Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Simone Davis

Pittsburgh,PA

Summary

Customer-oriented sales professional with several years of experience building relationships, cultivating partnerships and growing profit channels. Strategic-thinking leader with expertise in expanding network connections, persuasively introducing products, territory development, and revealing customer needs to deliver solutions.

Overview

21
21
years of professional experience

Work History

Personal Banker

KeyBank
04.2020 - Current
  • Fostering successful relationships with 250+ clients, providing them with top of the line financial advisement.
  • Advised a total of $100 million in assets. Conduct onboarding coaching sessions for new hires and branch staff.
  • Monitor changes in laws related to banking policies and procedures.

Relationship Expansion Sales Representative

PNC Bank, NA
12.2017 - 04.2020
  • Effectively prioritize and allocate time to manage multiple concurrent objectives.
  • Ensuring efficient service delivery by documenting all customer interactions and promptly addressing service requests, prioritizing risk management at all times.
  • Ensured consistent positive compliance monitoring scores to maintain high levels of customer satisfaction, while actively working towards expanding customer relationships.

Client Solutions Specialist, Senior II (Wealth Management)

PNC Bank, NA
03.2008 - 01.2016
  • Managed a diverse portfolio of high-net-worth clients with investment, trust, and retail accounts.
  • Organized client visits, presentations, and product demonstrations.
  • Coordinated executive calendars, managed travel arrangements and expenses, and maintained full office inventory.
  • Implemented rigorous adherence to compliance requirements, company policy, code of ethics, and top-notch customer service, resulting in increased client confidence and overall satisfaction.

Office Manager

Carnegie Science Center
01.2004 - 03.2008
  • Manage payroll, billing, and monthly report preparation. Curriculum development while implementing an efficient filing system.
  • Assisted in the hiring process and managed a team of 12 to 18 employees.

Wealth Management, Senior FSC

  • Enhanced office efficiency, accuracy, and customer satisfaction by training and mentoring new hires on compliance and procedures.
  • Managed and provided coverage for employee and client escalations, complaints, inquiries, and problem resolution.
  • Built strong client relationships by providing education on products and services, identifying their needs to grow the banking relationship.

Wealth Management /Private Client Group FSC (Financial Service Consultant)

  • Received Financial Consultant Achievement Award
  • Provided comprehensive financial services to Wealth Management (WM)/Private Client Group (PCG) customers.

Education

Business Management -

University of Pittsburgh

Business -

Carnegie Mellon University

Skills

  • Customer Service
  • Project Management
  • Risk Management
  • Sales
  • Legal Document Review
  • Compliance policy investigations

References

References available upon request.

Timeline

Personal Banker

KeyBank
04.2020 - Current

Relationship Expansion Sales Representative

PNC Bank, NA
12.2017 - 04.2020

Client Solutions Specialist, Senior II (Wealth Management)

PNC Bank, NA
03.2008 - 01.2016

Office Manager

Carnegie Science Center
01.2004 - 03.2008

Wealth Management, Senior FSC

Wealth Management /Private Client Group FSC (Financial Service Consultant)

Business Management -

University of Pittsburgh

Business -

Carnegie Mellon University

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