Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Natalie Buice

Sebring ,FL

Summary

Dynamic Relationship Banker at Truist Bank with a proven track record in enhancing customer satisfaction and loyalty through personalized financial solutions. Expert in cash handling and financial advising, I excel in building strong client relationships and achieving sales targets, contributing to increased business opportunities and client retention.

Overview

8
8
years of professional experience

Work History

Relationship Banker

Truist Bank
06.2023 - 04.2025
  • 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.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • 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.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Enhanced client trust and loyalty by providing personalized financial advice and solutions.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Collected customer information and completed new account forms.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Tailored investment advice to align with clients' financial goals, fostering long-term growth.
  • Optimized client portfolio management, leading to better financial health for clients.
  • Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
  • Improved customer satisfaction by offering expedited service for loan and credit applications.
  • Conducted comprehensive needs assessments to tailor banking products effectively to individual client requirements.
  • Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
  • Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Conducted comprehensive financial reviews for clients, resulting in more informed decision-making and better risk management.
  • Participated in ongoing professional development opportunities to remain current in industry best practices and continually improve service provision.

Universal Banker

Truist
08.2021 - 06.2023
  • 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.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • 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.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Part Time Teller

Truist
08.2019 - 08.2021
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.

Cashier

Marshalls
06.2017 - 08.2019
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Built relationships with customers to encourage repeat business.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Restocked and organized merchandise in front lanes.
  • Assisted customers with returns, refunds and resolving transaction issues.
  • Stocked, tagged and displayed merchandise as required.
  • Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
  • Resolved customer complaints professionally, leading to improved customer relations and loyalty.
  • Answered questions about store policies and addressed customer concerns.
  • Contributed to store success by maintaining high standards of cleanliness throughout the facility.
  • Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
  • Promoted store promotions and incentive programs to increase overall sales revenue.

Education

High School Diploma -

Lake Placid High School
Lake Placid, FL

South State College
Avon Park, FL

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Financial services
  • Money handling
  • Creative thinking
  • Financial planning
  • Cross-selling products
  • Banking
  • Financial advising
  • Loans
  • Cash flow management
  • Policy development and implementation
  • Loan origination
  • Employee motivation
  • Loss prevention
  • Debt restructuring
  • Project management
  • Portfolio management
  • Security
  • Account closings
  • Customer financing
  • Teller background
  • Credit assessment
  • Critical thinking
  • Organizational skills
  • Excellent communication
  • Teamwork and collaboration
  • Decision-making
  • Time management
  • Written communication
  • Active listening
  • Documentation
  • Attention to detail
  • Multitasking
  • File maintenance
  • Account updating
  • Customer service
  • Records maintenance
  • Team building
  • Relationship building
  • Task prioritization
  • Analytical thinking
  • Teamwork
  • Problem-solving
  • Effective communication
  • Sales experience
  • Self motivation
  • Product knowledge
  • Interpersonal skills
  • Goal setting
  • Client relationship management
  • Risk assessment
  • Professionalism
  • Record keeping
  • Time management abilities
  • Sales strategies
  • Financial reporting
  • Financial transactions
  • Fraud detection
  • Financial analysis
  • Teller support

Languages

Spanish
Native or Bilingual

Timeline

Relationship Banker

Truist Bank
06.2023 - 04.2025

Universal Banker

Truist
08.2021 - 06.2023

Part Time Teller

Truist
08.2019 - 08.2021

Cashier

Marshalls
06.2017 - 08.2019

High School Diploma -

Lake Placid High School

South State College

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Natalie Buice