Tanya Rohrs
Greensboro,NC
Summary
Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank of America
Greensboro, NC
11.2017 - Current
- Analyzed financial data and provided advice on appropriate banking services for clients.
- Trained new employees on proper procedures when dealing with customers' accounts and transactions.
- Implemented new policies, procedures, products, and services in order to improve efficiency.
- Developed and maintained relationships with customers to ensure customer satisfaction.
- Managed client relationships and provided exceptional customer service.
- Reviewed all documents related to loan applications before submitting them to underwriting teams.
- Monitored market trends to identify potential areas for improvement in product offerings.
- Ensured compliance with federal regulations governing financial institutions.
- Resolved customer complaints regarding banking products or services in a timely manner.
- Coordinated activities between various departments such as accounting and lending divisions.
- Reviewed account balances regularly to detect any discrepancies or fraudulent activity.
- Provided technical guidance to junior bankers on complex transactions.
- Managed daily operations of the bank branch, including staff supervision and training.
- Reviewed accounts for signs of fraud and turned over details to law enforcement officials.
- Achieved or exceeded personal sales goals on consistent basis.
- Trained and coached less experienced team members in procedures, compliance standards and performance strategies.
- Developed excellent rapport with custom builders to expand opportunities for growth.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
Education
Some College (No Degree) - Business Administration and Management
South University
High Point, NCSkills
- Asset Allocation
- Risk management policies
- Assessing fraud potential
- Operational Support
- Business Planning
- Team member development
- Cross-Selling Products
- Operational Efficiency
- Cash Flow Forecasting
- Debt Restructuring
- Customer Service
- Prospecting and Networking
- Critical Thinking
- Digital Currencies
- Teamwork and Collaboration
- Adaptability
- Regulatory Compliance
- Problem-Solving
- Reliability
- Multitasking
- Risk Assessment
- Team Leadership
- Project Management
- Organizational Skills
- Financial Analysis
- Coaching and Mentoring
- Problem-solving aptitude
- Professional Demeanor
- Records Management
- Dispute Resolution
- Client Relations
- Leads Prospecting
- Self Motivation
- Schedule Management
- Financial Planning
- Statement Reconciliation
- Product and Service Sales
- Customer Needs Assessment
- Effective Communication
- Team building
Certification
- Notary Public
- Electronic Notary Public
- Notary Signing Agent
- Certified Life Coach
- Certified Wedding Officiant
Accomplishments
- Consistence above average client satisfaction scores
- Excellent client interaction and care
Timeline
Senior Banker
Bank of America
11.2017 - Current
Some College (No Degree) - Business Administration and Management
South University
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