Meivel Gregory
Bowie,MD
Summary
Dynamic Relationship Banker with a proven track record at Truist Bank, excelling in customer satisfaction and cross-selling financial solutions. Skilled in relationship management and cash handling, I foster client loyalty through personalized service and expert advice, consistently enhancing business opportunities and achieving sales targets.
Overview
7
7
years of professional experience
Work History
Relationship Banker
Truist Bank
Maryland
04.2023 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Assisted customers with completing required forms for opening and closing bank accounts.
- Cultivated strong customer relationships by providing tailored advice and services.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.
- Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
- Analyzed customers' financial information to deliver personalized account guidance.
- Adapted products and services to suit customers' changing financial circumstances.
Relationship Banker
M&T Bank
Annapolis, MD
09.2021 - 04.2023
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
- Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
- Enhanced client trust and loyalty by providing personalized financial advice and solutions.
Assistant Manager
Aldi
Bowie, MD
10.2018 - 09.2021
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Maintained a clean, safe, and organized store environment to enhance the customer experience.
- Developed strong working relationships with staff, fostering a positive work environment.
- Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
- Completed regular inventory counts to verify stock levels, address discrepancies, and forecast future needs.
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
Education
Computer Science - Computer And Information Systems
COTEMI
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial services
- Cross-selling products
- Community relations
- Recordkeeping requirements
- Cash flow management
- Multitasking Abilities
- Organizational skills
- Teamwork and collaboration
Languages
Spanish
Native or Bilingual
Timeline
Relationship Banker
Truist Bank
04.2023 - Current
Relationship Banker
M&T Bank
09.2021 - 04.2023
Assistant Manager
Aldi
10.2018 - 09.2021
Computer Science - Computer And Information Systems
COTEMI