Leah Loving
Atlanta,US
Summary
Accomplished financial professional committed to delivering exceptional service to high-net-worth clients. Proven expertise in building strong client rapport, consistently exceeding performance goals, and demonstrating effective leadership in wealth management environments. Experienced in managing a diverse range of tasks, including complex business account management, retail and premier account opening and maintenance, and lending processes. Skilled in cross-selling and collaborating with partners to enhance client solutions. Known for patience, commitment to task completion, and strong decision-making abilities. Accustomed to leadership roles and eager to embrace new challenges. Proficient in Salesforce, Excel and Microsoft Office applications.
Overview
2
2
years of professional experience
Work History
Relationship Banker
Bank of America
Atlanta, GA
- 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.
Personal Banker
Wells Fargo
Carrollton, GA
- Assist Business and Consumer clients with lending needs.
- 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, CDs, 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.
- 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.
Customer Sales and Service Representative
Wells Fargo
Carrollton, GA
- 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.
Wealth Support Specialist II
Truist
Atlanta, GA
10.2023 - Current
- Act as the primary point of contact for high-net-worth clients, providing exceptional service and support to cultivate strong relationships.
- Develop personalized client engagement strategies to enhance client satisfaction and loyalty.
- Address client inquiries and concerns promptly, ensuring a high level of responsiveness.
- Assist financial advisors in preparing for client meetings by gathering, analyzing, and presenting relevant financial data and documentation.
- Create comprehensive meeting agendas and ensure all necessary materials are prepared in advance.
- Analyze client portfolios and provide insights on performance and opportunities for growth.
- Oversee comprehensive client account management, including transaction processing, record maintenance, and resolution of complex issues.
- Monitor account activity to identify any discrepancies or potential issues, addressing them proactively.
- Maintain detailed documentation of client interactions and transactions for compliance purposes.
- Ensure compliance with all regulatory requirements and internal policies by coordinating necessary documentation and audits effectively.
- Stay updated on regulatory changes and industry best practices to ensure adherence.
- Conduct regular audits of client accounts and documentation to maintain compliance standards.
- Mentor and train junior support staff to foster a collaborative team environment, enhancing overall team performance and expertise.
- Provide guidance and support on complex client issues and best practices in client service.
- Facilitate training sessions and workshops to enhance team knowledge and skills.
- Prepare detailed reports and presentations for client reviews, internal strategy meetings, and performance evaluations.
- Utilize data visualization techniques to present financial information clearly and effectively.
- Summarize key findings and recommendations for advisors and clients.
- Collaborate with internal departments to streamline processes and improve service delivery for clients.
- Identify areas for operational improvement and propose solutions to enhance efficiency.
- Work closely with compliance, operations, and investment teams to ensure seamless service execution.
- Maintain an in-depth understanding of financial products, market trends, and industry developments to provide informed assistance to clients and advisors.
- Attend industry conferences and training to stay informed about new products and trends.
- Share knowledge with the team to foster a culture of continuous learning.
- Facilitate the onboarding process for new clients, ensuring a seamless and efficient transition into the wealth management services.
- Coordinate all aspects of client onboarding, including documentation, account setup, and initial meetingsProvide clients with resources and information to help them understand the services offered.
Education
Bachelor of Arts - Sociology
University of West Georgia
Carrollton, GASkills
- Communication, Business Advocate, Risk Management, Problem Solving, Financial Product Knowledge, Leadership, Regulatory Compliance
HONORS & AWARDS
Bank of America Top Performer, Wells Fargo STAR Award Nominee, Truist Voice of the Client Honoree
Timeline
Wealth Support Specialist II
Truist
10.2023 - Current
Relationship Banker
Bank of America
Personal Banker
Wells Fargo
Customer Sales and Service Representative
Wells Fargo
Bachelor of Arts - Sociology
University of West Georgia