Summary
Overview
Work History
Education
Skills
Timeline
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Saundra D. Lassiter

Saundra D. Lassiter

Wilson,NC

Summary

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.

Overview

29
29
years of professional experience

Work History

Associate Personal Banker

Wells Fargo-
10.2021 - 03.2023
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Explained account terms and conditions to customers.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Expanded client base by promoting new financial products.
  • Tracked and processed customer account requests and applications.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Presented new and additional products and services to existing customers.
  • Utilized customer relationship management software to provide accurate and complete customer service.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.

Research Remediation Representative II

Wells Fargo
03.2020 - 10.2021
  • Helped meet changing demands by recommending improvements to business systems or procedures.
  • Communicated with clients and customers to gather, provide and share updated information on products and services.
  • Handled customer complaints quickly and professionally to restore customer confidence and prevent loss of business.
  • Learned and followed all organizational policies and procedures to maintain safe and professional working environments.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
  • Researched relevant resources to assist members, identified member representation needs and troubleshot next steps to provide optimal support for member.

Personal Banker II 2018-2020

Wells Fargo
10.2018 - 03.2020
  • Verified customer identity and reviewed documentation for accuracy.
  • Explained account terms and conditions to customers.
  • Provided customers with additional information regarding account services.
  • Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Monitored accuracy of customer information in system.
  • Expanded client base by promoting new financial products.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.

Personal Banker I 2015-2020

Wells Fargo
01.2015 - 10.2018
  • Tracked and processed customer account requests and applications.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Reconciled customer accounts and balanced daily transactions.
  • Responded to customer inquiries regarding new accounts and account services.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.

Senior Sales Consultant 2010-2015

CenturyLink
01.2010 - 01.2015
  • Monitored and managed staff performance to attain target metrics both individually and team unit.
  • Increased territorial share by driving new market penetration strategy to address emerging customer and industry needs.
  • Generated new business through effective prospecting, telemarketing, territory planning and relationship building.
  • Utilized extensive communication and interpersonal skills to reach out to prospective leads through cold calling.
  • Explained important information regarding features and functions for various products so that customer was knowledgeable.
  • Trained personnel in proven consultative sales approaches, as well as sales and follow-up processes.

Retail Customer Service Specialist

Sprint
01.2008 - 01.2010
  • Distributed keys to correct employees on accurate employment timeline.
  • Fulfilled customers' special requests for merchandise and delivery times.
  • Handled product zoning, organization and stocking with extreme detail and customer awareness.
  • Processed customer payments, generated bills, and filled out warranty cards.
  • Distributed information to in-store guests and answered questions to serve needs and drive sales.
  • Assisted customers in making informed purchase choices and selecting products.
  • Organized and understood goals, sales and requirements of site floor.
  • Tracked stock availability to order supplies for timely stock replenishment.
  • Demonstrated product functions for customers to help evaluate possibilities.

Business Specialist II/Sales Engineer I 199

Embarq Telecom
01.1994 - 06.2007
  • Introduced new methods, practices, and systems to reduce turnaround time.
  • Designed and implemented risk management system to identify and mitigate potential risks.
  • Performed as consultant for startup business in areas of marketing, logistics, and training to various behavioral healthcare service professionals.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Consistently built long-term relationships with existing and new customers.
  • Led restructuring of organization internal processes, resulting in improved performance.
  • Established and maintained relationships with key stakeholders for growth opportunities and successful partnerships.
  • Developed complete business plans and operational strategies for new and existing business.
  • Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
  • Evaluated situations and delivered targeted solutions using various tools and resources.
  • Conducted research to identify customer needs.

Education

Bachelor of Science - Business Administration

North Carolina Wesleyan College
Rocky Mount, NC

Skills

  • Client Relationship Management
  • Sales Expertise
  • Branch Operations
  • Deposit Verification
  • Cash Vault Auditing
  • Teller Auditing
  • Cash Handling
  • Revenue Generation
  • Business Development
  • Underwriting Assistance
  • Partnering and Relationships
  • Verbal and Written Communication
  • Teller Transactions
  • Risk Mitigation Strategies
  • High Net Worth Individual Expertise
  • Revenue Growth

Timeline

Associate Personal Banker

Wells Fargo-
10.2021 - 03.2023

Research Remediation Representative II

Wells Fargo
03.2020 - 10.2021

Personal Banker II 2018-2020

Wells Fargo
10.2018 - 03.2020

Personal Banker I 2015-2020

Wells Fargo
01.2015 - 10.2018

Senior Sales Consultant 2010-2015

CenturyLink
01.2010 - 01.2015

Retail Customer Service Specialist

Sprint
01.2008 - 01.2010

Business Specialist II/Sales Engineer I 199

Embarq Telecom
01.1994 - 06.2007

Bachelor of Science - Business Administration

North Carolina Wesleyan College

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Saundra D. Lassiter