Megan Daniel
Dallas,GA
Summary
Dynamic Senior Relationship Banker at TRUIST with a proven track record in cross-selling and portfolio management. Expert in cash flow analysis and relationship building, I enhanced client satisfaction and loyalty through personalized financial solutions, driving revenue growth and streamlining processes. Committed to delivering exceptional customer service and fostering strong client connections. I enjoy helping clients and it is my passion.
Overview
19
19
years of professional experience
Work History
Senior Relationship Banker
TRUIST
Hiram, GA
03.2012 - Current
- Cultivated strong client relationships through personalized financial advice and guidance.
- Analyzed customer needs to recommend suitable banking products and services.
- Streamlined processes for account opening and maintenance, reducing turnaround times.
- Evaluated risk factors in loan applications, ensuring compliance with regulatory standards.
- Implemented training sessions focused on product knowledge and sales techniques for staff development.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Reported directly to the branch manager, offering weekly updates on client portfolio performance, new business development progress, and other pertinent metrics.
- Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
- Coordinated with internal departments such as credit analysis or risk management teams for obtaining necessary approvals on high-profile transactions.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Conducted financial reviews with clients to identify opportunities for additional product offerings or improvements in their current situation.
- Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
- Assisted clients with credit applications, guiding them through the process from initial inquiry to loan approval.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Adapted products and services to suit customers' changing financial circumstances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Discussed financial options with clients and provided informed suggestions.
- Helped clients navigate fraudulent transactions on their checking accounts, savings accounts, and credit cards.
- Prevented fraudulent activity on customer accounts.
Server
Buffalo Wild Wings
Douglasville, GA
05.2007 - 03.2012
- Provided exceptional customer service in fast-paced dining environment.
- Accurately processed orders and managed cash register transactions.
- Maintained cleanliness and organization of dining area and service stations.
- Collaborated with kitchen staff to ensure timely food delivery.
- Assisted in training new servers on menu items and service standards.
- Adapted quickly to changing customer needs and high-pressure situations.
- Implemented suggestions for improving workflow efficiency during peak hours.
- Enhanced guest experience through personalized service and attention to detail.
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
- Cultivated warm relationships with regular customers.
- Enhanced customer satisfaction by promptly attending to their needs and providing personalized service.
- Provided attentive service during high-volume periods without sacrificing attention to detail or guest rapport.
- Assisted in training new hires, providing guidance on restaurant standards and best practices.
Education
High School Diploma -
South Paulding High School
Douglasville, GA05.2008
Skills
- Cash flow analysis
- Loan origination
- Portfolio management
- Wealth management
- Cross-selling techniques
- Credit risk assessment
- Money handling
- Cash handling
- Customer Service-oriented
- Relationship building and management
- Banking
- Teller support
- Resourcefulness
- Financial services
- Loans
- Account closings
- Financial processes
- Teamwork
- Teamwork and collaboration
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent communication
- Critical thinking
- Computer skills
- Organizational skills
- Active listening
- Effective communication
- Adaptability and flexibility
- Verbal and written communication
- Decision-making
Timeline
Senior Relationship Banker
TRUIST
03.2012 - Current
Server
Buffalo Wild Wings
05.2007 - 03.2012
High School Diploma -
South Paulding High School