Wendy Morris
Hookerton,NC
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
18
18
years of professional experience
Work History
Personal Banker
First Bank/Select Bank
10.2020 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- 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.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Executive Assistant/Human Resources/Account Receivables
Tide Tamer Industries
06.2015 - 10.2020
- Help coordinate efficient meetings by preparing agendas and taking minutes during the meetings
- Organize travel arrangements to regional destinations
- Keep the executive team productive and on-schedule by coordinating appointments and skillfully responding to routine inquiries
- Screen incoming calls and visitors to avoid unnecessary work interruptions
- Manage efficient filing systems by quickly storing and retrieving business records
- Oversee office services to maintain smooth operations, including handling HR issues and coordinating housekeeping
- Open, sort and distribute incoming mail and electronic correspondence
- Order all office supplies
- Accept employee applications, distribute information to each department head
- Maintain all employee records
- Maintain and balance several checking accounts for owners outside business
- Backup Accounts Receivable and Accounts Payable departments
- Make all bank deposits
- Maintain all companies insurance policies
- Maintain all vehicle registration and tax renewals.
Broker
Hometowne Realty
04.2013 - 06.2015
- Organized effective marketing strategies to raise the profile of high-value properties
- Built a successful business by continuously prospecting new client leads and obtaining marketing agreements
- Determined the most competitive price for each property based on the market and comparisons with recently sold properties
- Managed services to fully document the available properties with high-quality images and virtual tours
- Prepared sales contracts as a representative of either the buyer or seller, consistently obtaining favorable terms
- Coordinated efficient closings by monitoring the work of professionals such as loan officers and attorneys
- Showed properties consistently and ran weekly open houses to quickly make sales and satisfy customers
- Stayed up to date on loan products to educate buyers on their best options in the local area.
Teller
Select Bank & Trust
08.2006 - 04.2013
- Ordered an appropriate supply of cash each day to meet expected demands
- Sorted and filed transaction documentation to maintain complete records
- Verified the integrity of deposit checks and money orders to protect customers and the bank from fraud
- Collected payments for mortgages, loan balances, on behalf of the bank's customers
- Supported customers by coordinating special actions like ordering new bank cards and personal checks
- Maintained accurate and balanced cash drawers by carefully counting funds and quickly investigating any discrepancy
- Consulted with customers to understand their desires and suggest the best products to meet their needs
- Consistently met sales quotas by discussing bank products with customers, including loans, credit cards and lines of credit.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Education
High School Diploma -
Eastern Wayne High School
Goldsboro, NCBusiness -
Wayne Community College
Goldsboro, NCSkills
- Relationship Building
- Branch operations
- Customer Service
- Customer Satisfaction
Timeline
Personal Banker
First Bank/Select Bank
10.2020 - Current
Executive Assistant/Human Resources/Account Receivables
Tide Tamer Industries
06.2015 - 10.2020
Broker
Hometowne Realty
04.2013 - 06.2015
Teller
Select Bank & Trust
08.2006 - 04.2013
High School Diploma -
Eastern Wayne High School
Business -
Wayne Community College
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