PaLee Vue
Morganton,NC
Summary
Seasoned Relationship Banker with background in retail and commercial banking. Demonstrated strength in building and maintaining client relationships, product promotion, and teamwork. Proven skills in cross-selling bank products and services to fulfill customer needs. Effectively contributed to team success by meeting sales goals while delivering top-tier customer service.
Overview
16
16
years of professional experience
Work History
Relationship Banker I
TD Bank
Morganton, North Carolina
2023.08 - Current
- Recommended TD Bank products based on customer needs
- Verified identification and followed banking compliance procedures
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Processed maintenance, operations and correspondence for new and existing accounts.
Dental Assistant II
Dr. John Fish DDS
Hildebran, NC
2019.05 - 2023.07
- Prepare the patient, sterilize or disinfect instruments, set up instrument trays, prepare materials, or assist the dentist.
- Educated patients on oral hygiene and post-treatment care.
- Expose dental diagnostic x-rays.
- Take and record medical and dental histories and vital signs of patients.
Quality Analyst
Continential
Morganton, North Carolina
2018.09 - 2019.05
- Developed detailed reports to document quality control findings.
- Maintained inspection records and documentation associated with quality program.
- Analyzed test data, making computations as necessary, to determine test results.
- Verified conformance to specifications, using measuring instruments, such as rulers, calipers, gauges, and micrometers.
Teller II
Telco Community Credit Union
Morganton, North Carolina
2015.04 - 2018.09
- Completed financial transactions, including deposits, withdrawals, and loan payments.
- Cross-sold bank products and services to customers.
- Resolved problems and discrepancies concerning customers' accounts.
- Monitored bank vaults to ensure cash balances were correct.
Life Agent District Leader
Primerica
Lawrenceville, Georgia
2011.01 - 2013.02
- Performed administrative tasks, such as maintaining records and handling policy renewals.
- Generated new business through cold calling, networking events, referrals and other marketing initiatives.
- Customized insurance programs to suit individual customers, often covered variety of risks.
- Set and implemented strategic goals and initiatives to align company with mission, values, and vision.
Education
CERTIFICATION IN DENTAL ASSISTING -
Western Piedmont Community College
Morganton, NC05.2019
ASSOCIATE OF ARTS -
Western Piedmont Community College
Morganton, NORTH CAROLINA12.2016
BACHELOR OF SCIENCE (B.S.) - BUSINESS ADMINISTRATION AND LAW CANDIDATE
Western Carolina University
Cullowhee, NC, USSkills
- Customer relationship management
- Account maintenance
- Cash handling
- Wire transfers
- Banking compliance
- Customer service orientation
- Teller operations
- Account opening
- Cross-selling strategies
- Problem solving
References
References available upon request.
Timeline
Relationship Banker I
TD Bank
2023.08 - Current
Dental Assistant II
Dr. John Fish DDS
2019.05 - 2023.07
Quality Analyst
Continential
2018.09 - 2019.05
Teller II
Telco Community Credit Union
2015.04 - 2018.09
Life Agent District Leader
Primerica
2011.01 - 2013.02
CERTIFICATION IN DENTAL ASSISTING -
Western Piedmont Community College
ASSOCIATE OF ARTS -
Western Piedmont Community College
BACHELOR OF SCIENCE (B.S.) - BUSINESS ADMINISTRATION AND LAW CANDIDATE
Western Carolina University