Summary
Overview
Work History
Education
Skills
Timeline
Generic

Rusti Harrison

Summary

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities. I am very fluent in policy and procedure. I strive to never stop learning and honing my skill set to help me better perform at my job. I assist other employee's on a daily basis to solve problems by navigating and teaching policy and procedure. I learn quickly, apply my knowledge efficiently and strive to give my employer the best version of my self everyday.

Overview

8
8
years of professional experience

Work History

Senior Relationship Banker

BB&T, now Truist
04.2019 - Current
  • Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
  • Provided advice on financial services, such as investments and insurance, to existing customers.
  • Conducted financial reviews with clients to identify their current and future needs.
  • Researched and responded to customer inquiries regarding banking products and services.
  • Performed daily account maintenance activities for a portfolio of high net worth clients.
  • Established new accounts for corporate and retail customers in compliance with bank policies and procedures.
  • Coordinated with other departments to ensure timely processing of customer transactions.
  • Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
  • Maintained up-to-date knowledge of regulations related to banking operations.
  • Prepared regular reports detailing performance metrics against established targets.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Advised customers on bank products, services and financial planning options.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
  • Participated in training and mentoring of new associates, assisting with onboarding .

Legal Assistant

Law Office of Brad S. McLelland
11.2018 - 04.2019
  • Reviewed and prepared legal documents, such as contracts, pleadings, motions, briefs, memoranda of law and discovery requests.
  • Organized exhibits for trial proceedings.
  • Provided administrative support to attorneys by managing calendars; scheduling appointments; organizing files; preparing correspondence; filing court documents; and obtaining necessary signatures.
  • Analyzed data related to cases for use in research or litigation purposes.
  • Greeted clients upon arrival at office and provided assistance as needed.
  • Updated databases with new information received from attorneys or clients.
  • Scanned physical documents into electronic format for storage in a secure database system.
  • Processed incoming mail on a daily basis.
  • Answered phones promptly while providing courteous customer service.
  • Ensured that all paperwork was properly filed according to established procedures.
  • Corresponded daily with clients, insurance adjusters, doctors and attorneys.
  • Maintained knowledge on case status by reviewing relevant records and reporting back to clients.

Legal Assistant

The Conner Law
07.2017 - 07.2018
  • Reviewed and prepared legal documents, such as contracts, pleadings, motions, briefs, memoranda of law and discovery requests.
  • Maintained client confidentiality in all matters.
  • Organized exhibits for trial proceedings.
  • Greeted clients upon arrival at office and provided assistance as needed.
  • Updated databases with new information received from attorneys or clients.
  • Processed incoming mail on a daily basis.
  • Compiled financial records related to specific cases.
  • Answered phones promptly while providing courteous customer service.
  • Performed basic bookkeeping duties including tracking payments received from clients.
  • Generated reports summarizing case progress for internal use.
  • Ensured that all paperwork was properly filed according to established procedures.
  • Handled telephone calls, meeting plans and conference organization requirements.
  • Filed clients' legal documents in relevant courts for processing.
  • Corresponded daily with clients, insurance adjusters, doctors and attorneys.
  • Filed pleadings and paperwork with court clerk to meet strict deadlines.
  • Participated in client interviews, observed questioning process and documented information.
  • Liaised between attorney and outside counsel, exchanging information.
  • Conducted research and analyzed documents to prepare findings and formulate alternatives.
  • Prepared and processed expense reports for reimbursing attorneys.

Branch Banker I

BB&T
03.2016 - 07.2017
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
  • Verified customers' identification to ensure compliance with laws and regulations.
  • Provided exceptional customer service while accurately processing routine transactions.
  • Assisted customers in opening new accounts and completing required paperwork.
  • Answered customer inquiries regarding bank products and services.
  • Explained account information to customers in detail as needed.
  • Performed daily reconciliation of teller drawer within established limits.
  • Maintained confidentiality of all customer records and information according to company policies.
  • Handled large volumes of currency quickly and accurately with minimal errors.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Maintained confidentiality of bank records and client information.
  • Built and maintained client relationships through quality, personalized interactions.
  • Delivered exceptional service to customers in person or over telephone.

Education

High School Diploma -

Wayne County High School
Jesup, GA
05.2014

Skills

  • Sales Strategy
  • Financial Analysis
  • Risk Management
  • Effective Communication
  • Problem Solving
  • Organizational Skills
  • Time Management

Timeline

Senior Relationship Banker

BB&T, now Truist
04.2019 - Current

Legal Assistant

Law Office of Brad S. McLelland
11.2018 - 04.2019

Legal Assistant

The Conner Law
07.2017 - 07.2018

Branch Banker I

BB&T
03.2016 - 07.2017

High School Diploma -

Wayne County High School

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Rusti Harrison