Summary

Overview

Work History

Education

Skills

Timeline

Tia L Winfree

Ridgewood,NJ

Summary

To obtain a position that will utilize my skills and previous experience in sales, customer service and leadership in a challenging environment.

Overview

years of professional experience

Work History

Senior Personal Banker

Valley Bank

Wayne, NJ

01.2024 - Current

Led team in delivering exceptional customer service, enhancing client relationships and satisfaction.
Analyzed client financial needs, providing tailored banking solutions to improve account growth.
Streamlined loan application processes, reducing turnaround time and improving client experience.
Collaborated with management to implement strategic initiatives that increased branch profitability.
Conducted training sessions on new banking products, increasing team knowledge and sales effectiveness.
Resolved complex customer inquiries, demonstrating exceptional problem-solving skills and customer service expertise.
Collaborated with branch team members to ensure seamless execution of daily operations and optimal customer experience.
Assisted in developing and implementing branch sales goals, motivating team members to achieve targets and drive business growth.
Strengthened client relationships through consistent follow-ups and proactive communication.
Conducted financial reviews for customers, identifying opportunities for cross-selling additional products and services.

Universal Banker

PNC Bank

Ridgewood, NJ

01.2022 - 12.2023

Handled branch operations, such as yearly and quarterly retention paper work, as well as ordering all monthly bank supplies.
Met and succeeded quarterly goals consistently and received awards from market leadership.
Cross sell products and services aligning with customer needs.
Complete all functions related to opening and closing accounts while assisting clients with the appropriate selection of accounts.
Provide banking account information and explain product features to client.
Managed monthly surprise audit to tellers as a teller lead and vault custodian.
Conducted Morning meetings to go over monthly quota and sales target.
Receive and process telephone calls on weekly call nights to help drive sales and appointment settings.
Facilitated customer transactions, ensuring accuracy and compliance with banking regulations.
Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.

Solution Specialist, Business Sales Lead

Verizon Wireless

Bergen County Metro Regiona

05.2014 - 12.2021

Shared product knowledge with customers while making personal recommendations.
Uphold customer satisfaction through a means of POS (point of Sale) customer service.
Created strategies to develop and expand existing customer sales also assisted in team builders.
Met and exceeded monthly sales quota.
Verified that all merchandising standards were maintained on a daily basis
Protect and promote a positive brand image.
Demonstrate that customers come first, by servicing them with a sense of urgency, while giving a great customer experience and maintaining a score of 90 and above NPS.

Mortage Consultant Team Lead

Bank Of America

Newark, NJ

06.2005 - 07.2013

Assisting team manager with listening sessions and associate feedback
Handling Subprime loans and government loan folders such as HFI, FA and VA.
Discuss Financial options as well as results, such as short sales, Deed in Lieu and possible foreclosure.
Handling monthly mortgage payments and negotiating amounts to bring customers up to date on delinquent accounts.
Structuring and efficient call back strategy for loan modifications and reinstatement of foreclosure processed loans.
Handled accounts of 20,000 or greater to settle on loans or stop delinquency before starting.
Evaluate Credit report to determine credit line increase or second loan options.
Handled account load of $3.6 million and over 220 accounts each month.
Performed in special unit HRL (high risk liquidation) for 2 years.
Collected on debt from 30 day delinquency to pre charge off unit.
Received corporate certifications in Anti Money Laundering, Information Protection and Privacy also Fair debt collection Practices.