Sheena Lawhorn
Moseley,VA
Summary
Business-minded Banker bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
Truist Bank
10.2021 - 08.2023
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
- Mentored junior Relationship Bankers, sharing best practices for success in the role.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Collaborated with branch team members to achieve sales targets and improve overall performance.
Member Service Reversative
Summit Credit Union
01.2020 - 10.2021
- Assists the Branch Manager and maintains a working knowledge of loan processes and procedures
- Assists members with questions, problems and issues in-person, via telephone and virtually
- Conducts member account research and provides follow up for resolution
- Manages up to 50 loans and personal accounts monthly.
- Enhanced member satisfaction by providing exceptional customer service and promptly addressing concerns.
- Streamlined the membership renewal process for increased efficiency and higher retention rates.
Personal Banker (SAFE) 1
Wells Fargo Bank
12.2012 - 10.2019
- Managed Business and Personal accounts
- Assisted customers with available financial options (i.e
- Loans, credit lines, IRAs, College accounts, etc.)
- Knowledgeable and skilled in the areas of teller, vault, safe deposit
- Processed all new personal and business account transactions (including checks, online services, credits, etc.)
- Certified to process International and Domestic Wires
- Performed branch clerical duties; promoting business for the Bank by maintaining good customer relations
- Certified Notary Public.
Retail Banker
Woodforest National Bank
01.2008 - 06.2012
- Assisted customers in opening personal and business banking products
- Advised account holders regarding general inquires (Balance, History, Disputes, ETC)
- Balanced all branch cash operations
- Approved and override transactions over teller limits
- Trained and developed current and new Retail Bankers.
Education
Bachelor of Arts and Science - Mass Communications
Prairie View A&M University
12.2007
Skills
- Customer Service
- Client Relations
- Public Speaking/Voice Overs
- Communications (Team & Leader)
- Teller Operations
- Personal and Business Banking operations
- Regulatory Compliance
- Advertising/Marketing
- Coaching and Development
- Public Service Announcement
- Coordinating Events/Promotions
- PC/MAC proficient
- Mastery of MS Office (Word, Excel, PPT, Access)
- MS Outlook/Lotus Notes
- HTML
- Cash Flow Analysis
- Loan Origination
- Financial Analysis
- Client Retention
- Portfolio Management
- Team Leadership
- Effective Communication
- Decision Making
Extracurricular Activities
Communications Honor Society Zeta Phi Beta Sorority, Inc.
References
Available Upon Request
Certification
Public Notary
Timeline
Senior Relationship Banker
Truist Bank
10.2021 - 08.2023
Member Service Reversative
Summit Credit Union
01.2020 - 10.2021
Personal Banker (SAFE) 1
Wells Fargo Bank
12.2012 - 10.2019
Retail Banker
Woodforest National Bank
01.2008 - 06.2012
Bachelor of Arts and Science - Mass Communications
Prairie View A&M University
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