Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Natasha Robertson

Humble,TX

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Private Banking Group Specialist

PNC Bank-Remote
10.2021 - 11.2023
  • Managed book of business for multiple Relationship Managers each book of 700+
  • Strategized in the review and proactive outreach to potential clients to build business with a daily goal of household reached.
  • Set up and updated customer accounts and CRM with interactions, payments and personal information.
  • Conducted interviews with key business users to collect information on business processes and user requirements.
  • Developed complex dashboard and reporting tools to track business performance metrics.

Senior Client Specialist

PNC Bank- Remote
08.2020 - 10.2021
  • Provides second line of support in Online banking, loans, mortgages problem solving and implementation efforts for customer.
  • Complied with all state, bank, and federal regulation.
  • Engaged with customers to build business relationships.
  • Proactively engaged customer in various departments in order to provide in-depth product knowledge in non-commissioned environment
  • Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
  • Networked with other professionals and organizations to expand contacts and opportunities.

Senior Loan Officer

PNC Bank- Tuscaloosa, AL
10.2018 - 07.2020
  • Proficient in managing risk through adherence to all policies and procedures, demonstrating sound judgment within established limits
  • Demonstrates a heightened scrutiny to identify and avoid loss
  • Established pipelines and recommendations to clients for lending solutions within lending guidelines
  • Had full PNC conversation with every client to ensure PNC is assisting them in reaching their individual financial goals
  • Completed all federal reporting in a timely and accurate manner
  • Met monthly sales goals in an ethical manner.

Senior Banker

Synovus Bank – Northport, AL
10.2017 - 10.2018
  • Answered phone and email inquiries on banking
  • Collaborated with the compliance department to eliminate procedural errors and margin breaks
  • Assessed clients' financial situations to develop strategic financial planning solutions.

Education

Associate Of Business Administration - Business

University of Phoenix
Phoenix, AZ
09.2021

Skills

  • Organizational Logistics
  • Time management
  • Account Review
  • Customer Research
  • Risk Management
  • Financial Management
  • Persuasion Techniques
  • Records Management
  • Call Center Experience
  • Goals and Performance

Certification

Southern New Hampshire University, October 2023

Timeline

Private Banking Group Specialist

PNC Bank-Remote
10.2021 - 11.2023

Senior Client Specialist

PNC Bank- Remote
08.2020 - 10.2021

Senior Loan Officer

PNC Bank- Tuscaloosa, AL
10.2018 - 07.2020

Senior Banker

Synovus Bank – Northport, AL
10.2017 - 10.2018

Associate Of Business Administration - Business

University of Phoenix

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Natasha Robertson