LINDSEY RECTOR
Doyle,TN
Summary
Talented Senior Banker offering ten years of experience. Focused on developing and deepening productive consumer and small business relationships. Recognized on multiple occasions as top performer.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Financial Representative Senior Consultant
Regions Bank
07.2020 - Current
- Met with customers to assess needs, financial status and eligibility.
- Managed finances and overall business direction through solutions-oriented problem-solving.
- Surpassed quarterly goal by minimum 40%
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Promoted to Senior Consultant within one year
- Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations to acquire new customer relationships and to expand existing customer relationships
Universal Banker
SunTrust Bank
09.2019 - 07.2020
- Regularly exceeded production and behavior goals set by area manager by using sales tools, asking deeper questions and critical thinking in all professional interactions
- 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.
- Assists branch in meeting goals by generating new business through in-branch selling, outside calls, telemarketing, and targeted direct mailings
- Consistently exceeds benchmark by 70%
- Maintains knowledge of all aspects of teller line including processing transactions, balancing cash drawer and vault, and basic branch operations functions
- Opened personal and business accounts for individuals and commercial customers
- Complete loan/LOC applications for clients
- Resolve clients complaints and concerns
- Stay with in banking compliance and regulations
- Identified sales opportunities and referred customers to branch partners in financial services
Telephone Banking Specialist
SunTrust Bank
01.2015 - 09.2019
- Consistently met sales goal for amount of products closed, products referred, and core solutions for each month
- Completed transactions for customers and capitalized on opportunities to cross-sell products and services.
- Improved customer satisfaction by going above-and-beyond to answer questions and offer expert support.
- Handled up to 100 daily inbound calls from clients regarding questions or concerns about their accounts
- Communicated with other departments to resolve customer issues
- Provided one-on-one feedback
- Mentored and coached on performance
- Assisted in teaching new hires training on policies and procedure
- Reviewed data and report trends to management
Outbound Sales Representative
Countdown Consulting
11.2012 - 07.2013
- Visited customer locations to evaluate requirements, demonstrate offerings and propose strategic solutions for diverse needs
- Staples outsource company
- Cold called 40-50 businesses daily
- Time management
- Territory management
- Expansion from Nashville, TN - San Antonio TX
Education
High School Diploma -
White County High School
Sparta, TNSkills
- Ability to work under pressure
- Driving Growth
- Financial Reviews
- Financial Advising
- Wealth Creation
- Financial Services Industry Experience
- Teamwork / Collaboration
- Solutions-focused sales
- Compliance, banking laws and regulations
- Banking Policies and Procedures
- Client Acquisition and Retention
- Nationwide Mortgage Licensing System (NMLS)
Certification
- NMLS License
- Life Insurance License
Timeline
Financial Representative Senior Consultant
Regions Bank
07.2020 - Current
Universal Banker
SunTrust Bank
09.2019 - 07.2020
Telephone Banking Specialist
SunTrust Bank
01.2015 - 09.2019
Outbound Sales Representative
Countdown Consulting
11.2012 - 07.2013
High School Diploma -
White County High School