Leah Loving
Douglasville,GA
Summary
Accomplished financial professional committed to delivering top-level service to all clients. Skilled in building excellent client rapport, achieving set goals and leadership. Managed a wide range of accounts involving complex business accounts, interest bearing checking/savings, account maintenance, and more. Patient, committed to completing set tasks and strong decision making skills. Accustom to leadership roles and embraces new challenges. Basic knowledge and experience with Microsoft Word, Outlook and Excel.
Overview
8
8
years of professional experience
Work History
Senior Relationship Banker
Truist
10.2023 - Current
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
- Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank's reputation as a trusted financial partners.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Worked closely with credit analysts to ensure timely and accurate processing of loan applications, maintaining client satisfaction throughout the process.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Managed risk by conducting periodic reviews of trust accounts and implementing appropriate controls.
- Ensured compliance with internal policies and regulatory requirements through diligent documentation of all credit decisions.
- Maximized branch profitability with a focus on revenue growth, cost control, and risk management.
Relationship Banker
Bank Of America
08.2021 - 10.2023
- Conducted reviews of client account reconciliation, daily holdings and cash balances to facilitate proper escalation of issue resolution
- Completed outbound calls to solicit business and revenue for investment and mortgage department
- Developed or implemented fund investment policies or strategies
- Monitored pipelines to track and log status of loans
- Wire and ACH transfer
- Research and analyze bank activity to detect and prevent fraud
- Proactively identified solutions for customers experiencing credit issues
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing
- Supervised branch operations and made continuous improvements in each area
- Evaluated client financial positions and identified most appropriate banking products
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers
- Offered friendly and efficient service to customers, handled challenging situations with ease
- Assist Business and Consumer clients with lending needs
Personal Banker 1
Wells Fargo
07.2018 - 11.2020
- Identify customers needs in order to help them succeed financially
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Conducted detailed financial reviews for business clients to present appropriate products to fit clients needs
- Open and close business and consumer checking, savings, CD's, safety deposit box, etc
- Built rapport, uncovered customer needs and referred client to appropriate specialist
- Worked closely with management in order to increase branch production and customer service
- Achieved consistent recognition as top sales performer
- Record night and mail deposits
- Assist customers with credit, auto loans , student loans, etc
- Issue temporary & permanent debit cards
- Notary Public
Customer Sales and Service Representative
Wells Fargo
01.2017 - 07.2018
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
- Open and close checking, savings, safe deposit box, CDs, etc
- Conferred with customers about concerns with products or services to resolve problems and drive sales
- Completed teller transactions
- Scheduled appointment to resolve more complex issues
- Accepted payments and updated accounts with latest information
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively
- Provided information about company products and services
- Maintained productivity and quality standards at all times
Education
Bachelor of Arts - Sociology Social Psychology, Social
University of West Georgia
Carrollton, GASkills
- Customer service
- Excellent verbal and written communication
- Credit Specialist
- Business Advocate
- Mitigate Risk
- Problem resolution
- Service Coordination
- Customer Relations
- MS Office
- Leadership
- Regulatory Compliance
- Financial product knowledge
Additional Information
- Bank of America Top Performer, Wells Fargo STAR Award Nominee HONORS & AWARDS, Truist Voice of the Client Honoree
Timeline
Senior Relationship Banker
Truist
10.2023 - Current
Relationship Banker
Bank Of America
08.2021 - 10.2023
Personal Banker 1
Wells Fargo
07.2018 - 11.2020
Customer Sales and Service Representative
Wells Fargo
01.2017 - 07.2018
Bachelor of Arts - Sociology Social Psychology, Social
University of West Georgia