Summary
Overview
Work History
Education
Skills
Timeline
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Sita Mohamed

Riverview,FL

Summary

BRANCH BANKING Industrious and versatile banking professional with 15 years of experience in leading and managing branch banking operations. Analytical problem solver with a reputation for effectively auditing over 1000 transactions daily ensuring all Federal and State regulatory compliances, as well as company policies/procedures, were adhered to. Provides positive and effective coaching to teammates ensuring clients' financial and investment needs are met, while exceeding customer experience expectations.

Overview

15
15
years of professional experience

Work History

Relationship Banker

Truist Bank
Valrico, FL
08.2022 - Current
  • Advised customers on bank products, services and financial planning options
  • Modified, opened and closed customer accounts
  • Adhered to bank and legal guidelines for reporting, loan approvals and money handling
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs
  • Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.

Teller Coordinator / Branch Coordinator

02.2016 - Current
  • Provides direct oversight of branch operations and regulatory compliance programs
  • Assists Bankers with home equity loan closing documents
  • Observes and monitors team performance and provides individual assistance where needed
  • Collaborates in recruiting, hiring, and maintaining a talent pipeline
  • Role-modeled and coached tellers and bankers on the technical and operational role responsibilities utilizing performance objectives, financial solutions and client needs met framework
  • Imparted knowledge of the financial services industry with the team shaping prospecting activities, enhance client conversations, and expanding business
  • Achieved Operational Excellence for Regulatory Branch Audits, 2016 to 2020
  • Achieved Gold Performance Leader in 2017, ranked in the Top 5% of SunTrust employees
  • Selected as 2019 Purpose Ambassador – representing SunTrust's vision and values within the community.

Financial Center Personal Banker

Brandon, FL
02.2015 - 02.2016
  • Managed customers' financial portfolios and service relationships, providing broad base of financial and credit services with the goal of acquiring 100% of the customers' business
  • Communicated with borrowers on a consistent basis obtaining all required documents, and updated borrowers of loan status to ensure excellent customer service
  • SITA MOHAMEAD sitagoberdhan@yahoo.com PAGE TWO
  • Developed and maintained relationships with SunTrust partners maximizing sales opportunities and achieving sales standards
  • Utilized profiling analysis tools identifying cross-sell opportunities and made outbound sales calls in person and over the phone increasing product per client ratio.

Personal Banker

BANK OF AMERICA CORP
Valrico, FL
05.2007 - 01.2015
  • Established new client banking relationships determining which product or service would be most beneficial for the client, and opened deposit accounts, including IRAs, CDs, Trust, and Estate accounts
  • Ensured all loan Documentation was completed, accurate, and complied with company policies and expedited loan completion time as much as possible
  • Increased individual productivity and exceeded goals by pro-actively reviewing financial statements, sales, and activity reports, and other performance data.

Education

Paralegal Studies

Penn Foster College
Scottsdale, AZ
03.2013

Skills

  • Account Management Customer Service
  • Product and Service Sales Effective Listening
  • Lead and Referral Generation Relationship Building
  • Risk Management Conflict Resolution
  • Performance Management Coaching and Mentoring
  • Regulatory Compliance Audit Oversight
  • Vault and Cash Management Strong written and verbal skills
  • Customer Service-Oriented
  • Account Audits
  • Windows MS Word MS Excel PowerPoint
  • Outlook MS Explorer
  • Flexible and Adaptable
  • Self-Motivated

Timeline

Relationship Banker

Truist Bank
08.2022 - Current

Teller Coordinator / Branch Coordinator

02.2016 - Current

Financial Center Personal Banker

02.2015 - 02.2016

Personal Banker

BANK OF AMERICA CORP
05.2007 - 01.2015

Paralegal Studies

Penn Foster College

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Sita Mohamed