Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Leslie Harrell

Southport,NC

Summary

Accomplished Sr. Relationship Banker with a proven track record at Truist. Excelled in relationship building, financial services, and creative thinking, enhancing client relationships with trust and reliability. Demonstrates exceptional teamwork, problem-solving, and customer service, significantly contributing to providing optimum banking solutions and overall success at the Oak Island branch. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

11
11
years of professional experience

Work History

Sr. Relationship Banker

Truist
03.2021 - Current
  • Identify opportunities through caring conversations with clients recognizing needs and recommending appropriate banking products.
  • Provide collaboration and support of daily branch operations to ensure efficiency, compliance, and a positive customer experience.
  • Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
  • Resolved complex customer issues, resulting in increased trust and loyalty among clients.
  • Collaborated with branch team members to achieve maximum solution targets and improve overall performance.
  • Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
  • Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
  • Educated customers on online banking and mobile banking applications.

Instructional Assistant

Brunswick County Public Schools
08.2013 - 03.2021
  • Monitored student progress to identify areas requiring extra support and implement action plans to meet needs.
  • Supervised students during non-instructional times such as lunch breaks or recess periods, maintaining safety standards at all times.
  • Provided support during classes, group lessons, and classroom activities.
  • Provided one-on-one support to students with special needs, enabling them to achieve academic success.
  • Supported student learning objectives through personalized and small group assistance.
  • Monitored student progress through ongoing assessments, adjusting instruction as needed for optimal growth.
  • Prepared instructional materials such as worksheets, visuals aids, or manipulatives according to teacher directives for effective lesson execution.
  • Implemented behavior management techniques to maintain a positive and focused learning environment.
  • Assisted teachers in developing differentiated instructional strategies, resulting in improved student outcomes.

Education

Associate of Applied Science - Medical Transcription

Penn Foster
Online
02.2008

Associate of Arts - Cosmetology

Central Carolina Community College
Lillington, NC
05.2002

Skills

  • Creative Thinking
  • Relationship building and management
  • Time management abilities
  • Exceptional customer service
  • Financial Services
  • Loans
  • Teamwork and Collaboration
  • Reliability
  • Problem-Solving

Accomplishments

  • Personal contributions to the branch to ensure we are meeting and exceeding all target goals
  • Has surpassed expectations on client contact through MyDay leads, CCG's, and IRM referrals
  • Is on target to exceed personal lending goal
  • assists in coaching teammates to grow knowledge outside of individual duties
  • Participated in training outside of the office, as well as specialized sessions in branch
  • Stepped into leadership role when manager was out of the office or unavailable


Timeline

Sr. Relationship Banker

Truist
03.2021 - Current

Instructional Assistant

Brunswick County Public Schools
08.2013 - 03.2021

Associate of Applied Science - Medical Transcription

Penn Foster

Associate of Arts - Cosmetology

Central Carolina Community College

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Leslie Harrell