MEAGAN REED
Martinsburg,WV
Summary
Dedicated and motivated professional with expertise in client relations, customer service, and banking. Recognized for a positive attitude, trustworthiness, and a collaborative work style. Seeking a role that offers growth opportunities and a path for career advancement.
Overview
5
5
years of professional experience
1
1
Certification
Work History
RELATIONSHIP ADVISOR
First United Bank & Trust
05.2025 - Current
- Negotiated favorable terms for clients during loan restructuring discussions with personal loans and home equity lines of credit, minimizing financial burden while maintaining lender confidence.
- Mentored colleagues, sharing best practices and fostering a supportive team environment.
- Maintained up-to-date knowledge of industry trends, regulations, and competitor offerings to provide informed recommendations to clients.
- Strengthened client relationships by providing personalized financial advice and exceptional customer service.
- Consistently exceeded performance targets related to asset growth, revenue generation, product penetration, and customer satisfaction scores.
CUSTOMER SERVICE REPRESENTATIVE
First United Bank
11.2023 - 04.2025
- Provided exceptional customer service by addressing account inquiries, resolving discrepancies, and guiding clients on bank products and services.
- Processed all customer financial transactions with a high degree of accuracy and attention to detail.
- Daily balancing of drawer, coin machine, and vault.
- Assisted clients in opening new accounts ensuring compliance with bank policies and regulatory standards.
- Conducted personal loan application processing, including initial customer consultation, document verification, and preliminary credit assessments.
- Promoted relevant banking products and services to clients, driving cross-selling efforts efforts to support branch goals.
- Engaging with members of the community and actively taking part in volunteer opportunities.
DELIVERY DRIVER
Doordash
04.2022 - 08.2023
- Answered, scheduled, and responded to reservation calls at specific times and locations.
- Maintained a 100% satisfaction rate by customers by delivering goods on time and in excellent condition.
- Recognized in reviews for providing excellent customer service and great communication.
BARTENDER
Touch of Texas
11.2020 - 05.2022
- Provided excellent customer service in a high-paced and environment, ensuring customer satisfaction and fostering repeat business.
- Assisted in inventory management by monitoring sock levels and orders needed to ensure smooth bar operations.
- Maintained cleanliness and organization of bar area, ensuring compliance with health standards.
Education
SHEPHERD UNIVERSITY
07.2015
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BLUE RIDGE COMMUNITY COLLEGE
12.2020
Skills
- Client relationship management
- Problem-solving
- Time management
- Excellent communication skills
- Agile and adept to change
- Microsoft Office
- Loan Application Processing
- Active learning
- Reliability
Certification
Public Notary, State of West Virginia
Expires: July 30, 2030
NMLS#: 2721867
VOLUNTEER EXPERIENCE
- Active youth leader providing mentoring and support to students on a weekly basis.
- Collaborates with local shelters to organize and distribute essential supplies on a consistent basis.
- Served at a retirement home organizing events and spending time with the patrons.
- Initiated and participated in multiple local food drives.
- Volunteers with Children's Home Society, local schools, and Chamber of Commerce events frequently
- Consistent holiday worker for the Salvation Army helping with bell ringing and collaborating to participate in Angel Tree and trunk-or-treats.
Timeline
RELATIONSHIP ADVISOR
First United Bank & Trust
05.2025 - Current
CUSTOMER SERVICE REPRESENTATIVE
First United Bank
11.2023 - 04.2025
DELIVERY DRIVER
Doordash
04.2022 - 08.2023
BARTENDER
Touch of Texas
11.2020 - 05.2022
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BLUE RIDGE COMMUNITY COLLEGE
SHEPHERD UNIVERSITY