Summary
Overview
Work History
Education
Skills
Timeline
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LEAUNDRA FALLS

Atlanta

Summary

Accomplished banking professional with a proven track record at Wells Fargo & Company, adept in financial advising and relationship building. Excelled in policy development, significantly enhancing customer satisfaction and loyalty. Recognized for mentoring teams towards peak performance, demonstrating exceptional leadership and financial acumen.

Overview

15
15
years of professional experience

Work History

Relationship Banker II

Regions Bank
07.2023 - Current
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Cultivated strong customer relationships by providing tailored advice and services.

TEAM LEAD

State Bank of DeKalb
09.2019 - 02.2023
  • Coached team members in techniques necessary to complete job tasks.
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Worked different stations to provide optimal coverage and meet production goals.
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
  • Evaluated customer needs and feedback to drive product and service improvements.

Senior Relationship Banker/Multi Branch Sr. Relati

Capital One
02.2014 - 09.2018
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Cross-trained existing employees to maximize team agility and performance.

Teller/Banker/Small Business Banker

Wells Fargo & Company
02.2010 - 02.2014
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Educated customers on use of banking website and mobile apps.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Cross-sold credit cards, loans and other bank products.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.

Education

Associate of Arts - GENERAL STUDIES

Texarkana College
Texarkana, TX
11-2019

Skills

  • Policy development and implementation
  • Account closings
  • Relationship building and management
  • Account audits
  • Employee motivation
  • Financial advising

Timeline

Relationship Banker II

Regions Bank
07.2023 - Current

TEAM LEAD

State Bank of DeKalb
09.2019 - 02.2023

Senior Relationship Banker/Multi Branch Sr. Relati

Capital One
02.2014 - 09.2018

Teller/Banker/Small Business Banker

Wells Fargo & Company
02.2010 - 02.2014

Associate of Arts - GENERAL STUDIES

Texarkana College

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LEAUNDRA FALLS