Summary
Overview
Work History
Education
Skills
Timeline
Generic

Tareka Coney

Lakeland,FL

Summary

Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.

Overview

12
12
years of professional experience

Work History

Personal Banker II

FIFTH THIRD BANK CORP
02.2022 - Current
  • Maintained 17 million dollar book of business.
  • Continually boosted branch production and revenue by 30% by consistently meeting all monthly and Quarterly sales goals
  • Initiated contact with new and existing customers to offer value-added products and services
  • Identified customer needs as well as cross- and up-sale opportunities
  • 70% of referred prospects converted into clients, bringing in 1.2 million in less than four months
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Enhanced client retention with proactive follow-ups and timely resolution of account issues.
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
  • Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
  • Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
  • Provided ongoing mentorship to junior bankers, building their skills in sales techniques and customer relations management.
  • Supported managers in implementing operational improvements that increased efficiency across the branch network.
  • Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
  • Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

Chief Executive Officer

Coney Business Enterprise, INC
01.2018 - 02.2022
  • Pioneered a six-figure course to educate small business owners about business credit and funding
  • Educated over 600 small businesses on how to structure their business correctly and learn the importance of business development
  • Taught over 500 clients about FCRA, FBCA, Consumer laws, Federal Trade Laws, CFBA, CCPA.
  • Increased company revenue by implementing innovative business strategies and expanding product offerings.
  • Streamlined operations for improved efficiency, reducing overall costs and increasing profitability.
  • Implemented strong financial controls, ensuring accurate reporting and solid decision-making capabilities.
  • Established key strategic partnerships with industry leaders to enhance business development opportunities.
  • Managed high-performing teams to successfully execute corporate objectives and drive organizational success.
  • Spearheaded product innovation efforts, bringing new products to market faster than competitors while maintaining quality standards.

Professor (English & Biology)

Ultimate Medical Academy
01.2017 - 12.2020
  • Created a learning environment that encourages student involvement and participation
  • Developed syllabi that clearly outline the course requirements, rationale, goals, and objectives
  • Submits digital copies of syllabi and course handouts to the Office of Academic Affairs each semester
  • Accurately documents student and classroom data, ensuring compliance with district and program reporting requirements and confidentiality standards
  • Demonstrated ways to hold students accountable for academic success.
  • Enhanced student understanding by designing interactive and engaging lectures.
  • Increased course relevance by incorporating real-world examples and case studies into lesson plans.
  • Improved student retention rates through proactive communication and support.
  • Promoted collaboration by developing group projects and fostering a positive learning environment.
  • Boosted overall department performance by mentoring junior faculty members and sharing best practices.
  • Established industry connections for students by organizing guest speaker events, workshops, and networking opportunities.
  • Contributed to the advancement of knowledge in the field by publishing research articles in peer-reviewed journals.
  • Strengthened department reputation by presenting at conferences, serving on committees, and participating in professional organizations.
  • Secured external funding for research initiatives, contributing to the growth of both individual projects and overall department resources.

TEACHER – 6th & 7th grade Science

Polk County School
08.2016 - 01.2017
  • Developing interactive lesson lessons to teach sixth and eighth-grade science engages students of diverse cultural, economic, and ability levels, including those in disadvantaged social and economic areas
  • Effectively assess student learning by establishing and communicating clear objectives and implementing assessment tools to gauge students’ mastery and understanding of objectives
  • Accurately document student and classroom data, ensuring compliance with district and program reporting requirements and confidentiality standards
  • Achievements: Increased science grades and test scores by 30% over the previous year’s scores and prepared students for success on FSA tests
  • Forged positive relationships with parents, fellow teachers, and administrators to provide customized support and strategies for each student
  • Worked closely with teaching colleagues to develop process improvements.

Personal Banker

Wells Fargo Bank
03.2014 - 07.2015
  • Delivered comprehensive banking services and information to customers while growing deposit and credit accounts through effective cross-selling based on customer need assessment
  • Ensured compliance with stringent banking governance and internal policies
  • Recognized as the highest account opener, achieved by consulting with clients to understand their banking needs and matching them with appropriate banking products
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Collected customer information and completed new account forms.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed complex credit applications; negotiated terms and conditions which resulted in increased loan approvals for qualified borrowers.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.

LICENSED INSURANCE AGENT

GEICO Insurance Company
06.2012 - 02.2014
  • Utilized complex insurance calculations, regulations, and strategies to develop coordinated insurance plans
  • Delivered accurate insurance policies that met clients’ needs and fostered long-term customer relationships by regularly assessing clients’ needs to evaluate coverage and adjust plans
  • Achievements: Generated 20% of new business through active lead prospecting and high conversion rates
  • Recognized with the Chairman’s Club Award for exceeding sales goals, including achieving the highest sales of homeowner insurance policies.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Enhanced agency reputation through consistent provision of accurate, timely, and knowledgeable advice on insurance policies and regulations.
  • Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
  • Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
  • Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
  • Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
  • Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
  • Reduced claim disputes by clearly explaining policy provisions to clients at the time of sale and during policy renewals.
  • Developed customized presentations for prospective clients that highlighted relevant products and benefits based on their unique needs.

Education

Master of Education in Adult Education & Training -

The University of Phoenix, College of Education
01.2016

Bachelor of Science in Criminal Justice, Minor in Education -

Florida A&M University
01.2012

Skills

  • Financial Product Knowledge
  • Financial Advisement
  • Relationship Building
  • Wealth Management
  • Loans
  • Banking
  • Cross-Selling and Upselling
  • Banking Policies and Procedures
  • Attention to Detail
  • Issues Resolution
  • MS Excel
  • Portfolio Assessment
  • Fraud Prevention
  • Regulatory Compliance
  • Financial Statements Preparation
  • Loan Application Expertise
  • Portfolio Analysis
  • Financial Services
  • Client Relationship Management
  • Business Development
  • Accounting and Finance
  • Revenue Generation
  • Sales Growth

Timeline

Personal Banker II

FIFTH THIRD BANK CORP
02.2022 - Current

Chief Executive Officer

Coney Business Enterprise, INC
01.2018 - 02.2022

Professor (English & Biology)

Ultimate Medical Academy
01.2017 - 12.2020

TEACHER – 6th & 7th grade Science

Polk County School
08.2016 - 01.2017

Personal Banker

Wells Fargo Bank
03.2014 - 07.2015

LICENSED INSURANCE AGENT

GEICO Insurance Company
06.2012 - 02.2014

Master of Education in Adult Education & Training -

The University of Phoenix, College of Education

Bachelor of Science in Criminal Justice, Minor in Education -

Florida A&M University

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Tareka Coney