Victoria Wilson
West Memphis,Arkansas
Summary
Highly motivated and results-oriented financial services professional with 16+ years of experience in banking, sales, and customer relationship management. Proven ability to build and maintain strong customer relationships, exceed sales targets, and provide exceptional service. Seeking a challenging new opportunity to leverage my skills and experience to contribute to the success of a growing organization.
Overview
18
18
years of professional experience
Work History
Relationship Banker II
Truist Bank
01.2022 - Current
- Cultivated and deepened relationships with business and personal banking clients, consistently achieving a 100% Client Service Care Score for two consecutive years
- Analyzed client needs and provided tailored solutions, recommending appropriate accounts, products, and lending options
- Consistently met and exceeded sales targets, contributing to the overall success of the branch sales team
- Proactively monitored client accounts, ensuring compliance with bank policies and regulations
- Conducted morning team lead meetings, covering system updates, product knowledge, teammate recognition, and bank policy and compliance procedures
- Served as acting bank ambassador, representing the branch and building relationships with the community
Universal Banker II
IBERIABANK
01.2015 - 01.2020
- Provided exceptional customer service in a fast-paced environment, prioritizing client needs and making sound decisions in alignment with company policies
- Fostered a collaborative team environment, encouraging teamwork, partnership, and open communication
- Achieved individual sales goals by developing and executing targeted sales plans focused on client retention, expansion, and cost management
- Originated and closed loans for retail and small business clients, identifying financial needs and providing suitable solutions
- Ensured compliance with operational policies, procedures, and security guidelines, maintaining a high standard of service quality and accuracy
Access Facilitator
Le Bonheur Children's Hospital
01.2015 - 01.2016
- Interviewed patients and families to gather demographic and financial information, ensuring accurate and complete registration records
- Analyzed patient insurance coverage and provided information on financial assistance options
- Maintained a high level of data entry accuracy, ensuring the integrity of patient information in the hospital database
- Provided compassionate support to patients and families, navigating sensitive situations with empathy and professionalism
Client Service Specialist III
SunTrust Bank
01.2012 - 01.2015
- Provided comprehensive support to clients, addressing banking, lending, and account maintenance needs
- Proactively identified sales opportunities and consistently achieved quarterly and monthly sales goals for both business and personal accounts
- Processed wire transfers, ATM cash orders, and credit/debit card requests with accuracy and efficiency
- Resolved client disputes and fraud reports, ensuring timely and effective solutions
Teller III
First Tennessee Bank
01.2008 - 01.2011
- Processed a high volume of customer transactions with accuracy and efficiency
- Provided exceptional customer service, assisting with account inquiries and resolving issues
- Followed strict procedures for vault and branch opening/closing, ensuring security and compliance
- Promoted new products and services to customers, identifying opportunities for cross-selling
Member Service Representative I
Navy Federal Credit Union
01.2007 - 01.2008
- Assisted members with account inquiries, transactions, and loan applications
- Processed ATM and express deposits, ensuring accurate and timely posting
- Maintained a thorough understanding of credit union products and services, effectively cross-selling to meet member needs
- Utilized various software systems, including Encore Teller System, UAD, Lotus Notes, and E-net
Education
Associate of Science - Business Administration
Arkansas State University
West Memphis, AR01.2007
High School Diploma -
Marion High School
Marion, AR01.2005
Skills
- Notary Public (Tennessee)
- Excellent Customer Service
- Team Leadership
- Non-Profit Volunteer
- Banking Software Proficiency
- Loan Origination and Processing
- Client Relationship Management
- Sales and Cross-Selling
- Compliance and Regulatory Adherence
- Microsoft Office Suite
Timeline
Relationship Banker II
Truist Bank
01.2022 - Current
Universal Banker II
IBERIABANK
01.2015 - 01.2020
Access Facilitator
Le Bonheur Children's Hospital
01.2015 - 01.2016
Client Service Specialist III
SunTrust Bank
01.2012 - 01.2015
Teller III
First Tennessee Bank
01.2008 - 01.2011
Member Service Representative I
Navy Federal Credit Union
01.2007 - 01.2008
Associate of Science - Business Administration
Arkansas State University
High School Diploma -
Marion High School
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