Tremaine Mitchell

Results-oriented banking professional with 10+ years of experience in handling customer banking & financial needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

• Series 6 License
• Series 63 License
• NY State Life & Health
• NMLS Certified

• Well Fargo At work Captain
• Small Business Leader
• Service Recognition Award
• All-Star Performance Recognition Award
• Peak & Star Performer Recognition Award
• 4x Credit Blitz Champion in North East.

• Collaborated with various departments to improve communication and deliver individualized customer solutions.
• Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
• Achieved client loyalty through quality, productivity, service and proactive management.
• Monitor all financial transactions and recommended ways to increase effectiveness.
• Ensured compliance with ordinances, guidelines, national and international regulations and policies.
• Process loan applications and financial transactions following company procedures.
• Developed and maintained relationships with customers and assisted in generating sales opportunities.
• Worked collaboratively with stakeholders to discuss new projects, supplies and initiatives for determining impact on purchasing and production activities.
• Assisted customers in bank operations, including opening accounts, accessing safe deposit boxes and ATM operations.
• Conducted special service and account transactions for customers, including ordering checks and placing stop payment orders.
• Explained bank services, financial products and applicable fees to customers.
• Developed and deepened relationships with new and existing clients to advance progress and improve business.
• Entered, updated and maintained comprehensive and up-to-date customer information.
• Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
• Met and exceeded company goals in all roles since 2014 and 3x Circle of Stars Winner at WF Corp Gala.
• Process new hire paperwork, assist branch manager with interviews and conduct orientation.
• Expanded client base through consistent product promotion and sales strategy.
• Developed and coordinated trainings to help individuals learn company policies and procedures and job tasks.
• Provided excellent customer service by utilizing customer feedback toward team planning and coaching opportunities.
• Delivered in-depth, valuable training sessions to employees.
• Efficiently performed operational tasks and processed customer payments.
• Maintained knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices.
• Maintained and protected company financial records

Results driven Relationship Manager & Finance Solutions Specialist with over 10 years experience in financial services, and customer care management. Strategic and conceptual thinker with the ability to maximize customer relations by utilizing positive problem-solving techniques to meet organizational goal.