Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Priscilla Antony

Pembroke Pines,FL

Summary

Top-notch Sr. Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Senior Relationship Banker

Truist Bank
02.2022 - Current


  • Provided advice on different bank products and financial options.
  • Built and maintained productive relationships with internal and external C-level executives to facilitate business success.
  • Managed portfolio of accounts and monitored for issues in need of attention.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Opened, closed and updated accounts for customers.
  • Continually boosted branch production and revenue by 30% by consistently meeting all monthly and quarterly sales goals.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Performed loan servicing functions to check compliance with applicable terms and conditions.
  • Mentored junior Relationship Bankers, sharing best practices for success in the role.
  • Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
  • Referred customers to other banking departments for specialized services.
  • Resolved problems, improved operations and provided exceptional service.
  • Represented bank at community events to establish strong ties and promote business.

Personal Baker

SunTrust
03.2017 - 04.2021
  • Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
  • Tracked and processed customer account requests and applications.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Maintained customer records and updated account information.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Verified customer identity and reviewed documentation for accuracy.
  • Presented new and additional products and services to existing customers.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Explained account terms and conditions to customers.
  • Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.


Teller

SunTrust
10.2014 - 03.2017
  • Counted, verified and handled bank deposits and armored car transactions.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
  • Received loan and utility payments, sending funds to correct destinations.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Wrote and distributed customer correspondence.
  • Referred customers to other banking departments for specialized services.
  • Processed customer transactions promptly, minimizing wait times.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
  • Monitored and verified suspicious activity on customer accounts.
  • Provided training to new tellers on bank procedures, systems, and customer service best practices.
  • Demonstrated adaptability during peak business hours by multitasking and prioritizing tasks to maintain efficiency and quality of service.
  • Educated customers on use of banking website and mobile apps.
  • Achieved Company list of Gold Performance in 2015

Customer Service and Sales Representative

Wells Fargo & Company
06.2012 - 05.2014
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Assessed client needs proactively during interactions, offering tailored solutions that aligned with their financial objectives.
  • Collaborated with team members to achieve branch sales targets by promoting banking products and services.
  • Built strong relationships with customers, fostering trust and loyalty through exceptional service.
  • Cross-sold credit cards, loans and other bank products.
  • Collected feedback from customers to help improve service delivery and banking processes.
  • Went above and beyond with service to promote loyalty and support bank goals.

Education

BBA - Finance

University of Puerto Rico - Carolina
Carolina, PR
05.2008

Skills

  • Consumer banking
  • Security knowledge
  • Customer Relationship Management
  • Teller experience
  • Educating clients
  • Cross-selling expertise
  • Account openings
  • Account servicing
  • Relationship building
  • Financial advice
  • Statement Review
  • Payment Coordination
  • Past Due Account Management
  • Database Updates
  • Computer skills
  • Reviewing Data
  • Financial Software
  • Filing
  • Excel Proficiency

Certification

Notary Public of Florida

Languages

Spanish
Native or Bilingual

Timeline

Senior Relationship Banker

Truist Bank
02.2022 - Current

Personal Baker

SunTrust
03.2017 - 04.2021

Teller

SunTrust
10.2014 - 03.2017

Customer Service and Sales Representative

Wells Fargo & Company
06.2012 - 05.2014

BBA - Finance

University of Puerto Rico - Carolina

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Priscilla Antony