Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Miranda Breazeale

Taylors,SC

Summary

Dynamic financial services professional with a strong track record at Pinnacle Financial Partners, excelling in customer relationship management and regulatory compliance. Proven ability to enhance client satisfaction through effective communication and personalized service, while achieving sales goals and maintaining accurate account documentation. Committed to delivering exceptional results and fostering long-term client relationships.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Financial Services Representative

Pinnacle Financial Partners
03.2024 - Current
  • Assisted clients with account inquiries and transaction processing.
  • Provided support in financial product education and services.
  • Addressed customer concerns, ensuring timely resolution and satisfaction.
  • Collaborated with team members to streamline operational procedures.
  • Maintained accurate records of client interactions and transactions.
  • Executed daily administrative tasks, enhancing workflow efficiency.
  • Adapted quickly to changes in policies and software systems.
  • Built strong relationships with clients through effective communication skills.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.

Senior Universal Banker

Synovus Bank
01.2023 - 03.2024
  • Facilitated customer transactions, ensuring accuracy and compliance with banking regulations.
  • Supported clients in selecting appropriate financial products based on individual needs and goals.
  • Educated customers on digital banking tools, enhancing user experience and engagement.
  • Collaborated with team members to streamline branch operations, improving service delivery efficiency.
  • Developed strategies to increase client retention through personalized relationship management initiatives.
  • Oversaw daily operations, ensuring adherence to bank policies while maximizing branch performance.
  • Assisted branch managers in exceeding sales goals through cross-selling and upselling various financial products.

Universal Banker

Coastal Carolina National Bank
12.2021 - 01.2023
  • Facilitated customer transactions, ensuring accurate processing of deposits and withdrawals.
  • Educated clients on banking products and services to enhance financial literacy.
  • Resolved customer inquiries efficiently, improving overall satisfaction and loyalty.
  • Maintained compliance with regulatory requirements during daily operations.
  • Assisted in training new staff on operational procedures and customer service standards.
  • Conducted account reviews to identify opportunities for cross-selling banking solutions.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
  • Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
  • Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
  • Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.

Loan Review Specialist

Southern First Bank
09.2005 - 01.2021
  • Evaluated loan documentation for compliance with organizational policies and regulatory requirements.
  • Identified discrepancies in loan applications, ensuring accuracy and completeness of data.
  • Collaborated with underwriting teams to assess creditworthiness of applicants.
  • Developed and implemented standardized review processes to streamline operations.
  • Conducted risk assessments on potential loans, enhancing overall portfolio quality.
  • Assisted in the development of reporting tools to track loan performance metrics effectively.
  • Facilitated communication between departments to resolve issues related to loan processing efficiently.
  • Increased efficiency of review process by creating templates for standardized evaluation of diverse loans types.
  • Expedited turnaround times for urgent reviews without compromising quality or accuracy of assessments.
  • Enhanced loan review process by implementing efficient tracking systems and streamlining workflows.
  • Contributed to ongoing improvement efforts through participation in training programs and workshops related to lending industry regulations and best practices.

Client Service Specialist

Southern First Bank
09.2005 - 01.2021
  • Managed client inquiries, ensuring timely responses and high satisfaction rates.
  • Developed training materials to enhance team knowledge and service delivery.
  • Streamlined communication processes, reducing response time for client requests.
  • Coordinated cross-functional teams to resolve complex client issues efficiently.
  • Implemented feedback systems to capture client insights for continuous improvement.
  • Analyzed service trends, providing recommendations for enhanced operational efficiency.
  • Mentored junior staff on best practices in client service and relationship management.
  • Led initiatives to optimize workflows, resulting in improved team performance and service outcomes.
  • Provided knowledgeable service and support for all customer needs.
  • Maintained detailed records of client interactions, facilitating seamless handoffs between team members when necessary.
  • Assisted with the development of marketing materials targeting prospective clients, showcasing the value of our company''s services.
  • Enhanced client satisfaction by promptly addressing inquiries and resolving issues.
  • Developed strong relationships with clients, fostering trust and loyalty through consistent communication and personalized service.
  • Managed client accounts with attention to detail, ensuring accurate billing and recordkeeping.
  • Streamlined internal processes for improved efficiency and timely service delivery to clients.
  • Implemented a proactive approach towards anticipating potential roadblocks or challenges impacting the success of a given project or relationship.
  • Delivered exceptional customer service through timely responses and personalized follow-up communications.
  • Collaborated with cross-functional teams to develop customized solutions, tailored to meet specific client needs.
  • Supported Type projects with advanced skills in document management, customer relations and reporting.
  • Trained new team members on best practices in client services, elevating overall team performance.
  • Spearheaded efforts to expand into new markets by conducting extensive research on customer preferences.
  • Assisted with special marketing projects by coordinating distribution of marketing mailers, contacting customers to explain new marketing campaigns.

