Engages and consults with consumer and small business customers to identify, understand, and prioritize financial needs
Champions the customer's financial success through positioning product solutions and engaging appropriate partners
Pursues new business using sales management tools to proactively identify, retain and deepen current customer relationships and to identify and develop prospective clients
Meets or exceeds individual performance sales, referral and activity goals while supporting the goals of the branch and company
Opens and services accounts
Interviews consumer and small business loan applicants to identify loan opportunities and process and close loans
Adheres to Branch Operations Standards, policies and procedures and regulatory guidelines to protect against risk
Maintains a high level of awareness to recognize and report suspected fraud
Follows the business code of conduct including reporting known or suspected violations to the appropriate Company authority in a timely fashion
Completes compliance and other assigned training on time
Performs other related duties as required.
Relationship Banker II
Regions Bank
01.2019 - 05.2022
Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions’ solutions
Conducts outbound phone calls using generated customer and prospect lead lists to expand existing customer relationships and acquire new ones
Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types
Provides a consistent optimal customer experience, which may consist of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose
Owns and resolves customer issues
Follows all bank processes and procedures and adheres to applicable laws and regulations.
Child Support Services Agent II
Department of Child Support Services
01.2018 - 01.2019
Establishes child support obligations and ensures that such obligations are met
Communicates with clients and other constituents via telephone, email correspondence and direct contact to ensure that support obligations are met
Manages a caseload to ensure that child support obligations are met
Performs other professional responsibilities as assigned by supervisor.
Economic Support Specialist
Department of Family and Children Services
04.2017 - 01.2018
Determines initial and ongoing eligibility for Family Medicaid, Aged, Blind, Disabled Medicaid, or Food Stamps
Processes applications, reviews, hearing request and/or changes using appropriate criteria and policies consistently; according to established guidelines
Provides professional, courteous, and helpful customer service to our internal and external customers
Performs other professional responsibilities as assigned.
Teller Coordinator
SunTrust
12.2014 - 04.2017
Supervise and coordinate the day-to-day activities of the teller line for the bank branch
Manage teller schedules ensuring continuous coverage of teller functions and adherence to established schedules
Work closely with branch management to communicate key information to the branch team regarding changes to bank policies, procedures, products and services
Lead the teller line in cross-selling, referrals and new business efforts in support of branch referral goals
Serves as Back up to relationship banker when needed
Follow SunTrust customer service standards to build rapport and develop high touch service as you get to know your customers.
Education
Bachelor of Science - Business Administration, Human Resource Management
Southern New Hampshire University
05.2023
Skills
Microsoft Office
Time Management
Conflict Resolution
Team Player
Typing 65 WPM
Customer Service
References
Available Upon Request
Timeline
Senior Relationship Banker
Synovus
07.2022 - Current
Relationship Banker II
Regions Bank
01.2019 - 05.2022
Child Support Services Agent II
Department of Child Support Services
01.2018 - 01.2019
Economic Support Specialist
Department of Family and Children Services
04.2017 - 01.2018
Teller Coordinator
SunTrust
12.2014 - 04.2017
Bachelor of Science - Business Administration, Human Resource Management
Marketing Technology Program Manager/ Marketing Platforms Developer at SynovusMarketing Technology Program Manager/ Marketing Platforms Developer at Synovus