Summary
Overview
Work History
Skills
Accomplishments
Timeline
OfficeManager

Mallory Hubert

TM Client Advisor
Gibsonton,FL

Summary

  • Experienced Treasury Management Client Advisor with over 14 years of experience in banking. Excellent reputation for resolving problems and improving customer satisfaction.
  • Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions.
  • Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
  • Successful at excelling in fast-paced, competitive banking environments.
  • Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.

Overview

12
12
years of professional experience

Work History

In Store Supervisor

Sears
Brooksville, FL
  • Supervised associates by providing direction and instruction for stocking shelves, rotating stock and receiving deliveries.
  • Answered questions about store policies and addressed customer concerns.
  • Maintained customer satisfaction while handling product returns quickly and professionally.
  • Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance.
  • Kept close eye on department employees and customers to assess theft risks and maintain loss prevention goals.
  • Set and updated weekly work schedules to meet coverage demands by considering factors like expected customer levels, planned promotions and individual employee strengths.
  • Maintained focus during busy times and delegated tasks to employees to keep business running smoothly.

Personal Banker

Fifth Third Bank
Tampa , FL
03.2009 - 08.2017
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Promoted all financial products by maintaining excellent service offering knowledge.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.

Client Advisor

Fifth Third Bank
Tampa , FL
08.2017 - Current
  • Proactively manages a portfolio consisting of top 10% revenue generating clients in the Commercial Division.
  • Completes periodic document reviews through client initiated events, or annual relationship reviews.
  • Leverages Treasury Management data to improve client retention.
  • Drives problem resolution an escalates as necessary.
  • Manages and engages appropriate implementation resources for Treasury Management service needs.
  • Works collaboratively with business partners to ensure flawless service and product implementation on new or existing client requests.
  • Attend internal and external kick off meeting as well as ongoing calls throughout a projects lifecycle.

Skills

    Customer Service

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Accomplishments

  • Supervised team of 6 staff members.
  • Awarded Top Performer in 2013.

Timeline

Client Advisor

Fifth Third Bank
08.2017 - Current

Personal Banker

Fifth Third Bank
03.2009 - 08.2017

In Store Supervisor

Sears

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Mallory HubertTM Client Advisor