Universal Banker / Relationship Banker
BB&T Bank and Now Truist Bank
07.2007 - 07.2024
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Assisted customers with setting up or closing accounts, and signing up for new services.
- Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
- Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.
- Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
- Made introductions to partners to help meet customer's broader financial needs.
- Implemented targeted marketing campaigns within the local area to attract new customers to the branch, expanding market share over time.
- Processed loan applications accurately and promptly, contributing to increased client satisfaction levels.
- Participated in community events to represent the bank, fostering strong local ties and generating business leads.
- Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
