Megan Broughman
Richmond,VA
Summary
Financial services professional with excellent client and project management skills. Reliable in fast-paced financial environments and focused on maintaining high levels of accuracy and efficiency. Knowledgeable about overseeing agreements, enforcing policies and optimizing procedures for dynamic requirements. Focused on maintaining consistence, quality, and compliance in all areas.
Overview
6
6
years of professional experience
Work History
Concierge Personal Banker
Atlantic Union Bank
Richmond, VA
06.2023 - Current
- Partner with Wholesale Relationship Managers to open and maintain accounts.
- Perform compliance and due diligence reviews using OFAC, ChexSystems, and BizChex.
- Maintained detailed records of all transactions related to commercial banking activities.
- Coordinated with other departments within the bank such as underwriting, compliance, accounting., as needed.
Relationship Banker
TRUIST
Richmond, VA
04.2022 - 06.2023
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Coordinated with compliance and risk management teams to ensure transactions met all regulatory standards.
Universal Banker
TRUIST
Richmond, VA
03.2021 - 04.2022
- Advised customers on bank products, services, and financial planning options.
- Trained and coached less experienced team members in procedures, compliance standards, and performance strategies.
- Ensured compliance with state and federal banking regulations through regular reviews.
Teller
SunTrust/TRUIST
Richmond, VA
09.2018 - 03.2021
- Maintained optimal financial controls by securing funds and making accurate transactions.
- Researched and resolved client issues on personal savings, checking, and other accounts.
- Identified client and non-client financial needs, goals, and objectives and offered appropriate financial products to suit those needs.
Education
GED -
Cosby High School
2008
John Tyler Community College
2010
Skills
- Risk management and retention policies
- Regulatory knowledge
- Financial processes understanding
- Data Entry
- Notary Public
- Customer Relationship Management
Timeline
Concierge Personal Banker
Atlantic Union Bank
06.2023 - Current
Relationship Banker
TRUIST
04.2022 - 06.2023
Universal Banker
TRUIST
03.2021 - 04.2022
Teller
SunTrust/TRUIST
09.2018 - 03.2021
GED -
Cosby High School
John Tyler Community College
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