LEIGH ANN DAVIS
Summary
CAREER OBJECTIVE
Senior Relationship Banker with strong knowledge of offered banking services and products. Multitasks smoothly to handle customer and bank staff needs. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
25
25
years of professional experience
Work History
Senior Relationship Banker
Regions Bank
01.2022 - Current
- Maintain in-depth product and service knowledge for well-informed customer advice.
- Mentored junior Relationship Bankers, sharing best practices for success in the role.
- Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Count, verify and handle bank deposits and armored car transactions.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Resolve customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivate strong customer relationships by providing tailored advice and services.
- Refer customers to other banking departments for specialized services.
- Cross-sell credit cards, loans and other bank products.
- Generate monthly reports on customer activity and customer feedback.
- Monitor and verify suspicious activity on customer accounts.
- Licensed Life Insurance Agent
- Certified Notary Public in Tennessee and Mississippi
Administrative Assistant / Realtor
Henry Glascock Company
10.2016 - 12.2021
- Prepared reports, letters, listing and sales agreements, and other documents as well as took dictation to assist appraisers in preparing appraisal reports using MS Office
- I co-managed the operational tasks of real estate auctions from start to finish
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Assisted coworkers and staff members with special tasks on daily basis.
- Listed and Sold residential homes to clients.
Insurance Agent/Enrollment Coordinator
BeneSync, Inc
01.2011 - 01.2013
- As an enrollment coordinator, I also scheduled all enrollments with each department head at every location across the United States
- Reached out to applicants via calls, texts, emails and social media.
- Created and followed call scripts and flows to maximize effectiveness.
- Interviewed applicants and explained scope of different available benefits.
- Assisted clients with completion of applications and paperwork.
- Finalized and processed enrollment applications.
- Met or exceeded enrollment and retention goals consistently.
- Skilled at working independently and collaboratively in a team environment.
Owner/Operator
Scrapbook Heaven
01.2000 - 10.2002
- Founded and managed retail business, growing revenue to $200,000K in first year.
- Optimized team hiring, training and performance.
- Monitored market conditions to set accurate product pricing and take advantage of emerging trends.
- Managed day-to-day business operations.
- Evaluated suppliers to maintain cost controls and improve operations.
- Used knowledge of market trends to create value-added solutions resulting in significant increase in revenues.
- Prepared bank deposits and handled business sales, returns and transaction reports.
- Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
Education
MS Bachelor of Science Education - Fitness Management
MISSISSIPPI STATE UNIVERSITY
Starkville, MS05.1994
Skills
- Excellent Interpersonal Communication & Customer Service Skills
- Licensed Life Insurance Agent
- Proficient in MS Office
- Dependable
- Continuous Learner
- Problem Solving
- Natural Leader
- Sales Expertise
- Certified Notary Public
- Employee Training
Timeline
Senior Relationship Banker
Regions Bank
01.2022 - Current
Administrative Assistant / Realtor
Henry Glascock Company
10.2016 - 12.2021
Insurance Agent/Enrollment Coordinator
BeneSync, Inc
01.2011 - 01.2013
Owner/Operator
Scrapbook Heaven
01.2000 - 10.2002
MS Bachelor of Science Education - Fitness Management
MISSISSIPPI STATE UNIVERSITY
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