Summer Vollor
Auburn,AL
Summary
Private Banker with a proven track record at River Bank & Trust, excelling in relationship building and cross-selling expertise. Developed tailored wealth management strategies, significantly expanding the client portfolio and enhancing customer satisfaction. Adept at problem-solving and fostering teamwork, ensuring clients achieve their financial goals through personalized service.
Overview
2027
2027
years of professional experience
Work History
Private Banker
River Bank & Trust
Opelika, AL
2025 - Current
- Cultivated strong client relationships through personalized financial solutions and ongoing communication.
- Curated and hosted special events targeting high net worth clientele.
- Built strong referral networks with external partners such as attorneys or accountants to bring in new business opportunities.
- Improved client retention rates by consistently exceeding expectations in terms of service quality and responsiveness.
Vice President/Relationship Manager
River Bank & Trust
Opelika, AL
2023 - Current
- Analyzed financial data to develop targeted solutions for diverse client needs.
- Implemented strategic initiatives to expand market presence and increase revenue growth.
- Mentored junior staff on relationship management best practices and customer engagement strategies.
- Established trust with high-net-worth clients through personalized service, ensuring long-term retention and loyalty.
- Strengthened partnerships with external stakeholders such as asset managers, brokers, and custodians to provide seamless end-to-end solutions for clients.
Assistant Vice President/Office Manager
River Bank & Trust
Opelika, AL
2017 - 2023
- Managed risk effectively by implementing compliance procedures and conducting regular audits of internal controls.
- Oversaw change management initiatives, ensuring smooth transitions during periods of organizational restructuring.
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction.
- Attended meetings and special sessions of Leadership and Executive Leadership Teams.
- Assisted in recruiting, hiring and training of team members.
- Reduced financial inconsistencies while assessing and verifying billing invoices and expense reports.
- Handled problematic customers and clients to assist employees and maintain excellent customer service.
- Managed daily office operations, ensuring smooth workflow.
- Facilitated team meetings to discuss project updates and address operational challenges.
- Coordinated office events and meetings.
- Oversaw facility maintenance requests, to address repairs or improvements efficiently.
Customer Service Representative
River Bank & Trust
Opelika, AL
2016 - 2017
- Assisted customers with inquiries and account management through multiple channels.
- Resolved customer issues efficiently, ensuring satisfaction and loyalty.
- Collaborated with team members to improve service processes and enhance customer experience.
- Trained new staff on customer service protocols and system navigation.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
Head Teller
River Bank & Trust
Opelika, AL
2013 - 2016
- Supervised daily cash handling operations and ensured compliance with bank policies.
- Trained and mentored new tellers on best practices for customer service and transaction processing.
- Resolved customer inquiries and issues, enhancing overall satisfaction and loyalty.
- Managed cash drawer audits, maintaining accuracy in transactions and reporting discrepancies promptly.
- Coordinated workflow among tellers, assigning tasks and monitoring performance for optimal efficiency during peak hours.
- Reduced errors in transactions with vigilant attention to detail and adherence to banking regulations.
- Served as a trusted resource for colleagues on complex transactions or challenging customer situations.
Head Teller
Metro City Bank
Opelika, AL
2012 - 2013
- Supervised daily operations of teller line, ensuring compliance with policies and procedures.
- Trained and mentored team members on customer service best practices and transaction accuracy.
- Implemented process improvements to enhance efficiency in cash handling and transaction processing.
- Resolved customer inquiries and issues promptly, maintaining high levels of satisfaction.
Assistant Head Teller
CB&T of East Alabama
Opelika, AL
2005 - 2012
- Assisted in daily cash management and balancing of teller drawers to maintain accuracy.
- Provided exceptional customer service, addressing inquiries and resolving issues promptly.
- Trained new tellers on operational procedures and best practices for transaction handling.
- Managed high-volume cash transactions accurately, maintaining an exemplary track record of minimal errors.
Education
Diploma -
Alabama Banking School
University Of South AlabamaHigh School Diploma -
Opelika High School
Opelika, AL05.2002
Skills
- Cross-selling expertise
- Account servicing
- Customer Service-oriented
- Relationship building and management
- Loss prevention
- Teamwork and collaboration
- Problem-solving abilities
Affiliations
Currently serving as an Executive Board member as Secretary for StoryBook Farm a nonprofit organization. Have been a board member er since 2023
Timeline
Private Banker
River Bank & Trust
2025 - Current
Vice President/Relationship Manager
River Bank & Trust
2023 - Current
Assistant Vice President/Office Manager
River Bank & Trust
2017 - 2023
Customer Service Representative
River Bank & Trust
2016 - 2017
Head Teller
River Bank & Trust
2013 - 2016
Head Teller
Metro City Bank
2012 - 2013
Assistant Head Teller
CB&T of East Alabama
2005 - 2012
Diploma -
Alabama Banking School
High School Diploma -
Opelika High School