Wendy Pace-Rorie
Miami,FL
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Manager Director
WP CARE CONNECTION
10.2017 - Current
- Championed change management efforts, successfully guiding the organization through periods of transition and growth.
- Increased revenue through strategic business development initiatives and strong client relationships.
- Managed company budgets, ensuring financial stability and long-term profitability.
- Built strong professional networks within the industry that led to increased referrals and partnership opportunities.
- Developed and maintained relationships with customers and suppliers through account development.
Senior Relationship Banker
Truist Bank
08.2005 - Current
- Collaborated with branch team members to achieve sales targets and improve overall performance.
- Strengthened client relationships by providing personalized financial solutions and exceptional customer service.
- Coordinated with internal departments such as credit analysis or risk management teams for obtaining necessary approvals on high-profile transactions.
- Participated in regular training sessions to stay up-to-date on industry trends and maintain expertise in banking products and services.
- Assist Branch Leader in various tasks including productivity and sales meetings
- Managed a portfolio of high-value clients, ensuring their satisfaction and retention.
- Mentored junior Relationship Bankers, sharing best practices for success in the role.
- Contribute to the attainment of branch sales goals and related objectives
- Develop business/personal relationships with potential customers through outbound calls, networking, and other activities
- Make referrals to the appropriate relationship partner for services beyond my scope (ex-investments; business banking; merchant; etc.)
- Research client problems, resolve account issues and analyze relationships potentially for future business
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Leveraged CRM tools effectively to track client interactions and manage ongoing relationships efficiently throughout each engagement cycle.
- Reported directly to the branch manager, offering weekly updates on client portfolio performance, new business development progress, and other pertinent metrics.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
- Generated revenue growth by successfully closing deals on loans, lines of credit, mortgages, and other banking products.
Senior Teller
Wachovia Bank
10.1999 - 08.2005
- Report to various branch locations to assist teller/platform team
- Operational tasks/training to ensure that proper procedures are adhered to
- Manage/Mentor the less experience tellers
- Generate work schedules for teller team
- Handle large amounts of cash daily including main cash vault
- Make referrals to the appropiate departments
- Customer Service includes processing multiple transactions and informing clients of new banking services
- Other duties include handling customer related service issues
Education
Medical Assistant Certification - Medical Assistance Program, OSHA Certification, CPR Certification
Florida Career College
Pembroke Pines, FL12.2020
High School Diploma - Business Education Certificate
Miami Central Senior High School
Miami, FL06.1993
Skills
- Management
- Sales strategy
- Cash Handling
- Team Leadership
- Verbal and written communication
- Customer Relationship Management (CRM)
- Problem Resolution
References
- Michael Thompson, Long Horn Regional Manager, (754) 779-0247
- Ellis McMillan, US Customs, (954) 557-7979
- Christopher Haupt, Miami Dade Transit Operator, (786) 600-2621
- Elizabeth Harris, Retired, (305) 836-8062
Affiliations
- NATIONWIDE MORTGAGE LICENSING SYSTEM
- NATIONAL NOTARY ASSOCIATION
Certification
FLORIDA HOME COMPANION CARE LICENSE
- OSHA Certified
- CPR/AED Certification
- FL Driver's License
- First Aid Certification
- Certified Medical Assistant (CMA)
Timeline
Manager Director
WP CARE CONNECTION
10.2017 - Current
Senior Relationship Banker
Truist Bank
08.2005 - Current
Senior Teller
Wachovia Bank
10.1999 - 08.2005
High School Diploma - Business Education Certificate
Miami Central Senior High School
FLORIDA HOME COMPANION CARE LICENSE
- OSHA Certified
- CPR/AED Certification
- FL Driver's License
- First Aid Certification
- Certified Medical Assistant (CMA)
Medical Assistant Certification - Medical Assistance Program, OSHA Certification, CPR Certification
Florida Career College
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