Marcy Grant
Wylie,TX
Summary
Dynamic Business Banking Relationship Manager with Truist Bank, skilled in client relationship management and financial analysis. Achieved significant portfolio growth through tailored banking solutions and strategic client engagement initiatives. Proven ability to enhance customer satisfaction while mentoring junior staff, ensuring compliance and operational efficiency in a fast-paced environment.
Experienced with fostering client relationships and delivering tailored financial services. Utilizes strategic planning to enhance client satisfaction and drive business growth. Track record of applying critical thinking and communication skills to navigate complex financial landscapes.
Overview
15
15
years of professional experience
Work History
Business Banking Relationship Manager
Truist Bank
11.2021 - Current
- Cultivated strong client relationships to understand business needs and provide tailored banking solutions.
- Analyzed financial statements to assess creditworthiness and recommend appropriate lending products.
- Coordinated with internal teams to streamline loan processing and enhance customer experience.
- Developed strategic plans for portfolio growth, increasing client engagement through targeted outreach initiatives.
- Ensured compliance with regulatory requirements while managing complex transactions and risk assessments.
- Provided training and mentorship to junior staff on best practices in relationship management and customer service.
- Leveraged CRM systems to track client interactions, improving follow-up processes and communication efficiency.
Branch Manager
Truist Bank
10.2020 - Current
- Oversaw daily branch operations, ensuring compliance with banking regulations and policies.
- Led team of associates, providing mentorship to improve performance and customer service skills.
- Developed strategic initiatives to enhance customer engagement and retention rates.
- Implemented process improvements, increasing operational efficiency within branch workflows.
- Collaborated with regional management to align branch objectives with overall organizational goals.
- Fostered a culture of accountability and excellence among team members through training and development programs.
- Managed risk by enforcing security protocols while enhancing client experience during transactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Branch Manager
Truist Bank
10.2010 - Current
- Analyzed financial reports to identify trends, guiding decision-making for branch growth strategies.
- Maintained friendly and professional customer interactions.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Education
MBA - Business Administration
University of Phoenix
Tempe, AZ06-2010
Bachelor of Arts - Business Administration
Northwood University
West Palm Beach, FL06-2007
Skills
- Client relationship management
- Financial analysis
- Credit assessment
- Loan processing
- Portfolio growth strategies
- Customer engagement initiatives
Timeline
Business Banking Relationship Manager
Truist Bank
11.2021 - Current
Branch Manager
Truist Bank
10.2020 - Current
Branch Manager
Truist Bank
10.2010 - Current
MBA - Business Administration
University of Phoenix
Bachelor of Arts - Business Administration
Northwood University