Shawn Davis
Boca Raton,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
Work History
Leadership Development Program
Truist Bank
02.2024 - Current
- One of the twelve chosen by area leader to participate in the development leadership program.
- Completing a Development Leadership Program which helps to advanced my leadership skills into mentorship, coaching, and being an active contributor to morning meetings and overall team success.
Relationship Banker
Truist Bank
07.2022 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
- Responded to customer inquiries regarding new accounts and account services.
- Verified customer identity and reviewed documentation for accuracy.
- Helping clients to leverage lending resources such as HELOC, Personal loans and lines, debt consolidation.
- As part of a CRA branch community, helped educate clients about first time home buyers program which Truist is apart of in accessing mortgage loans.
- Identify and recommend clients to investment advisors to strengthen relationship portfolios.
- Delivered outbound/inbound calls by uncovering clients needs and set up appointments.
Universal Banker
Truist Bank
08.2021 - 07.2022
- Performed account maintenance by closing out accounts and changing customer addresses.
- Monitored and verified suspicious activity on customer accounts.
- Trained new hires on customer service policies and procedures.
- Counted, verified and handled client night deposits and armored car transactions.
- Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
- Cross-sold credit cards, loans and other bank products.
- Executed wire transfers, stop payments and account transfers.
- Educated customers on online banking and mobile deposits.
Education
Bachelor of Arts - Finance
Florida Atlantic University
Boca Raton, FL08.2019
Skills
- Relationship building and management
- Customer Satisfaction
- Leadership
- Cash Handling
- Loans
- Team Collaboration
- Operations
- Referrals
Accomplishments
- Helped branch team to be #1 in central broward area and top 5 broward county for year 2023.
- Ranked second (2024) YTD for lending units approved/booked.
- Ranked top 10 for lending applications in central broward area (2024) YTD.
- One of twelve chosen top performers for development leadership program.
- Brought 2MM in new deposits to bank (2024) YTD.
Timeline
Leadership Development Program
Truist Bank
02.2024 - Current
Relationship Banker
Truist Bank
07.2022 - Current
Universal Banker
Truist Bank
08.2021 - 07.2022
Bachelor of Arts - Finance
Florida Atlantic University
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