Summary
Overview
Work History
Education
Skills
Timeline
Generic

Ti’Anna Davis

Walker,LA

Summary

Dynamic banking professional with a proven track record at Chase Bank, excelling in customer service and cash management. Skilled in portfolio management and relationship building, I consistently resolved complex client issues, enhancing satisfaction and loyalty. My self-motivated nature and expertise in financial planning drive successful outcomes in diverse banking environments.

Banking professional with comprehensive experience in financial services, adept at managing client accounts and providing exceptional customer support. Known for reliability and capacity to adapt to dynamic banking environments. Skilled in financial advising and data analysis, fostering both teamwork and individual accountability.

Overview

8
8
years of professional experience

Work History

Associate Banker

Chase Bank
06.2022 - 03.2024
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
  • Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Educated customers on features and benefits of banking products and services.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Maintained friendly and professional customer interactions.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Educated customers on online banking and mobile banking applications.
  • Monitored and verified suspicious activity on customer accounts.
  • Assisted customers with banking needs and inquiries.
  • Trained new hires on customer service policies and procedures.
  • Generated monthly reports on customer activity and customer feedback.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.

Teller

Essential Federal Credit Union
01.2020 - 09.2021
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
  • Educated customers on use of banking website and mobile apps.

Specialty Sales Representative

Target
06.2018 - 12.2019
  • Played an integral role in the launch of new products, collaborating with internal teams to ensure successful implementation and market penetration.
  • Conducted market research and analyzed industry trends to inform strategic planning efforts and optimize sales tactics.
  • Delivered exceptional customer service, resulting in increased repeat business and client satisfaction.
  • Leveraged social media platforms strategically to create awareness about specialty products among target audience segments.
  • Provided expert product knowledge to clients, addressing their unique needs and offering tailored solutions.
  • Increased sales revenue by implementing targeted marketing strategies and building strong client relationships.
  • Used consultative sales approach to understand and meet customer needs.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Resolved order issues efficiently and enhanced customer satisfaction ratings.

Sales Associate

Walmart
08.2016 - 06.2018
  • Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
  • Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
  • Built relationships with customers to encourage repeat business.
  • Managed returns, exchanges and refunds in accordance with store policy.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Helped customers locate products and checked store system for merchandise at other sites.
  • Answered customer questions about sizing, accessories, and merchandise care.
  • Rotated stock and restocked shelves to maintain product availability and store appearance.
  • Engaged with customers to build rapport and loyalty.
  • Solved customer challenges by offering relevant products and services.
  • Minimized wait times for customers during peak hours, maintaining a high level of customer satisfaction.
  • Contributed to visual merchandising efforts by creating eye-catching displays that showcased products effectively and enticed shoppers to make purchases.
  • Managed inventory to ensure product availability, contributing to uptick in sales.
  • Managed efficient cash register operations.
  • Stocked merchandise, clearly labeling items, and arranging according to size or color.
  • Performed cash, card, and check transactions to complete customer purchases.

Education

Marketing

Dillard University
New Orleans, LA
08-2019

Skills

  • Investment strategies
  • Portfolio management
  • Financial planning
  • Sales proficiency
  • Customer service
  • Cash management
  • Teller experience
  • Due diligence
  • Consumer banking
  • Opening and closing procedures
  • Developing customer relationships
  • Relationship building
  • Money transfers
  • Check cashing and withdrawals
  • Self-motivated nature
  • Dual control vaults

Timeline

Associate Banker

Chase Bank
06.2022 - 03.2024

Teller

Essential Federal Credit Union
01.2020 - 09.2021

Specialty Sales Representative

Target
06.2018 - 12.2019

Sales Associate

Walmart
08.2016 - 06.2018

Marketing

Dillard University

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Ti’Anna Davis