Synthia Davis
West Des Moines,United States
Summary
- With over 6 years of experience in the banking industry, I have refined skills in customer relationship management, leadership and sales strategies. My career is marked by a consistent track record of exceeding sales goals and implementing strategies that drive customer satisfaction and operational efficiency.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Member Advisor
Greater Iowa Credit Union
West Des Moines, Iowa
08.2023 - Current
- Assisted with account opening processes by verifying information, collecting required documents, and entering data into the system.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Utilize a personable communication approach and sales experience to better identify member needs and facilitate actionable items with management.
- Reviewed credit histories from applicants and determined feasibility of granting requested loans.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Develop an environment of trust and reliability that has built a community of teamwork across branches and resulted in repeat business and referrals from members.
Bank Branch Manager
West Bank
Des Moines, IA
10.2021 - 08.2023
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Developed or analyzed information to assess current or future financial status of firms. Created and updated financial reports on frequent basis to present information to leadership teams.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
- Increased efficiency and drove branch revenue by optimizing daily operations.
Personal Banker
Worcester Credit Union
Worcester, MA
04.2019 - 09.2021
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
Manager
Texas Roadhouse
Worcester, MA
07.2017 - 04.2019
- Addressed customer concerns and complaints, resolving issues quickly and efficiently.
- Provided service by communicating information to customers and following up on promises.
- Expert in multitasking and time management.
- Established and enforced clear goals to keep employees working collaboratively.
Education
IT AUDIT
Kairos Vision Consult
07-2022
High School Diploma -
Worcester Technical High School
Worcester, MA05.2017
Skills
- Attention to detail
- Organization
- Conflict resolution
- Customer Services
- Reliability
- Time management
Certification
- Isenberg School of Management and Accounting - University Of Massachusetts Amherst
- Mortgage Lending Basics
- BSA for New Accounts Personnel
- NMLS- Safe Act
Timeline
Senior Member Advisor
Greater Iowa Credit Union
08.2023 - Current
Bank Branch Manager
West Bank
10.2021 - 08.2023
Personal Banker
Worcester Credit Union
04.2019 - 09.2021
Manager
Texas Roadhouse
07.2017 - 04.2019
High School Diploma -
Worcester Technical High School
IT AUDIT
Kairos Vision Consult