Whitlee Curry
Houston,TX
Summary
Dynamic and reliable consultant with ten years of risk management and banking experience. Consistently exceeds company objectives to secure client satisfaction and loyalty. Superb service and communication skills. Accustomed to handling sensitive and confidential records. Demonstrated history of producing accurate, timely reports; thrives in deadline-driven environments. Expertise in providing financial assessments, performing compliance, audits, and executing special projects aligned to business development goals. Drives business and financial objectives through delivering proven leadership and strong financial analysis skills.
Overview
12
12
years of professional experience
Work History
Client Service Advisor- Senior Associate
PNC Wealth Management- Private Bank
2021.01 - Current
- Acts as a point of contact for clients, client teams or service partners and may act as an escalation point for complex client implementation and servicing issues
- Manages own book of business with over 300 Affluent Clients in both Deposits and Investments totaling to 3 million per client
- Maintained comprehensive knowledge of company policies, procedures, and offerings in order to effectively address client needs.
- Provided expert guidance on product features and benefits tailored to individual client needs, resulting in increased sales conversions.
- Contributes to the development of company-wide risk appetite statements, establishing clear guidelines for acceptable levels of risk-taking in pursuit of business objectives.
- Enhances regulatory compliance by developing and implementing robust policies and procedures.
- Lead training initiatives to increase organizational understanding of evolving regulations and industry best practices.
Solution Consultant
PNC Bank, Expansion Market
2020.01 - 2021.01
- Properly routed time sensitive agreements, contracts and legal documents through appropriate
- Delivered high-quality presentations and demonstrations, showcasing value of proposed solutions to prospective clients.
- Drove proactive sales conversations through outside interactions at non-PNC locations with defined sales process including, identifying and independently acting upon sales opportunities to build strong pipeline of appointments to meet assigned sales goals.
- Protected bank's assets by being thorough and understanding customers personal information, financial goals to ensure alignment with PNC's policy and procedures.
- Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Personal Banker/Risk Manager/ Business Banker
Wells Fargo
2013.01 - 2020.01
- Developed and implemented a risk management training program for team members (Risk Management Captain)
- Monitored and assessed risk management activities to ensure compliance with applicable laws and regulations, resulting in a 100% compliance rate
- Collaborated with internal associates to ensure risk management objectives were met, resulting in a 20% improvement satisfaction scores
- Established and maintained close business relationships with partners to help improve customers satisfaction (Financial advising, Home Mortgage, Private Bank, Business Banking Group)
- Managed risk by carefully reviewing loan applications and making informed decisions based on creditworthiness assessments.
- Conducted financial reviews with clients, identifying opportunities for product upgrades or additional services.
Education
Bachelor of Arts - Accounting And Finance
Univ. of Houston Downtown
Houston, TX12.2024
Financial Analyst Certificate
2024
Associate of Arts - Business Administration And Management
Houston Community College
Houston, TX01.2020
Skills
- Exceptional communication
- Complaint Handling
- Operational risk management
- Time Management
- Incident Investigations
- Enterprise risk management
- Relationship Management
- Cross-Selling Products
- Financial Planning
- Problem-solving abilities
- Critical Thinking
- Account Management
Accomplishments
- Business Advocate Award
- Business Specialist
- Sales & Service Award
- Top Performer
- PNC Private Bank Mentorship Program Finalist
- PNC Women In Business Advocate
- Member of UHD Financial Management Association
- Member of National Association for Black Accountants
Timeline
Client Service Advisor- Senior Associate
PNC Wealth Management- Private Bank
2021.01 - Current
Solution Consultant
PNC Bank, Expansion Market
2020.01 - 2021.01
Personal Banker/Risk Manager/ Business Banker
Wells Fargo
2013.01 - 2020.01
Bachelor of Arts - Accounting And Finance
Univ. of Houston Downtown
Financial Analyst Certificate
Associate of Arts - Business Administration And Management
Houston Community College
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