Tiffany Preston
Kingwood,TX
Summary
Experienced senior banker with a 9-year proven track record in the industry. Committed to cultivating and strengthening valuable customer connections to drive business growth. Consistently acknowledged for exceptional performance, earning recognition as a top performer on numerous occasions.
Overview
9
9
years of professional experience
Work History
Senior Banker
Bank of America
07.2022 - Current
- Building relationships by advising clients and helping them manage their finances
- Proactively seeking new customers and engaging with existing customers to understand what is most important to them and helping with their current and future financial needs
- Create a great customer experience by supporting lobby leadership
- Promote mobile solutions to customers by explaining self-service mobile options and teaching them by walking them through how to complete transactions on their own
- Leverage tools and resources to ensure accurate and consistent information of bank products and services and connect those to customer needs
- Refer investment, retirement, mortgage, core business, lending for small business, and home equity needs
- Build new business relationships, grow existing relationships, and sell various products and services, including small business deposit accounts or business credit cards and payment processing solutions
- Ensure customers are empowered to use digital capabilities for more of their banking needs daily.
Relationship Banker
Bank of America
03.2020 - 07.2022
- Working closely with clients, building relationships to uncover their financial needs
- Understanding the needs of clients and advising them to partners if necessary
- Process teller transactions including deposits, withdraws, payments and transfers
- Provide knowledge of products and services to new and existing clients that best fits their needs.
Administrative Assistant
Topp Knotch
10.2019 - 02.2020
- Arranging travel and accommodation, and occasionally traveling with the manager to take notes or dictation at meetings or to provide general assistance during presentations
- Meeting and greeting at all levels of seniority
- Dealing with incoming email, faxes and post, often corresponding on behalf of the manager
- Producing documents, briefing papers, reports and presentations
- Carrying out specific projects and research
- Taking on some of the manager's responsibilities and working closely with management
- Devising and maintaining office systems, including data management and filing
- Screening phone calls, enquiries and request and handling them when appropriate
- Organizing and maintaining the manager's calendar daily
- Responsible for accounts and budgets.
Receptionist
Clubs of Kingwood
01.2019 - 10.2019
- Greet and welcome guests as soon as they arrive at the club
- Direct visitors to the appropriate person and office
- Answer, screen and forward incoming phone calls
- Support Senior Directors of Membership with proposals and preparing documents for presentations
- Ensure reception area is tidy and presentable, with all necessary stationery and material (e.g
- Pens, forms and brochures)
- Set up and prepared conference for staff members
- Provide basic and accurate information in-person and via phone/email
- Create spreadsheets for membership director's current members/prospective clients
- Corresponded to member's in person and email request for use of the Club
- Maintained member files in order of club request or preference.
Assistant Branch Manager
Woodforest National Bank
03.2018 - 11.2018
- Operated the branch in line with company procedures and policies
- Ensured that the branch personnel complied with federal and state laws
- Maintained operational standards to provide an excellent working environment for employees
- Ensured operational excellence and integrity of the branch
- Developed action plans to enhance operational controls and optimize customer service
- Assisted in performance appraisals, promotions, and compensation activities for employees
- Managed daily operations of branch in the absence of Branch Manager
- Primarily responsible for the direct supervision of the branch’s day-to-day operations
- Ensured that procedures are followed and all branch transactions are balanced at the close of each day
- Updated Branch Manager calendar in order to organize daily planning
- Responsible for implementing new ideas for production and marketing for the branch
- Process account transactions, loan applications, and new accounts
- Maintain good customer relations in order to ensure that their needs are met within the strategic objectives of the bank
- Updated daily reports for branch annual goals
- Organized and maintained audit files in branch
- Meet with vendors for the sales aspect of the branch
- Managed all customer related queries
- Partnered with other retail partner stores to provide services needed
- Volunteered within the community to help with low to moderate income area schools with financial literacy classes.
Retail Banker IIII
Woodforest National Bank
08.2015 - 03.2018
- Taking care of and handling customer needs
- Cash balancing for the branch
- Identify and pursue selling and cross-selling opportunities with bank customers and prospective customers
- Assist in ordering, receiving, verifying and distributing cash
- Contribute to the fulfillment of department and company objectives and goals
- Process deposits, withdrawals and other banking transactions for a high volume of customers
- Perform daily audits and balancing of the ATM’s
- Help educate and provide practical training to new employees
- Resolve customer complaints in a professional and satisfactory manner
- Knowledge of the opening and closing procedures of the branch
- Assist in implementing the goal setting of the branch daily
- Coordinate well with other tellers to sustain a teamwork atmosphere.
Education
Associate Of Applied Business - Business Management
Houston Community College
Houston, TXSkills
- Loan structuring
- Cash Handling
- Operational Efficiency
- Analyzing data
- Customer Relationship Management
- Team member development
- Teamwork and Collaboration
- Problem-Solving
- Multitasking
- Organizational Skills
- Team Leadership
- Team building
- Coaching and Mentoring
Timeline
Senior Banker
Bank of America
07.2022 - Current
Relationship Banker
Bank of America
03.2020 - 07.2022
Administrative Assistant
Topp Knotch
10.2019 - 02.2020
Receptionist
Clubs of Kingwood
01.2019 - 10.2019
Assistant Branch Manager
Woodforest National Bank
03.2018 - 11.2018
Retail Banker IIII
Woodforest National Bank
08.2015 - 03.2018
Associate Of Applied Business - Business Management
Houston Community College