Summary
Overview
Work History
Education
Skills
Timeline
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Sydney Danford

Houston,TX

Summary

Professional banking expert with strong focus on building and maintaining client relationships. Adept in financial analysis, customer service, and sales strategies. Known for effective team collaboration and adaptability in dynamic environments. Possesses excellent communication and problem-solving skills to drive results and support organizational goals.

Overview

8
8
years of professional experience

Work History

Branch Relationship Banker

Amegy Bank
05.2024 - Current
  • Made introductions to partners to help meet customer's broader financial needs.
  • Grew book of business through proactive outreach.
  • Collaborated with team members to achieve monthly sales targets and improve overall branch performance.
  • Assisted customers in opening accounts, ensuring a smooth onboarding experience and high satisfaction levels.
  • Resolved customer concerns quickly and efficiently, maintaining a high standard of service quality.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.

Financial Services Consultant

Texas Capital Bank
03.2021 - 11.2023
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.

Personal Banker

Prosperity Bank
03.2017 - 03.2021
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Conducted comprehensive needs assessments to match clients with optimal banking products, boosting customer satisfaction.

Education

Associate of Applied Science - Accounting And Finance

Brazosport College
Lake Jackson, TX
05-2024

Skills

  • Portfolio management
  • Banking
  • Loan processing
  • Banking operations
  • Relationship building and management

Timeline

Branch Relationship Banker

Amegy Bank
05.2024 - Current

Financial Services Consultant

Texas Capital Bank
03.2021 - 11.2023

Personal Banker

Prosperity Bank
03.2017 - 03.2021

Associate of Applied Science - Accounting And Finance

Brazosport College

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Sydney Danford