Lauren Neely
New Braunfels,TX
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Associate I Private Bank
Broadway Bank
11.2023 - Current
- Provides administrative and financial support to designated Private Bankers in a high volume, deadline driver environment
- Opening deposit products, preparing loan origination documentation, servicing existing depository products and processing client account requests
- Supports the Business Bankers in every aspect of customer servicing as needed
- Offers exceptional personal service and expertise to high net-worth individuals, commercial clients and their related entities
- Serves as the key point of contact between the client and all areas of the bank and ensures a positive customer experience is achieved through timely follow-up and resolution to issues.
Senior Banker
Bank of America
07.2023 - 11.2023
- Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
- Commissioned notary for the State of Texas
- Uncovering the personal banking needs of both individual and small business clients, either by phone or in person, by offering appropriate financial solutions and services as well as connecting them to specialists
- Working with financial center teammates to deepen client relationships through platform services and supporting clients with self-service and transactional activities when needed
- Proactively connecting with clients through outbound calls, and executing consistent follow-up routines to meet their needs.
Relationship Manager Business Owner Specialist
Bank of America
05.2022 - 07.2023
- Capability to balance financial center performance, operational risk, and client relationship care effectively
- Developing and maintaining partnerships with both individuals and small businesses
- Working with partners to satisfy the financial needs of clients
- Managing daily, weekly, and monthly schedules to satisfy client demand
- Putting the bank’s risk culture into action and striving for operational excellence
- Demonstrating passion, commitment, and ambition to offer an experience that enhances the financial life of clients through the power of every connection.
Relationship Banker
Bank of America
02.2020 - 05.2022
- Highly motivated self-starter with a strong work ethic and an obsessive emphasis on results, acting in the best interests of the customer
- Building and maintaining good relationships while effectively collaborating to get things done
- Improving financial lives through the power of every connection
- Confident in identifying solutions for new and existing clients depending on their needs
- Ability to speak effectively and confidently with all clients
- Capability to learn and adapt to new information and technological platforms
- Educating clients on how to do simple banking transactions using self-service technology (such as ATM’s, online banking, and mobile banking)
- Addressing the needs of clients using excellent critical thinking and problem-solving skills
- Concentrating on results while acting in the best interest of the client.
Client Service Representative
Bank of America
03.2019 - 02.2020
- Providing a world-class customer experience including managing client traffic, connecting with and routing customers effectively, and promoting client retention
- Sole control of the ATM and cash handling experience
- Continuously carrying out financial transactions accurately.
Education
Bachelor Of Business Administration - Finance
Texas A&M
San Antonio, TXAssociate of Arts - Business Administration
San Antonio College
San Antonio, TX12.2023
HS Diploma -
Northside Excel Academy
San Antonio, TX12.2009
Skills
- Account Management
- Client and Customer Focus
- Attention to Detail
- Customer Service
- Time Management
- In-depth knowledge of banking regulations
- Active Listening
- Critical Thinking
- Computer Proficiency
Certification
- Commissioned Notary of Texas
- NMLS Certified
References
Available upon request
Timeline
Relationship Associate I Private Bank
Broadway Bank
11.2023 - Current
Senior Banker
Bank of America
07.2023 - 11.2023
Relationship Manager Business Owner Specialist
Bank of America
05.2022 - 07.2023
Relationship Banker
Bank of America
02.2020 - 05.2022
Client Service Representative
Bank of America
03.2019 - 02.2020
Bachelor Of Business Administration - Finance
Texas A&M
Associate of Arts - Business Administration
San Antonio College
HS Diploma -
Northside Excel Academy