Client Service Representative

Southern First Bank
09.2005 - 01.2021
  • Delivered exceptional customer service, addressing inquiries and resolving issues efficiently.
  • Maintained up-to-date knowledge of products and services to enhance client interactions.
  • Trained new team members on customer service protocols and best practices.
  • Streamlined communication processes between departments to improve client response times.
  • Analyzed customer interactions to identify trends and drive strategic initiatives for retention.
  • Collaborated with cross-functional teams to ensure alignment on client needs and expectations.
  • Handled sensitive client information with discretion, ensuring confidentiality at all times.
  • Delivered outstanding customer service by maintaining a professional demeanor during high-pressure situations.
  • Handled incoming calls, delivering timely and precise information to clients regarding products and services.

Loan Operations Specialist

Greer State Bank
07.1997 - 08.2005
  • Managed loan documentation processes to ensure accuracy and compliance with regulatory standards.
  • Coordinated loan processing workflows to enhance operational efficiency and reduce turnaround time.
  • Analyzed borrower information to assess creditworthiness and determine loan eligibility criteria.
  • Developed training materials for new staff, fostering understanding of loan operations procedures.

Teller Specialist

Greer State Bank
07.1997 - 08.2005
  • Processed customer transactions accurately and efficiently.
  • Assisted customers with account inquiries and product information.
  • Managed cash drawer, ensuring accurate balance throughout shifts.
  • Trained new tellers on operational procedures and customer service standards.
  • Resolved customer complaints, enhancing overall satisfaction and loyalty.
  • Implemented best practices for transaction processing to improve efficiency.
  • Collaborated with branch team to achieve service quality goals consistently.

Education

Business Administration

University of South Carolina Upstate
Spartanburg, SC
06.1995

Blue Ridge High School
Greer SC
06.1993

Skills

  • Financial services
  • Customer relationship management
  • Cash management
  • Cash handling
  • Account documentation
  • Regulatory compliance
  • Financial product sales
  • Portfolio management
  • Customer relationship building
  • Sales goals
  • Account maintenance
  • Loan applications
  • Relationship management
  • Certificates of deposit
  • Teller transactions
  • Financial planning
  • Sales quota achievement
  • Account retention
  • MS office
  • Goal setting and tracking
  • Records management
  • Financial information systems
  • Payments processing
  • Loan and grant knowledge
  • Strong work ethic
  • Client relationship building
  • Analytical thinking
  • Punctual and dependable
  • Billing and invoicing

Certification

NMLS

Timeline

Financial Services Representative

Pinnacle Financial Partners
03.2024 - Current

Senior Universal Banker

Synovus Bank
01.2023 - 03.2024

Universal Banker

Coastal Carolina National Bank
12.2021 - 01.2023

Loan Review Specialist

Southern First Bank
09.2005 - 01.2021

Client Service Specialist

Southern First Bank
09.2005 - 01.2021

Client Service Representative

Southern First Bank
09.2005 - 01.2021

Loan Operations Specialist

Greer State Bank
07.1997 - 08.2005

Teller Specialist

Greer State Bank
07.1997 - 08.2005

Business Administration

University of South Carolina Upstate

Blue Ridge High School

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