THOMAS ROSS
Greenville,SC
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Banker
HomeTrust Bank
02.2023 - Current
- Implemented strategies to increase customer retention, enabling investment growth.
- Worked with clients to address and respond to client and partnership management issues.
- Adapted products and services to suit customers' changing financial circumstances.
- Developed strong rapport with local businesses, positioning the bank as a preferred partner for commercial banking services.
- Activated new personal and business accounts for businesses and individuals around the upstate of South Carolina.
Agent Aspirant
State Farm
01.2020 - 09.2022
- Generated leads through cold-calling, networking with local organizations, and other outreach methods.
- Enhanced my sales pipeline by targeting potential customers in various markets and utilized effective marketing strategies.
- Proposing pivotal questions to clients to ultimately get an in-person meeting to get a better understanding of their current financial situation and how we can help protect their assets.
- Improved sales performance by staying current on industry trends, product offerings, and competitor strategies.
Mortgage Service Representative Intern
Shellpoint Mortgage Servicing
05.2018 - 08.2018
- Followed up with present and past customers to provide additional services and ongoing support to business clients with our products
- Contacted customers to negotiate payment arrangements to help them avoid late payments and foreclosures
- Assisted and processed new and current customer loans.
- Utilized customer service software to manage interactions and track customer satisfaction.
Education
B.S. Financial Management - Minor: Accounting
Clemson University
Clemson, SC05.2019
Skills
- Proficiency in Microsoft Excel, PowerPoint, Word, SalesForce and Social Media Platforms Financial Services and Business Banking
Certification
- SC Life and Health Insurance
- SC Property and Casualty Insurance
Timeline
Relationship Banker
HomeTrust Bank
02.2023 - Current
Agent Aspirant
State Farm
01.2020 - 09.2022
Mortgage Service Representative Intern
Shellpoint Mortgage Servicing
05.2018 - 08.2018
B.S. Financial Management - Minor: Accounting
Clemson University
- SC Life and Health Insurance
- SC Property and Casualty Insurance
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