Lori Bowers
Moseley,VA
Summary
Dedicated Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills. Ready to bring 20 years' experience in related roles to a dynamic position. Motivated Relationship Banker enthusiastic about building strong customer and community relationships. Sales expert familiar with bank regulations and best practices focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding goals. Eager to take on higher responsibilities.
Overview
22
22
years of professional experience
Work History
Universal Banker
Virginia Credit Union
Chesterfield, VA
11.2023 - Current
- Satisfied members by consistently delivering fast, knowledgeable services for diverse banking needs.
- Implemented strategies to meet sales targets for banking products, including loans, credit cards, checking and savings accounts.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish TCRs, maintain accounts and open new accounts.
- Built positive relationships with members to produce member referrals.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Helped members understand and use technical tools such as mobile applications and online banking.
- Educated members about the features of different types of bank accounts available.
- Ordered checks, placed stop payment orders and conducted additional special services for members.
- Balanced currency, coin and checks in cash drawers at ends of shifts and calculated daily transactions using computers or calculators.
- Exceeded sales goals by promoting bank products and services in member interactions
- Resolved problems or discrepancies concerning members' accounts.
- Leveraged customer service and sales abilities to consistently exceed performance goals.
Relationship Banker II
Village Bank
Midlothian, VA
07.2012 - 03.2023
- Modified, opened and closed customer accounts.
- Completed thorough and accurate documentation for all money movements, deposits or withdrawals.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
- Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
- Advised customers on bank products, services and financial planning options.
- Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
- Met or exceeded sales goals by promoting bank products and services in every interaction.
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Completed daily cash balancing, including ATM.
- Set up new and regularly serviced existing accounts to bring in maximum revenue.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Achieved or exceeded personal sales goals on consistent basis.
Teller Coordinator
SunTrust Bank
Midlothian, VA
08.2002 - 05.2012
- Coached tellers on best ways to comply with internal controls, operational procedures and risk management policies.
- Assisted clients by making product recommendations and opening and servicing complex accounts.
- Identified sales referral opportunities to meet departmental goals.
- Guided employees on policy and procedure matters.
- Actively involved in helping team members meet monthly goals and improve skills through consistent mentoring and in-depth job training.
- Solved complex customer-related problems to promote repeat business
- Welcomed all clients warmly and asked appropriate questions to garner information regarding needs and objectives.
- Audited teller cash drawers and maintained records of teller cash balancing.
- Provided oversight of operations for teller positions to verify accuracy.
- Completed operational functions for approving transactions, cash control and branch security.
- Verified amounts and integrity of every check or funds transfer.
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
- Met or exceeded sales goals by promoting bank products and services in every interaction.
Education
Some College (No Degree) - Financial Management
John Tyler Community College
Chester, VAHigh School Diploma -
Clover Hill High School
Midlothian, VASkills
- Money Handling
- Creative Thinking
- Customer Service-Oriented
- Teller Background
- Account Type Familiarity
- Customer Care Experience
- Relationship Building
- People Skills
- Friendly, Positive Attitude
- Flexible Schedule
Accomplishments
- Led team to achieve weekly goals, earning recognition from upper management and financial reward.
- Consistently maintained high customer satisfaction ratings.
Timeline
Universal Banker
Virginia Credit Union
11.2023 - Current
Relationship Banker II
Village Bank
07.2012 - 03.2023
Teller Coordinator
SunTrust Bank
08.2002 - 05.2012
Some College (No Degree) - Financial Management
John Tyler Community College
High School Diploma -
Clover Hill High School
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