Driven, Hard working individual focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 20+ years' experience in Banking Industry.
Overview
12
12
years of professional experience
Work History
Relationship Manager
First Horizon Bank
Boiling Springs, SC
04.2019 - Current
Built and maintained relationships with new and existing clients while providing high level of expertise.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Generated new business and referral clients in partnership with financial advisors and branch team.
Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
Teller Supervisor
First Horizon Bank
Boiling Springs, SC
12.2010 - 04.2019
Examined tellers' reports of daily transactions for accuracy.
Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Counted cash drawers and made bank deposits.
Promoted bank's products and services by consistently cross-selling to customers.
Researched and resolved customer issues on personal savings, checking and line of credit accounts.
Purchased and maintained office supply inventories while adhering to budgeting practices.
Counted, verified and handled bank deposits and armored car transactions.
Conducted regular proof work and followed up on chargebacks and deposit corrections.