RENEE SULLIVAN
Cadence Bank Now Huntington National Bank
Macon,GA
27
years of professional experience
Professional Financial Relationship Banker skilled in customer relationship management, financial advising, and documentation processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure team engagement.
Work History
Personal Banker III/ Financial Relationship Banker
4 Years 5 Months- Built and maintained customer relationships through consultative banking discussions and tailored product recommendations aligned with client needs to improve overall satisfaction.
- Successfully opened through our FHQ platform checking, savings, certificate of deposit, RMMA, IRA, POA, trust, and safe deposit box lease agreements to support clients needs with accuracy.
- Managed preparation of domestic and international wire transfers to support client payment needs.
- Managed consumer loan and credit card application processing to support accurate, compliant client documentation.
- Investigated and resolved account issues, identified transaction discrepancies, and addressed service concerns through professional customer communication.
- Evaluated mortgage and investment needs, referring suitable opportunities to specialty partners to support client coverage.
- Resolved customer issues with timely, professional communication and empathetic engagement to maintain excellent customer satisfaction ratings.
- Provided client education on online banking mobile tools and account features to enable confident self-service usage.
- Monitored KYC documentation and regulatory workflow execution to ensure compliance with banking policies and regulatory procedures.
Branch Banker III
2 Years 8 Months- Cross-sold wide range of services and products to increase new business and expand existing client relationships. Including IRA's, CD's, Credit Cards, Lending and Refinance opportunities.
- Assisted clients with application for POA, Trust, Conservatorship and Estate accounts with review of probate documents delivered to legal team for approval.
- Collected cash and checks for deposit or processed withdrawals by examining checks for endorsements, verifying amounts, inputting into computer systems and printing receipts.
- Investigated and resolved account issues by offering applicable solutions to clients.
- Opened new accounts and made changes to existing accounts. Including personal and small business accounts.
- Identified customer desires and goals through needs-based sales tactics.
- NMLS registered, compliant with current bank regulations.
- Managed over 25 customer calls per day
Business Development Partner
1 Year 10 Months- Delivered sales and exceeded target revenues for New Business Goals in FY 2019 at +9%. New Product Launch sales for FY 2018 and 2019 100% buy in from new and existing AVEDA salons.
- Drove client acquisition and sales through product knowledge and salon events.
- Delivered brand training to dedicated salon staff on product knowledge, service experiences, selling and leadership skills.
- Communicated sales goals and client engagement strategy.
- Created feedback loops to brand, shared with central teams on execution, competition's product, service offerings and activities.
- Maintained in depth knowledge of market demographics and customer needs/behaviors and reactions.
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit.
- Utilized market trends, mission priorities and customer goals to envision, shape and close new opportunities.
Team Leader Manager
18 Years 1 Month- Trained, educated and coached team members to build long lasting relationships with clients through service excellence and consistently meet individual and team benchmarks.
- Performed various administrative functions, including interviewing applicants, hiring, on boarding, scheduling, payroll, shipping and annual inventory.
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up coaching..
- Compliant with ELC policy and procedures and audits.
- Built clientele base and assisted 800+ high clients resulting in consistent sales goal achievements.
- Concierge to local AVEDA salons to train system selling techniques and build cohesive relationships within network to strengthen salons clientele base.
Education
Associate of Arts - Fashion Merchandising
- Business
Skills
Regulatory compliance
Account management
Loan processing
Financial product sales
Teamwork and collaboration
Problem-solving
Client onboarding
Timeline
Personal Banker III/ Financial Relationship Banker
Cadence Bank Now Huntington National Bank
05.2022 - CurrentRead More
Branch Banker III
Branch Banking And Trust Now TRUIST
09.2019 - 05.2022Read More
Business Development Partner
Estee Lauder Companies - AVEDA
10.2017 - 08.2019Read More
Team Leader Manager
Estee Lauder Companies - AVEDA
09.1999 - 10.2017Read More
Hesser College
Associate of Arts from Fashion Merchandising
Read More
Kee Buisness College
from Business
Read More