Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Lucretia McMurtry

KINSTON,North Carolina

Summary

Dynamic banking professional with proven sales experience, excelling in effective relationship management and service excellence. Recognized for enhancing customer satisfaction through tailored financial solutions and proactive communication. Skilled in banking policy compliance and product cross-selling, consistently achieving performance metrics while fostering strong client loyalty. Over 20 years experience in the customer sales and service industry.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Associate Personal Banker/Branch Manger Assistant

Wells Fargo Bank, N.A.
04.2020 - 08.2024
  • Educated clients on banking products and services available for their needs.
  • Provided support in processing loan applications.
  • Participated in training sessions to improve product knowledge and sales techniques.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Improved customer satisfaction through pre set appointments and follow up calls.
  • Ensured compliance with all applicable laws, regulations, policies by regularly reviewing store procedures and taking corrective measures when necessary.

Personal Banker II/Small Business Advocate

Wells Fargo Bank, N.A.
07.2014 - 04.2020
  • Cultivated strong business and personal client relationships through personalized financial advice and exceptional service.
  • Conducted needs assessments to identify suitable financial solutions for diverse business clientele.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Cross-sold business and personal bank products and services to meet customer needs and provide options.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Networked to increase client base and encourage existing business clients to expand financial portfolio
  • Fostered strong client relationships through regular follow-ups, securing loyalty and repeat business.
  • Facilitated workshops on financial literacy for 10 to15 business clients, empowering them with knowledge for better financial decisions.

Personal Banker I

Wachovia Bank, N.A./Wells Fargo Bank, N.A.
02.2010 - 07.2014
  • Cultivated strong customer relationships to enhance satisfaction and loyalty.
  • Analyzed financial needs to recommend tailored banking solutions for clients.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings 80% throughout tenure as Personal Banker.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information.

Teller/Senior Lead Teller

Wachovia Bank NA
07.2004 - 02.2010
  • Processed customer transactions with precision and efficiency.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Managed cash drawer, ensuring 100% accurate balances at all times.
  • Maintained friendly and professional customer interactions.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Trained and mentored new tellers, enhancing team performance.
  • Managed 70% high-volume cash transactions while maintaining strict attention to detail and accuracy during peak hours of operation.
  • Mentored and trained new tellers on bank procedures and customer service standards.
  • Introduced customers to other bank team members to help meet financial needs.

Education

Certificate of Technical Studies - Business Administration

OCCUPATIONAL TRAINING SERVICES
Roxbury, MA
05.1988

High School Diploma -

Dorchester High School
Boston, MA
06.1986

Certificate - Early Childhood Education

Lenoir Community College
Kinston, NC

Skills

  • Branch management
  • Customer service excellence
  • Strong verbal communication
  • Relationship building and cross-selling products
  • Efficient task management
  • Professional workplace conduct
  • Customer service expertise

Accomplishments

  • The “Atlantic Business Advocate Small Business Quarterly All-Star Award” for Exemplary Performance and Championing The Financial Success Of Small Businesses.
  • Shared Success Award in Teamwork & Partnership.
  • Shared Success Award in Building Customer Relationships that last a lifetime.
  • Star Performer Recognition Certificate for Exceptional Performance and Commitment to Excellence.
  • Service Excellence Award for Unmatched Customer Service.
  • Led the bank with more than $600,000 in 1 month with partnership referral to Financial Advisor.
  • Supervised team of 8 staff members.

Certification

  • Licensed NMLS - 2010-2020
  • Licensed NOTARY PUBLIC-2010-Current
  • Certified Assistant Vice President, [Wells Fargo] - [08/2024]

Timeline

Associate Personal Banker/Branch Manger Assistant

Wells Fargo Bank, N.A.
04.2020 - 08.2024

Personal Banker II/Small Business Advocate

Wells Fargo Bank, N.A.
07.2014 - 04.2020

Personal Banker I

Wachovia Bank, N.A./Wells Fargo Bank, N.A.
02.2010 - 07.2014

Teller/Senior Lead Teller

Wachovia Bank NA
07.2004 - 02.2010

Certificate - Early Childhood Education

Lenoir Community College

Certificate of Technical Studies - Business Administration

OCCUPATIONAL TRAINING SERVICES

High School Diploma -

Dorchester High School

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