Terra Staples
Fort Worth
Summary
Strategic Global Business Analyst experienced in project management and data analysis. Drives business growth by leveraging global market trends, enhancing operational efficiency, and improving risk management processes. Facilitates cross-functional collaboration and utilizes analytical tools for informed decision-making.
Overview
7
7
years of professional experience
Work History
Global Business Analyst PROJECT
Bank of America
Dallas
11.2025 - Current
- Analyzed global market trends and identified areas of potential growth.
- Analyzed global market trends to support strategic decision-making processes.
- Utilized data analytics tools to enhance reporting accuracy and improve efficiency in data presentation.
- Collaborated with cross-functional teams to streamline reporting procedures, improving data accessibility for stakeholders.
- Assisted in creating data visualizations for presentations to stakeholders.
- Monitored customer satisfaction ratings across regions and implemented corrective actions to address identified issues.
- Communicated with banks to resolve account issues and facilitate transactions efficiently.
Client Relationship Banker III, NMLS
U.S. Bank
Cleveland
02.2019 - 11.2025
- Provided comprehensive banking solutions tailored to individual customer goals.
- Identified financial needs of customers and presented appropriate product and service options.
- Advised customers on bank products, services and financial planning options.
- Built long-term relationships with customers by providing personalized service and support.
- Cultivated strong relationships with clients to understand their financial needs.
- Educated clients about various banking products available at the institution.
- Educated clients on digital banking tools and services for enhanced accessibility.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Opened and serviced accounts within authorized limits.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Education
Associate of Applied Science - Accounting And Finance
Ohio Business College
Cleveland, OHSkills
- Digital banking
- Customer management
- Needs assessment
- Market strategy
- Competitive analysis
- Competitive intelligence
- Reporting accuracy
- Digital change
- Problem solving
- Stakeholder management
- Team collaboration
- Attention to detail
- Effective communication
Timeline
Global Business Analyst PROJECT
Bank of America
11.2025 - Current
Client Relationship Banker III, NMLS
U.S. Bank
02.2019 - 11.2025
Associate of Applied Science - Accounting And Finance
Ohio Business College