Hi, I’m
Victoria Gresham
Treasury Management Global Finance Specialist
Birmingham,AL
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
11
years of professional experience
4
Certifications
Work History
Regions BankBirmingham, AL
Senior Relationship Banker/Notary/Digital Coach
10.2019 - Current
Job overview
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Analyzed customers' financial information to deliver personalized account guidance.
- Cultivated strong customer relationships by providing tailored advice and services.
- Facilitated customer transactions, including deposits, withdrawals and transfers.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Implemented strategies to increase customer retention, enabling investment growth.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Educated customers on online banking and mobile banking applications.
Mutual Savings Life InsuranceBirmingham, AL
Insurance Agent
12.2016 - 10.2019
Job overview
- Maintained high standards of customer service by building relationships with clients.
- Collected premiums on or before effective date of coverage.
- Finalized sales and collected necessary deposits.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Cross-sold insurance products to existing clients to reach sales targets.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Educated clients on insurance policies and procedures.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Identified and solicited sales prospects in agency databases.
- Met with customers to provide information about available products and policies.
Jim Burke AutomotiveBirmingham, AL
Sales and Leasing Consultant
03.2015 - 08.2016
Job overview
- Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
- Negotiated purchase prices and explained sales, warranty, and optional products.
- Followed-up on warm Internet leads and responded to customer questions about vehicle availability, price, and options while fielding inquiries from various marketing websites.
- Greeted customers on lot and in showroom to answer questions about brand and available inventory.
- Qualified buyers by matching requirements and interests to various car or truck models and discussing finance options.
- Answered telephone and email inquiries from potential customers.
- Demonstrated automobiles by explaining characteristics, capabilities, and features, taking test drives and explaining warranties and services.
- Prepared purchased vehicles and completed final delivery checks.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
MRM MarketingHoover, AL
Manager
10.2012 - 12.2014
Job overview
- Sold Kirby vacuums door to door and managed a crew of several salespeople.
- Close each sale for entire crew
- Learned and implemented consultative selling skills to identify opportunities, overcome objections and close sales.
- Drove team revenue totals by bringing in top sales numbers.
- Traveled by foot or automobile to deliver or sell merchandise or services.
- Speak with the finance company to obtain credit scores and negotiate terms for the loan.
- Maintained professional, organized, and safe environment for employees and patrons.
- Maximized performance by monitoring daily activities and mentoring team members.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Developed and maintained relationships with customers and suppliers through account development.
- Onboarded new employees with training and new hire documentation.
Education
Tuskegee UniversityTuskegee, AL
BA from Business Administration
01.2006 - 1 2011
Skills
Insurance Sales
Financial Planning
Banking
Annuities
Loan Origination
Rapid 10-key data entry
Organization and Time Management
Relationship building and management
Financial Advising
Certification
Life Insurance License - 2017
Availability
See my work availability
Not Available
Available
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Senior Relationship Banker/Notary/Digital Coach
Regions Bank
10.2019 - Current
Insurance Agent
Mutual Savings Life Insurance
12.2016 - 10.2019
Sales and Leasing Consultant
Jim Burke Automotive
03.2015 - 08.2016
Manager
MRM Marketing
10.2012 - 12.2014
Tuskegee University
BA from Business Administration
01.2006 - 1 2011