
11.2021 - 07.2022
Customer Service Representative
HOMESTREET BANK
11.2019 - 08.2020
Teller
WELLS FARGO
03.2016 - 05.2018
Information Technology Specialist/ 25B
US ARMY NATIONAL GUARD
08.2008 - 04.2014
BACHELOR’S DEGREE - BUSINESS ADMINISTRATION
FAYETTEVILLE STATE UNIVERSITY
Notary Public, Cumberland County, North Carolina, 11/07/2027
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