Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Vannessa Davis

Vannessa Davis

Dallas,TX

Summary

Organized financial professional aiming to fulfill role within dynamic team. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of financial products and services to best support company and customers.

Overview

16
16
years of professional experience

Work History

Personal Banker

Inwood National Bank
01.2023 - 10.2024
  • Hours per week: 40
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.

Personal Banker

Wells Fargo
08.2020 - 01.2023

• Hours per week: 40

  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Delivered customer service by building relationships through proactive outreach, matching clients with suitable banking products.
  • Processed requests including account openings, customer relationship maintenance, and credit applications.
  • Provided assistance on the teller line during high traffic, authorizing transactions above teller limits and training team members.
  • Ensured compliance with Federal Deposit Insurance Corporation regulations and internal policies.

Client Services Associate

Louis Vuitton Client Services
11.2018 - 01.2020
  • Hours per week: 40
  • Conducted regular client satisfaction surveys and utilized feedback to inform continuous improvements within the Client Services team.
  • Managed confidential monetary transactions and built long-term professional relationships with clients.
  • Boosted Client Services team performance by implementing new process improvements and best practices.
  • Collaborated closely with sales team to identify potential upselling opportunities based on client needs analysis.

Information Technology Supervisor

US Army
09.2012 - 07.2014
  • Hours per week: 40
  • Implemented proactive monitoring tools to identify potential issues before they escalated into major problems.
  • Modernized legacy systems using cloud-based services, increasing scalability and flexibility across all business functions.
  • Promoted a culture of cybersecurity awareness among employees through regular workshops and training sessions.
  • Oversaw successful migration projects from one platform to another, ensuring minimal downtime during the transition process.

Information Technology Specialist

US Army
11.2008 - 08.2012

• Hours per week: 40

  • Developed and maintained strong client relationships to deliver exceptional customer service and problem resolution.
  • Used ticketing systems to manage and process support actions and requests.
  • Resolved escalated issues by serving as subject matter expert on wide-ranging issues.
  • Performed daily system monitoring, verifying integrity and availability of hardware, server resources, systems and key processes.

Education

Master of Business Administration - MBA - Business Administration, Management and Operations

Texas Woman's University
Dallas, TX
04-2025

Bachelor of Arts - BA - Psychology

Dallas Baptist University
Dallas, TX
05-2017

Skills

  • Positive Attitude
  • Customer Service
  • Financial Services
  • Attention to Detail
  • Customer Satisfaction
  • Banking
  • Account Maintenance
  • Relationship building and management
  • Account Management
  • Issues Resolution
  • Regulatory Compliance
  • Multitasking Abilities

Timeline

Personal Banker

Inwood National Bank
01.2023 - 10.2024

Personal Banker

Wells Fargo
08.2020 - 01.2023

Client Services Associate

Louis Vuitton Client Services
11.2018 - 01.2020

Information Technology Supervisor

US Army
09.2012 - 07.2014

Information Technology Specialist

US Army
11.2008 - 08.2012

Master of Business Administration - MBA - Business Administration, Management and Operations

Texas Woman's University

Bachelor of Arts - BA - Psychology

Dallas Baptist University
Vannessa Davis