Summary
Overview
Work History
Education
Skills
Timeline
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Sophia Vincent

Summary

Successful customer service professional with over 18 years of experience in the banking industry. Detail oriented and dedicated to providing customers with an exceptional experience to build loyalty and expand business opportunities while remaining compliant with the company's policies and purpose.

Overview

11
11
years of professional experience

Work History

Relationship Banker

Truist Bank
02.2021 - 08.2022
  • Provide an industry leading client service experience both in person and over the phone through the development and expansion of new and existing client relationships.
  • Recommend financial solutions that meet client needs based on consultative conversations and referrals to partners for additional business growth.
  • Efficiently process account openings and maintenance, wire transfers, and submit loan applications.
  • Cross-trained to support teller transactions as needed.

Financial Associate

Fidelity Investments
02.2016 - 11.2019
  • Build customer loyalty and satisfaction with inbound callers while efficaciously responding to their inquiries about their employers' retirement and health and insurance benefits.
  • Utilize effective questioning to identify opportunities to connect callers to a licensed partner for assistance with retirement planning and expanding investment relationships.
  • Process customers' employer benefits enrollments for their new hire, open enrollment, and life changing events.
  • Complete research and follow up with customers in response to benefit plan discrepancies and discuss investigation results and applicable adjustments.

Teller Coordinator

SunTrust
03.2011 - 01.2016
  • Coach and develop teller team to ensure compliance with internal controls, operating procedures, and risk manangement.
  • Execute complex teller transactions such as high dollar approvals, maintaining branch cash controls, and purchasing and selling foreign currency.
  • Support the tellers with identifying and making appropriate referrals to expand and retain customer relationships.
  • Conduct regular performance reviews with staff members to identify areas of improvement and compose necessary action plans.

Education

High School Diploma -

Person High School
Roxboro, NC
06-2001

Skills

  • Exceptional Customer Service
  • Conduct Consultative Conversations
  • Accurate Money Handling
  • Team Leadership

Timeline

Relationship Banker

Truist Bank
02.2021 - 08.2022

Financial Associate

Fidelity Investments
02.2016 - 11.2019

Teller Coordinator

SunTrust
03.2011 - 01.2016

High School Diploma -

Person High School

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Sophia Vincent