Valrie Ramsay
Financial Services Representative
Ayden,NC
Summary
SUMMARY OF QUALIFICATION Proven Analytical Skills, Maintaining High Levels of Accuracy, and Attention to Details Responsible for Helping to Implementing New Technologies Skilled Oral and Written Communications Excellent Decision Making and Problem Solving Skills Team leader of Specialty Plans and Projects Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.
Overview
26
26
years of professional experience
Work History
Financial Services Represntative
First Citizens Bank
01.2020 - Current
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Documented customer interactions and relationships using CRM systems.
SSR III
01.2017 - 01.2020
- Open deposit account; deliver consumer and business services and products; offer loans such as checkline reserves, credit cards and other consumer loans.
- Identify referrals for branch and sales partner.
- Perform simple and complex maintenance.
Back-Up Operations Services Supervisor
First Citizens Bank
Kinston, NC
01.2013 - 01.2017
Lead Customer Service Representative
First Citizens Bank
Kinston, NC
04.2013 - 08.2013
- Lead team by supervising Sales and Services Representatives, vault, branch capture and ATM operations to ensure all team members follow operational policies and procedures.
- Maintain high referrals and cross sell opportunities for personal as well as business clientele.
- Resolve customer problems through research and engagement.
- Submit weekly reports of all sales and leads.
Back-Up Teller Supervisor
First Citizens Bank
Kinston, NC
01.2004 - 01.2013
- Take over when the Teller Supervisor is away by managing the vault, find, and resolve teller outages, adhere to corporate compliance.
- Assisting tellers in mitigating risk by following federal regulations and bank policies.
Teacher
Montpelier College
Jamaica, WI
01.2000 - 01.2003
- Taught English and Established a Guidance Counseling Program.
- Plan and develop lessons for students ages 12 to 16 years old in collaboration with grade and subject team.
- Utilize daily, weekly, monthly and term data to drive instruction and intervention, meeting students where they need help growing.
- Provide structured environment with clear expectations through developed and emphasized standards.
Office Manager
Tropical Island Yacht Management, BVI
01.1995 - 01.2000
- Manage office expenditure, budget and filing system.
- Recruit and train new hires.
- Coordinate Operations Section of the yacht company with the Administrative office.
- Book and arrange excellent client experiences.
Education
Bachelor of Science - Management
East Carolina University
MBA - undefined
University of Mount Olive
Skills
Complaint resolution
undefinedTimeline
Financial Services Represntative
First Citizens Bank
01.2020 - Current
SSR III
01.2017 - 01.2020
Lead Customer Service Representative
First Citizens Bank
04.2013 - 08.2013
Back-Up Operations Services Supervisor
First Citizens Bank
01.2013 - 01.2017
Back-Up Teller Supervisor
First Citizens Bank
01.2004 - 01.2013
Teacher
Montpelier College
01.2000 - 01.2003
Office Manager
Tropical Island Yacht Management, BVI
01.1995 - 01.2000
MBA - undefined
University of Mount Olive
Bachelor of Science - Management
East Carolina University
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