Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Sandy Spring Bank
11.2021 - Current
Atlantic Union Bank
10.2018 - 11.2021
Pentagon FCU
09.2017 - 09.2018
Union Bank & Trust
03.2005 - 09.2017
Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
Develop and maintain knowledge of bank products, services, including other lines of business
Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Online Banking, Mobile Banking, ATM Banking)
Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting as well as Networking events
Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
Promote the branch’s overall growth through the development and retention of new and existing customers
Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Uncover and provide solutions for lending needs
Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
Adhere to all applicable laws and regulations governing bank operations, including compliance with Sandy Spring Bank BSA/AML Policy and Procedures
Ensure that all required training is successfully completed
Other duties as assigned.
Education
Associate Degree - Banking Management
Skills
Proven ability to recognize and respond to sales opportunities
Excellent customer interaction
Well organized
Attention to detail
Flexible, able to adapt to change
Intermediate PC skills
Job Description
Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience
Develop and maintain knowledge of bank products, services, including other lines of business
Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Online Banking, Mobile Banking, ATM Banking)
Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting as well as Networking events
Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships
Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals
Promote the branch’s overall growth through the development and retention of new and existing customers
Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management)
Uncover and provide solutions for lending needs
Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services
Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits
Adhere to all applicable laws and regulations governing bank operations, including compliance with Sandy Spring Bank BSA/AML Policy and Procedures.
Ensure that all required training is successfully completed
Other duties as assigned
Other
Seminars, banking courses and training classes on various banking issues.