LATONYA SANDERS
Houston
Summary
Personal Financial Advisor III with 8+ years of experience in financial advisory services, excelling at optimizing client portfolios and developing customized banking solutions. Committed to fostering strong client relationships in a dynamic environment.
Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.
Overview
10
10
years of professional experience
Work History
Personal Banker III
CADENCE BANK
Houston, Texas
04.2024 - Current
- Provided strategic investment recommendations, guide clients through financial decisions, and deliver comprehensive financial planning solutions
- Build strong client relationships through personalized consultations at community business development meetings with Peck Elementary School & Sugar Grove Academy.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships with Family Dollar, Beacon Of Light Church, & HealthLine Rehab & Medical Clinic Inc.
- Monitor compliance regulations and maintain accurate documentation that lead to an Exceptional Branch Audit Rating.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Cross-sold bank products and services to meet customer needs and provide options. Assist Branch in achieving Presidents Club Status for the last quarter of 2025.
- Assisted customers with account inquiries and transaction processing. Grew branch loan pipeline to over One Million in the first year.
- Executed daily cash handling and balancing procedures for accuracy.
REMOTE CLIENT SERVICE REPRESENTATIVE
TELEPERFORMANCE USA INC.
Salt Lake City, Utah
08.2022 - 11.2023
- Streamlined communication processes and reduced response times through effective problem-solving and proactive issue resolution
- Documented customer interactions meticulously, ensuring accurate information tracking and consistent follow-through on client requests
- Analyzed client feedback to identify trends, implementing improvements that elevated service quality and customer retention.
EXECUTIVE ADMINISTRATIVE ASSISTANT
FULLER TAX & CONSULTING LLC
Houston, Texas
05.2019 - 07.2022
- Streamlined document management systems and coordinated executive schedules, reducing administrative processing time while maintaining high accuracy standards
- Managed complex calendar operations and travel arrangements for senior executives, ensuring seamless coordination across multiple time zones
- Facilitated interdepartmental communication and organized high-level meetings, fostering effective partnerships and workflow efficiency
PERSONAL FINANCIAL REPRESENTATIVE
BANK OF AMERICA
10.2016 - 12.2021
- Managed diverse client portfolios and delivered personalized financial solutions, strengthening client relationships and expanding service adoption across accounts
- Analyzed market trends and client financial data to develop targeted investment strategies, resulting in improved portfolio performance and client satisfaction
- Guided clients through complex financial decisions, providing clear explanations of banking products
- Partnered with internal teams to resolve client concerns and implement customized financial solutions, enhancing overall service quality
Education
Criminal justice
Houston Community College
Houston, Texas04-2007
Skills
- Client Retention
- Financial Modeling
- Customer Relationship Management
- Data Analysis
- Customer satisfaction
- Positive attitude
- Fraud prevention
- Relationship building and management
Accomplishments
- Achieved 1st place through effectively helping with Cadence Bank At Work Competition in summer 2024.
- Collaborated with Palm Center team Branch # 984 in the development of a winning strategy to obtain Cadence President's Club Winner.
- Achieved 2nd place in the Triple Crown Race -New Business Checking Account Competition in summer of 2025.
Timeline
Personal Banker III
CADENCE BANK
04.2024 - Current
REMOTE CLIENT SERVICE REPRESENTATIVE
TELEPERFORMANCE USA INC.
08.2022 - 11.2023
EXECUTIVE ADMINISTRATIVE ASSISTANT
FULLER TAX & CONSULTING LLC
05.2019 - 07.2022
PERSONAL FINANCIAL REPRESENTATIVE
BANK OF AMERICA
10.2016 - 12.2021
Criminal justice
Houston Community College