Creating positive partnerships to achieve corporate success. Recognized for delivering unparalleled customer service and having poise in high-pressure, fast-paced business environments. A verifiable track record of success. Distinguished from others by a tenacity to become an expert in assigned role and creating relationships to increase achievements that impact organization growth. Recipient of 2015, 2016 ,2017, & 2018 Gold Performance Excellence Awards.
Overview
14
14
years of professional experience
Work History
Universal Banker
Truist Bank
06.2019 - Current
Responsible for providing excellent customer service to all clients while promptly and efficiently handling clients transactions.
Handled customer complaints and ensured compliance of corporate directives, policies and procedures
Working together in a team environment
Promptly balanced and processed consumer/business/cash transactions daily, accurately and efficiently
Complete all required training ahead of deadlines
Committed to advancing individual knowledge of sales techniques and products to better serve clients
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Assistant Branch Manager
SunTrust
02.2017 - 06.2019
Provide industry leading service and proactively focus on sales goals by leading with SunTrust’s purpose of meeting clients needs.
Provide leadership and direction to branch teammates with emphasis on: (1) Achieving branch and individual sales, service, and referral goals; (2) Providing industry leading client service; (3) Ensuring compliance with policies and procedures and daily operations
Championed as the branch’s second in command in absence of the branch manager
Trained and developed new team members in alignment with branch service standards and objectives.
Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Representative
InStore Financial Service
10.2014 - 02.2017
Responsible for identifying, prospecting and establishing new clients within a retail environment. Create awareness of products and services in an effort to profitably acquire, grow and retain individual customers. Repeatedly meet annual sales goals, branch sales goals, sales activity targets, and exceed client service expectations by identifying, prospecting and establishing new clients while offering and selling products and services to maximize cross-sale opportunities.
Utilize resources to conduct consultative conversations and provide financial solution that meet client needs across all product and service lines
Identify and make referrals to other lines of business within branch
Handle a variety of tasks and priorities accurately and efficiently according to established guidelines including cash handling, risk mitigation, client authentication, deposits and withdrawals, payments and transfers, consignment sales
Provide client with professional service in assigned Branch. Develop, maintain and retain extraordinary client relationships. Adhere to regulations of SunTrust’s Code of Conduct
Use skill/ability and aptitude to deliver industry leading service when handling maintenance requests, resolving concerns and performing teller transactions
Committed to advancing individual knowledge of sales techniques and products to better serve clients
Complete assignments within established guidelines. Ensure compliance with internal controls, operational procedures and risk management policies. Responsible for business transactions and practices within span of control.
Teller
Wells Fargo
01.2012 - 01.2014
Assisted Wells Fargo in their goal to be the premier provider of financial services for each of their customers and helped them succeed financially. Actively participated with store team members and in team meetings to ensure that service goals were achieved. Helped the team grow customer relationships by making sales referrals.
Promptly balanced and processed consumer/business/cash transactions daily, accurately and efficiently
Demonstrated product/service knowledge on alternative delivery channels and proactively educated customers
Understood key selling features and benefits; created one-minute approaches to be used with customers regarding products in an effort to generate interest and referrals
Enhanced customer relationships by identifying opportunities and referring customer to Personal Banker or other appropriate store personnel; effectively addressed customer service issues and/or escalated to appropriate person
Worked as an active member of the Teller Team to minimize customer wait time
Adhered to bank policies, procedures and security guidelines; complied with federal, state and local regulations; maintained awareness of updated policies and procedures