Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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Tamara Monique Turner-Moorman

Indianapolis,IN

Summary

Dynamic Personal Banker II at Fifth Third Bank with a proven track record in client relationship management and branch leadership. Enhanced customer satisfaction through tailored financial solutions and effective cross-selling techniques. Skilled in compliance and risk management, fostering a positive team environment while driving business growth and operational efficiency. Conversational in Spanish.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Personal Banker II

Fifth Third Bank
02.2022 - 04.2025
  • Cultivated strong client relationships through personalized financial solutions and proactive service.
  • Assisted clients in navigating banking products, enhancing customer satisfaction and retention.
  • Streamlined account opening processes, improving efficiency and reducing wait times for clients.
  • Educated clients on digital banking tools, promoting technology adoption and ensuring security compliance.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Drove branch growth through targeted marketing, weekly business visits, and monthly acquisition events.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.

Shop Manager

Cash America
01.2011 - 09.2021
  • Oversaw daily operations, ensuring adherence to company policies and procedures.
  • Managed inventory levels, optimizing stock availability and reducing discrepancies.
  • Trained and mentored staff, enhancing team performance and service quality.
  • Implemented process improvements, streamlining workflows for increased efficiency.
  • Developed customer engagement initiatives, fostering loyalty and satisfaction.
  • Led team meetings to communicate goals, align objectives, and drive accountability.
  • Maintained a clean, safe, and inviting store environment for both customers and employees by enforcing proper safety protocols and cleanliness standards.
  • Delivered excellent customer service by addressing and resolving customer inquiries and complaints.
  • Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
  • Recruited trained, and mentored a high-performing staff, fostering a positive work environment that encouraged teamwork and collaboration.

Education

Master of Science - Business Administration

University of Phoenix
Tempe, AZ
08-2024

Bachelor of Science - Business Administration

University of Phoenix
Tempe, AZ
05-2023

Associate of Science - Business Administration

University of Phoenix
Tempe, AZ
11-2017

Skills

  • Client relationship management
  • Positive attitude
  • Branch leadership & Team Development
  • Recruiting, HR & Performance Management
  • Compliance, Risk Management & Fraud Prevention
  • Technical: Microsoft Office, typing, basic math
  • Languages: Conversational Spanish

Accomplishments

Promoted to Personal Banker 2 within one year for exceeding performance goals

Human Resources Certificate (2021-Present)

Certified Notary Public

Selected for Cash America University (2013) out of 10,000 applicants, recognized for leadership



Certification

Human Resource Certification (2021-Present)

Languages

English
Native or Bilingual
Spanish
Limited Working

Timeline

Personal Banker II

Fifth Third Bank
02.2022 - 04.2025

Shop Manager

Cash America
01.2011 - 09.2021

Master of Science - Business Administration

University of Phoenix

Bachelor of Science - Business Administration

University of Phoenix

Associate of Science - Business Administration

University of Phoenix
Tamara Monique Turner-Moorman