Seasoned Relationship Banker with over 20 years of comprehensive experience in the financial service industry. Specializing in consumer & business lending and credit analysis and business banking solutions. Personable candidate committed to helping clients meet financial goals and passionate about providing sound financial advice and helping clients reach their financial goals.
Overview
22
22
years of professional experience
Work History
Financial Consultant
PNC Bank
Peachtree Ibdustrial Branch
09.2014 - Current
Built strong relationships with clients through consistent communication and exceptional customer service.
Educate and advise customers on Consumer & Business products and services
Highly proficient in assessing credit worthiness, structuring loan packages and delivering tailored financial advice to meet individual and business client needs.
Proven track record of driving growth, enhancing client retention and contributing to the overall success of banking teams.
Handled customer inquiries and complaints with empathy and efficiency, ensuring issues were resolved quickly & professionally.
Provided ongoing support for consumer & Business clients experiencing financial challenges, offering guidance on debt management and budgeting techniques.
Managed a diverse range of client portfolios, consistently outperforming benchmark indices.
Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
Received The Market All Star award for 2024 and also in 2018.
Branch Manager
SunTrust Bank
Suwanee Branch
07.2003 - 06.2014
Managing all aspects of a successful business including building, deepening and retaining client relationships. Minimizing risks, operational excellence and managing partnerships in an effort to meet and exceed performance targets.
Maintained friendly and professional customer interactions.
Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Directly working with customers to build consumer & business relationships.