Summary
Overview
Work History
Education
Skills
Job Description
Other
Certification
Timeline
Generic

Novita Ancrum

Sterling,VA

Summary

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.

Certification

Notary Public

Timeline

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

Associate Degree - Banking Management

Novita Ancrum