VICTORIA EPPERLY
Jacksonville,US
Summary
Experienced Senior Banker with a focus on helping clients achieve their long-term and short-term financial goals. Utilize extensive knowledge, enthusiasm, and drive to build and maintain lasting client relationships and provide exceptional customer service.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank of America
10.2024 - Current
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking needs.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
Relationship Banker
Bank of America
08.2022 - Current
- Completed thorough and accurate documentation for all money movements, deposits, and withdrawals
- Created new customer accounts, such as checking, savings, and credit lines
- Determined which of the company's products would best meet the needs of the customer and provided additional information on pricing, support, and maintenance
Financial Aid Assistant
Coastal Carolina Community College
10.2021 - 07.2022
- Walked students through the financial aid process, which included filling out forms, filing documents, preparing reports, and updating account information
- Advised students and their families on how to make the best financial aid plans and determine their eligibility
- Calculate GPA to ensure students are making SAP-Satisfactory Academic Progress
Assistant Manager
Big Lots
07.2019 - 10.2021
- Developed and implemented policies aimed at increasing team productivity and improving operational efficiency
- I am in charge of onboarding new employees, which included training, mentoring, and new hire paperwork
- Interacted with customers to assess their needs and recommend products or services
- I'm in charge of maintaining professional relationships with suppliers and customers
- I'm in charge of scheduling, inventory control, and stocking
Assistant Manager
Ross Dress for Less
09.2016 - 07.2019
- Worked with the team to improve efficiency on various projects
- Provided weekly work schedules to employees to accommodate business demands and vacation requests
- Interacted with customers to assess their needs and recommend products or services
- Looked over sales and gross profit reports to see what options there were for expanding the market
- Taught my team members how to use effective strategies to meet operational and sales goals
Education
Some college -
University of North Carolina Wilmington
Wilmington, NCHigh School -
Topsail High School
Hampstead, NC12.2015
Skills
- Client Care
- Motivated team player
- Training and development
- Business Planning
- Compliance, banking laws and regulations
- Consumer banking specialist
- Strong interpersonal skills
Certification
NC Notary Public
Timeline
Senior Banker
Bank of America
10.2024 - Current
Relationship Banker
Bank of America
08.2022 - Current
Financial Aid Assistant
Coastal Carolina Community College
10.2021 - 07.2022
Assistant Manager
Big Lots
07.2019 - 10.2021
Assistant Manager
Ross Dress for Less
09.2016 - 07.2019
Some college -
University of North Carolina Wilmington
High School -
Topsail High School
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