MICHAIELA WILLIAMS
Montgomery
Summary
Professional in banking and financial services with strong focus on customer service, account management, and financial solutions. Proven ability to collaborate within teams, adapt to changing needs, and consistently achieve results. Skilled in handling transactions, advising clients on banking products, and managing client relationships. Known for reliability, communication skills, and results-driven approach.
Overview
3
3
years of professional experience
Work History
UNIVERSAL BANKER II
Truist Bank
03.2024 - Current
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Universal Banker
Truist Bank
10.2021 - 03.2024
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
Education
Bachelor of Science - Public Health
The University of Alabama
Tuscaloosa, AL05-2018
Associate of Applied Science - Business Administration
Enterprise State Community College
Enterprise, AL05-2014
Skills
- Branch operations
- Cash handling proficiency
- Customer needs assessment
- Financial planning
- Financial advising
- Risk management
- Customer service
- Account servicing
- Document preparation
- Team collaboration
Timeline
UNIVERSAL BANKER II
Truist Bank
03.2024 - Current
Universal Banker
Truist Bank
10.2021 - 03.2024
Bachelor of Science - Public Health
The University of Alabama
Associate of Applied Science - Business Administration
Enterprise State Community College
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