Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Taylor Krestalude

Stuart,FL

Summary

Results-driven Relationship Banker known for exceptional productivity and efficiency in task completion, with over 2.5 million dollars in solutions delivered in 2024 alone. Specialize in customer relationship management, financial advising, and risk assessment to deliver optimal banking solutions. Excel in communication, problem-solving, and adaptability, ensuring seamless client interactions and satisfaction.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Banker

Truist Bank
Stuart, FL
07.2023 - Current
  • Created and implemented effective marketing strategies to increase customer acquisition for the bank.
  • Actively contributed to collective knowledge by attending regular meetings, promoting the sharing of successful tactics for building professional relationships.
  • Regularly reviewed customer portfolios to identify possible avenues for increased financial gains through the offering of supplementary products or services.
  • Advised clients on investment options tailored to their unique needs and risk tolerance.
  • Identified customer needs and recommended suitable banking products based on conversations.
    Offered personalized solutions to meet individual requirements.
    Served as a reliable resource for customers in selecting the right banking products.
  • Provided personalized service and support to build long-term relationships with customers.

Teller

Truist Bank
Fayetteville, NC
06.2020 - 07.2023
  • Maintained daily balance of cash drawers.
  • Handled diverse customer transactions such as deposits, withdrawals, loan payments. Administered all types of banking services.
  • Identified customer referral opportunities to enhance utilization of bank's services.
  • Identified fraudulent activity or suspicious behavior immediately reported it to management.
  • Reported any operational issues or system problems that occurred during shift promptly.
  • Handled large volumes of currency quickly and accurately with minimal errors.

Education

Associate of Arts - Biological And Physical Sciences

Palm Beach State College
Lake Worth, FL
06-2016

Martin County High School
Stuart, FL
05-2013

Skills

  • Recordkeeping requirements
  • Account audits
  • Account closings
  • Financial Advising
  • Creative Thinking
  • Cash Handling
  • Persuasive communication style
  • Sales expertise
  • Customer Service-Oriented

Certification

  • NMLS License

Timeline

Relationship Banker

Truist Bank
07.2023 - Current

Teller

Truist Bank
06.2020 - 07.2023

Associate of Arts - Biological And Physical Sciences

Palm Beach State College

Martin County High School

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Taylor Krestalude