Wendy Robinson
Pembroke Pines
Summary
Dynamic banking professional with extensive experience at Truist Bank, excelling in cross-selling and portfolio management. Proven track record in enhancing client trust and loyalty through effective problem resolution and mentorship. Adept in branch operations and compliance, with strong customer service skills and proficiency in banking software.
Overview
26
26
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
02.2015 - Current
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
- Mentored junior Relationship Bankers, sharing best practices for success in the role.
- Delivered informative presentations at community events, promoting the bank''s services and fostering goodwill within the local area.
Market Leader IV
Branch Banking and Trust, BB&T
01.2007 - 01.2015
- Continuously monitored branch performance in compliance with BB&T Mission, Vision and Values within the branch team, taking corrective actions as needed to ensure objectives were met or exceeded.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Participated in local networking events to increase brand visibility within the community, generating interest from prospective clients as well as potential partners or investors.
- Maintained up-to-date knowledge of industry best practices, ensuring high-quality merge operations and data management.
Branch Manager
Commercial Bank of Florida
06.1999 - 01.2007
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
Skills
- Loan origination
- Know your customer
- Cross-selling expertise
- Portfolio management
- Financial institution regulations
- Branch operations
- Banking software proficiency
- Attention to detail
- Account openings
- Sensitive information handling
- Customer service
- Strong proficiency in Word, Excel, Outlook and Power Point
Timeline
Senior Relationship Banker
Truist Bank
02.2015 - Current
Market Leader IV
Branch Banking and Trust, BB&T
01.2007 - 01.2015
Branch Manager
Commercial Bank of Florida
06.1999 - 01.2007
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