Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mark E Young

Pfafftown,NC

Summary

Dynamic Senior Relationship Banker at Truist Bank with expertise in credit risk assessment and wealth management. Proven track record in cultivating strong customer relationships and delivering tailored financial solutions. Adept at cash flow analysis, enhancing client satisfaction, and driving account growth through personalized guidance and exceptional service.

Overview

1
1
Certification
18
18
years of professional experience

Work History

Senior Relationship Banker

Truist Bank
Winston-Salem, NC
09.2024 - Current
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Educated customers on online banking and mobile banking applications.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Executed wire transfers, stop payments and account transfers.

Relationship Banker

Truist Bank
Winston-Salem, NC
06.2008 - 09.2024
  • Greeted customers and delivered information about new account processes.
  • Processed customer payments and account setup charges.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Activated new accounts and issued customer identification numbers.
  • Presented new and additional products and services to existing customers.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Cultivated strong customer relationships by providing tailored advice and services.

Education

Bachelor of Science - Psychology

Wake Forest University
Winston-Salem

Skills

  • Credit risk assessment
  • Cash flow analysis
  • Loan origination
  • Relationship building and management
  • Resourcefulness
  • Customer Service-oriented

Certification

Certified Notary

Timeline

Senior Relationship Banker

Truist Bank
09.2024 - Current

Relationship Banker

Truist Bank
06.2008 - 09.2024

Bachelor of Science - Psychology

Wake Forest University
Mark E Young