Natalie Stilwell
Summary
Top-notch Relationship Banker with solid background in banking, finance, and consumer loans. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
14
14
years of professional experience
Work History
Relationship Banker
Truist Financial Coporation
11.2022 - Current
- Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality tailored financial guidance, creating long term growth.
- Explained very technical financial information to applicants in easy to understand language.
- Fostered a positive working environment while collaborating with branch team members to improve overall performance and achieve sales targets consistently.
- Achieved sales targets consistently by actively sourcing new leads through cold calling programs and having in-depth conversations.
- Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
- Contributed to the growth of the consumer lending portfolio through proactive cross-selling strategies and targeted marketing efforts.
- Maintained compliance with regulatory requirements, ensuring adherence to policies and guidelines in all lending activities.
- Streamlined loan processing applications, including home equity lines, expediting turnaround times for applications and disbursements.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
- Assisted borrowers in understanding repayment options and restructuring existing debts when necessary for improved financial health.
RCA/Postal Carrier
United States Postal Service, USPS
07.2021 - 09.2022
- Maintained energy and enthusiasm in fast-paced environment.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Planned and cased mail in sequence of delivery for designated route.
- Collected mail from letter boxes on specific route both on foot and by vehicle.
- Directly interacted with customers to deliver mail, packages and ordered goods.
- Sorted and placed mail into mailboxes and post office boxes with high levels of accuracy.
- Loaded and secured items in trucks to avoid damage to parcels during delivery.
- Used portable devices to maintain system records by scanning items delivered to homes and businesses.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Worked flexible hours; night, weekend, and holiday shifts.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
Personal Assistant
The McVearry Practice
11.2020 - 07.2021
- Personalized website design.
- Projects and assignments completed by deadlines.
- Targeted research towards writing articles/references for the website.
- Step-by-step directions, written and verbal, walkthrough with technology and procedures. Identify, communicate, resolve, and progress technical and procedural roadblocks
- Displayed absolute discretion at handling confidential information.
- Oversaw personal and professional calendars and coordinated appointments for future events.
- Maintained appropriate filing of personal and professional documentation.
- Sourced and ordered office equipment and supplies.
- Provided multifaceted services to career professionals by running errands, managing mail, scheduling appointments and arranging transportation.
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Disclose and ensure clarity with clients on services, prices, and guarantees
- Assist and see through all IT issues
- Installing software to all workplace devices.
Technology Advisor
Verizon Wireless
11.2016 - 11.2020
- Professional office setting
- Multi-tasking, juggle multiple requests, with multiple programs at once, while keeping a level head.
- Worked closely with management teams to plan, develop, coordinate and execute technical strategies aligned to client's vision, mission and purpose.
- Guided clients towards products that worked for their needs and wants.
- The ability to connect with my customer base to a personal level to create trust and build a long term relationship.
- Capable of empathy but be able to lead a conversation.
- Discovering the needs of the customer and positioning them with the right product(s) that would work for them with the sales process.
- Selling the benefits of products, having good judgement of their needs and wants.
- Coordinated with management teams to plan, develop, align and execute strategies that would meet client's vision, mission and purpose.
- Led and assisted technical upgrade projects for clients by working and coordinating with consultants and developers for integrations.
- Team-Viewer experience
- Over-the-phone, step-by-step tech support.
- Scheduling appointments, understanding promotions and putting them to use correctly.
- Adapting to current promotions and changes in the company
- Assisting the manager with interviews and new hires, making the store schedule, filing Sale Summaries and Post Sale Checklists, listening to the customer and deciphering which product(s) would be better for them and their needs/wants.
- Processing, shipping, and returning defective devices, returns, and trade-ins.
- Ordering inventory and other store and staff related needs.
- Tech support and IT is a large part of this job, which I love to provide for the customer when he/she/they would come into the store.
Landscaping Assistant/Housekeeper
Family Business
04.2010 - 09.2016
- Worked directly with clients.
- Guided clients towards beneficial services for their home.
- Precise listening skills to pinpoint exact customer requests to organize, clean, or add inside or outside their home.
- Maintained long lasting, trustworthy, relationship with clients.
- General housekeeping for clients.
- Maintained grounds by trimming, weeding and general clean-up.
- Trimmed greenery, shrubs and hedges to maintain uniform appearance.
- Handled hedge, bush and shrub trimming.
- Removed and disposed of plant debris from work sites to keep areas safe and well-organized.
- Installed stonework according to landscape design plan and client specifications.
- Monitored weekly and daily scheduled tasks to achieve desired workflow speed.
- Assisted with weekly scheduling.
- Created striking landscape designs, applying years of diverse industry knowledge.
Education
Bachelor of Science - Environmental Science
American Public University System
Charles Town, WV05.2024
Skills
- 10 years Technology based Customer Service
- Friendly Communication
- Ability To Multitask
- Relationship building and management
- Sales expertise
- Cash Handling
- Financial Services
- Financial Planning
- Cross-Selling Products
- Financial Advising
- Loss Prevention
- Proficient in Sprint Loan System
- Proficient in Client Central
- Loan Origination
- Proficient in Microsoft Teams/Outlook
- Investment Advisory
- Banking operations knowledge
- Decision-Making
Timeline
Relationship Banker
Truist Financial Coporation
11.2022 - Current
RCA/Postal Carrier
United States Postal Service, USPS
07.2021 - 09.2022
Personal Assistant
The McVearry Practice
11.2020 - 07.2021
Technology Advisor
Verizon Wireless
11.2016 - 11.2020
Landscaping Assistant/Housekeeper
Family Business
04.2010 - 09.2016
Bachelor of Science - Environmental Science
American Public University System
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