Tiffany Anderson
Alpharetta,GA
Summary
Experienced in utilizing banking software, such as Salesforce and various bank systems. Friendly and client-focused advisor with 20+ years of experience in the financial institution setting. Deep understanding of the industry. Adaptability and strong work ethic enable excellence in any situation. Exceptional customer service skills ensure highest level of client satisfaction.
Overview
20
20
years of professional experience
Work History
Assistant Vice President; Credit Solutions Advisor
Bank of America
10.2014 - Current
- Recommended strategies to assist clients in achieving financial goals and objectives.
- Contacted prospective customers to present information and explain available services.
- Kept confidential client information properly protected and only used for official purposes.
- Provided information to customers and clients on account status' and balances.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Recommended strategies to clients to help achieve financial goals.
- Gathered client debt, credit and income information to determine loan eligibility.
- Submitted applications to credit analysts.
- Informed customers of application deadlines, approvals and denials.
- Helped clients fill out loan applications and find ideal loan options.
- Identified lending risks and implemented strategies to reduce loan defaults.
- Developed and maintained relationships with local real estate agents.
- Kept detailed records regarding approved, denied and received loan applications.
- Communicated with customers in person and via telephone to answer questions, process transactions and resolve issues.
Personal Banker
US Bank National Association
10.2008 - 10.2014
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Used product knowledge and abilities to execute consumer loans and other services.
- Established track record of participation in community groups or events to obtain networking opportunities.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Followed operational standards, promoting security, risk management and compliance.
- Interpreted data to evaluate for lending ratios and product and service opportunities.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Entered customers' transactions into computers to record transactions and issue computer-generated receipts.
- Leveraged phone, e-mail, and video channels to perform regular customer outreach.
- Grew business by leveraging inbound and outbound interactions with new and existing clients.
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
Personal Banker
Metropolitan National Bank
09.2004 - 10.2008
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Exercised judgment when dispensing information to maintain confidentiality of sensitive information.
Education
Bachelor of Arts - Business Leadersip
The University of Arizona Global Campus
05.2022
Associate of Science - Education
University of Arkansas Pulaski Technical College
08.2020
Associate of Arts - General Studies
University of Arkansas Pulaski Technical College
North Little Rock, AR12.2010
Skills
- Attention to Detail
- Salesforce
- Verbal and Written Communication
- Financial Services
- Client Interaction
- Honest and Ethical
- Team Leadership
- Project Management
- Business Planning
- Microsoft PowerPoint
- Public speaking and presentations
- Client Engagement
Timeline
Assistant Vice President; Credit Solutions Advisor
Bank of America
10.2014 - Current
Personal Banker
US Bank National Association
10.2008 - 10.2014
Personal Banker
Metropolitan National Bank
09.2004 - 10.2008
Associate of Science - Education
University of Arkansas Pulaski Technical College
Associate of Arts - General Studies
University of Arkansas Pulaski Technical College
Bachelor of Arts - Business Leadersip
The University of Arizona Global Campus
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