Sommer Marks
Tanner
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
27
27
years of professional experience
Work History
New Accounts Representative/Loan Processor
First State Bank of the South
10.2021 - Current
- 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.
- Presented new and additional products and services to existing customers.
- Obtained credit records from reporting agencies.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Coordinated closing process with attorneys, title companies, and government clerks.
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Facilitated communication with loan applicants, underwriters and loan officers to optimize process and maintain updated information.
- Developed and maintained relationships with customers and loan officers to establish smooth loan process.
- Advised loan officers to comply with loan guidelines and apply best practices.
- Compiled closing packages for drafting and presentation accuracy.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Processed loan applications and monitored progress from start to finish.
Relationship Banker
Regions
09.2020 - 10.2021
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Analyzed customers' financial information to deliver personalized account guidance.
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Cultivated strong customer relationships by providing tailored advice and services.
- Adapted products and services to suit customers' changing financial circumstances.
Senior Financial Sales Advisor
BBVA Compass
06.2016 - 08.2020
- Function as the main sales advisor in the branch.
- Responsible for opening all new accounts, taking & processing loan applications & selling health/life insurance products.
- Practice proactive listening & profiling skills to make sure we are meeting all our clients banking needs.
- Building a trusting banking relationship with all my clients so they will always continue to use me for any future needs & refer more business my way.
- Word of mouth & personal referrals are the BEST advertising around.
Teller Manager
PNC Bank
02.2016 - 06.2016
- Responsible for maintaining an efficient teller line & 3 tellers.
- Making sure that we were following all rules & regulations set by the bank & passing quarterly audits.
- Making sure that customer service was top notch & every client was happy with the service provided.
- Always being a role model for the tellers in picking up possible referral opportunities & strengthening every clients banking relationship.
- Managing vault responsibilities (buying/shipping money with Brinks).
- Making sure branch money was always kept within branch limits.
Teacher Assistant
Weekday Preschool
06.2014 - 12.2015
- Help plan & execute monthly lesson plans.
- Engage & teach children in a positive manner & environment.
Relationship Banker
BB&T
04.2013 - 04.2014
- Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Computed Data ReportsProvided required weekly, monthly and quarterly reports listing sales figures and client track records.
- Customer ServiceResearched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.
- SalesConsistently generated additional revenue through skilled sales techniques.
- Customer InterfaceGreeted customers upon entrance and handled all cash and credit transactions.Assisted customers over the phone regarding store operations, product, promotions and orders.
Teller Supervisor
BB&T
08.2011 - 04.2013
- Making work schedule for the entire branch.
- Conducting monthly branch audits.
- Training & motivated 5 tellers so that they have the skills & knowledge to succeed.
- Conducting weekly & monthly product knowledge & sales meetings.
Teller Manager/Retail Sales Assistant
Republic Bank/BB&T
02.2003 - 10.2006
- Managed Teller Line
- Handled all documentation for loans processed in branch.
- Made sure that all liens were recorded with the State.
- Was in charge off correcting all exceptions on loan documents for 7 branches.
Teller Manager
Wachovia
02.1998 - 02.2003
- I was in charge of 6 tellers in a very busy office.
- I was responsible for holding weekly meetings with each teller one on one.
- Responsible for the profitability of the branch.
Education
High School Diploma -
Satellite High School
Satellite Beach, Fl Skills
- Policy development and implementation
- Relationship building and management
- Account audits
- Loss prevention
- Customer Service-oriented
- Creative thinking
- Strong organizational skills
- Fast learner
- Notary
- Licensed in Health/Life Insurance for State of Alabama
Timeline
New Accounts Representative/Loan Processor
First State Bank of the South
10.2021 - Current
Relationship Banker
Regions
09.2020 - 10.2021
Senior Financial Sales Advisor
BBVA Compass
06.2016 - 08.2020
Teller Manager
PNC Bank
02.2016 - 06.2016
Teacher Assistant
Weekday Preschool
06.2014 - 12.2015
Relationship Banker
BB&T
04.2013 - 04.2014
Teller Supervisor
BB&T
08.2011 - 04.2013
Teller Manager/Retail Sales Assistant
Republic Bank/BB&T
02.2003 - 10.2006
Teller Manager
Wachovia
02.1998 - 02.2003
High School Diploma -
Satellite High School
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