Detail-oriented Relationship Banker with expertise in banking and finance. Skilled in building relationships, achieving sales goals, and delivering exceptional customer service. Proficient in multitasking, problem-solving, and promoting products to enhance customer loyalty and satisfaction. Committed to helping clients navigate financial needs and options.
Overview
9
9
years of professional experience
Work History
Relationship Banker II
Regions Bank
Greenville, MS
07.2024 - 07.2026
Cultivated strong customer relationships to enhance satisfaction and loyalty.
Assessed client financial needs and provided tailored banking solutions.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Educated clients on products and services, driving engagement and utilization.
Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Collaborated with team members to streamline account management processes.
Oversaw complex transactions, ensuring compliance with bank policies and regulations.
Analyzed customer feedback to identify service improvement opportunities.
Relationship Banker I
Regions Bank
Greenville, MS
11.2022 - 07.2024
Addressed customer inquiries on account balances, transaction history, service charges, and interest rates, enhancing customer understanding.
Resolved customer issues promptly, strengthening relationships between the bank and clients.
Built client trust through confidentiality and protection of sensitive financial information, reinforcing customer loyalty.
Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
Completed customer transactions efficiently at service desk. promptly, minimizing wait times.
Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
Credentialing Specialist
Delta Health System- The Medical Center
Greenville, MS
06.2022 - 11.2022
Conducted primary source verifications such as background checks and board certifications.
Evaluated applications for missing and inaccurate information to ensure completeness and accuracy.
Obtained NPI numbers for providers and facilities and updated existing profiles.
Enrolled providers and Medicaid, Medicare and private insurance plans.
Streamlined filing systems for confidential employee records, enhancing accessibility and efficiency.
Improved office efficiency by effectively managing internal communications and correspondence.
Analyzed compliance data to identify trends of non-compliant behavior and address them proactively.
Accounts Payable Clerk, Salesperson, Service
Sparks Nissan And Kia
Monroe, Louisiana
06.2020 - 05.2022
Processed vendor invoices and incoming payments to maintain accurate financial records.
Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
Networked within community to build and nurture successful relationships with new and long-term customers.
Developed customer relationships to drive repeat business and increase sales opportunities.
Asked open-ended questions to determine needs and assisted customers in selecting appropriate merchandise.
Provided product benefits and advantages and discussed pricing with interested parties.
Discussed options with clients and determined appropriate plans.
Assistant Manager
Kirkland’s
MONROE, LA
09.2019 - 05.2020
Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
Mentored sales team in applying effective sales techniques and delivering top-notch customer service.
Coordinated scheduling and delegated assignments to optimize coverage and enhance service delivery.
Set and enforced policies focused on increasing team productivity and strengthening operational efficiency.
Enhanced merchandising and promotional strategies to elevate customer engagement and drive sales growth.
Promoted complementary products and educated customers on store promotions, contributing to increased sales revenues.
Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
Receptionist
HR Block
MONROE, LA
01.2020 - 04.2020
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
Answered central telephone system and directed calls accordingly.
Directed incoming calls to appropriate personnel and departments, ensuring timely response to callers' needs.
Answered questions and addressed, resolved or escalated issues to management personnel to satisfy customers
Addressed inquiries and escalated issues to management, contributing to client satisfaction.
Confirmed appointments, communicated with clients and updated client records.
Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information
Maintained clean and organized reception area, enhancing visitors' first impression.
Sales Lead
Champs Sports
MONROE, LA
11.2018 - 01.2020
Provided personalized service and support to enhance sales and customer satisfaction
Coordinated with territory, regional, and strategic managers for daily support and strategic account planning
Contacted customers as soon as issues arose to immediately find resolution before problems escalated
Used POS system to process sales, returns, online orders and gift card activations
Designed and set up merchandise displays to promote key products and attract customer attention
Organized store merchandise racks and displays to promote and maintain visually appealing environments
Receptionist
H&r Block Inc.
MONROE, LA
12.2017 - 04.2018
Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance
Answered inquiries and resolved issues to enhance client satisfaction
Answered questions and resolved issues or escalated to management to enhance customer satisfaction.
Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information
Managed incoming calls by routing to appropriate personnel and departments to address caller needs effectively.
Maintained cleanliness of reception area to create welcoming environment and ensure positive first impression for visitors.
Front Counter Crew Member
Raising Canes
WEST MONROE, LA
06.2017 - 11.2017
Assisted customers with purchases, item location, and enrollment in reward programs, enhancing customer loyalty and satisfaction
Used POS system to enter orders, process payments, and issue receipts
Maintained accurate and secure cash drawers by verifying bills for counterfeit markers and ensuring proper change levels
Counted cash at start and end of each shift to ensure balanced cash register and accuracy in transactions
Refilled stock of silverware, napkins and cu items in restaurant environments
Education
Associate of Applied Science - Business And Information Technology
Louisiana Delta Community College
Monroe, LA
05.2019
High School Diploma -
Rayville High School
Rayville, LA
05.2016
Skills
Financial analysis
Customer Relations
Relationship building
Communication skills
Problem-solving skills
Multi-tasking
Time Management
Leadership
Networking skills
Languages
English
Timeline
Relationship Banker II
Regions Bank
07.2024 - 07.2026
Relationship Banker I
Regions Bank
11.2022 - 07.2024
Credentialing Specialist
Delta Health System- The Medical Center
06.2022 - 11.2022
Accounts Payable Clerk, Salesperson, Service
Sparks Nissan And Kia
06.2020 - 05.2022
Receptionist
HR Block
01.2020 - 04.2020
Assistant Manager
Kirkland’s
09.2019 - 05.2020
Sales Lead
Champs Sports
11.2018 - 01.2020
Receptionist
H&r Block Inc.
12.2017 - 04.2018
Front Counter Crew Member
Raising Canes
06.2017 - 11.2017
High School Diploma -
Rayville High School
Associate of Applied Science - Business And Information Technology