Nancy Fajans
Ft. Pierce
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Seasoned Senior Relationship Banker with substantial experience in driving customer satisfaction and building long-term relationships. Strengths include strategic planning, financial advisory, and risk management. Successfully improved client retention rates and maximized profitability in previous positions through personalized service and deep understanding of banking products. Capable of leveraging negotiation skills to achieve win-win outcomes for clients and organization.
Overview
24
24
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
Ft. Pierce
11.2015 - Current
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Ensured that all documents were accurately completed prior to submitting them for processing.
- Provided financial education and advice to clients, enhancing their understanding of banking options.
- Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
- Resolved problems or discrepancies concerning customers' accounts.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
- Leveraged customer service and sales abilities to consistently meet performance goals.
- Performed special services for customers, ordering bank cards and checks.
- Opened and serviced accounts within authorized limits.
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
Senior Relationship Banker
Bank of America
Port St Lucie
09.2001 - 08.2015
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Ensured that all documents were accurately completed prior to submitting them for processing.
Education
Criminal Justice
Nassau Community College
Garden City, NYSkills
- Financial planning
- Document accuracy
- Customer onboarding
- Regulatory compliance
Timeline
Senior Relationship Banker
Truist Bank
11.2015 - Current
Senior Relationship Banker
Bank of America
09.2001 - 08.2015
Criminal Justice
Nassau Community College