Summary
Overview
Work History
Education
Skills
Timeline
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Rachel Lenz

Summerville,SC

Summary

Candidate with customer service experience in both retail and banking fields. Strong work ethic with attention to detail and ability to prioritize tasks according to importance. Positive attitude with a willingness to take on multiple responsibilities and learn new skills.

Overview

12
12
years of professional experience

Work History

Relationship Banker

Truist Financial
11.2023 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Initiated retail loans and credit card applications, verifying information and supplying supporting documents for underwriting.
  • Manage client expectations on resolutions

Universal Banker

Truist Bank
08.2021 - 11.2023
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.

Team Lead

Target
03.2021 - 08.2021
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Promoted positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
  • Directed and supervised team of 8-10 engaged in customer service

Team Member

Target
12.2019 - 03.2021

Kindergarten Teacher

Norfolk Public Schools
10.2015 - 04.2016

Childcare Provider

Costal Kids Academy
01.2015 - 10.2015

Childcare Assistant

Rainbow House
08.2012 - 12.2014

Education

Psychology - Child Development And Human Relations

University of Iowa
Iowa City, IA
12.2014

Skills

  • Customer Service
  • Recordkeeping & Retention
  • Ability to learn
  • Written and Verbal Communication
  • Problem Solving
  • Records Maintenance

Timeline

Relationship Banker

Truist Financial
11.2023 - Current

Universal Banker

Truist Bank
08.2021 - 11.2023

Team Lead

Target
03.2021 - 08.2021

Team Member

Target
12.2019 - 03.2021

Kindergarten Teacher

Norfolk Public Schools
10.2015 - 04.2016

Childcare Provider

Costal Kids Academy
01.2015 - 10.2015

Childcare Assistant

Rainbow House
08.2012 - 12.2014

Psychology - Child Development And Human Relations

University of Iowa

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Rachel Lenz