Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Xaviera Lowe

Cedar Hill

Summary

Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Relationship Banker

Bank of America
12.2023 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.

Client Experience Manager

PNC Bank
06.2019 - 12.2023
  • Maintained cash drawer by following exact procedures for transactions and strong security protocols.
  • Maintained optimal financial controls by securing funds and making accurate transactions.
  • Managed escalations with polite service, knowledgeable support and unsurpassed professionalism to satisfy needs and protect bank reputation.
  • Processed general ledger tickets for expenses and fee income.
  • Set up new and regularly serviced existing accounts to bring in maximum revenue.
  • Helped customers understand and use mobile applications and online banking.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Completed daily cash balancing and operated ATMs.
  • Modified, opened and closed customer accounts.
  • Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
  • Managed scheduling, training and inventory control.

Assistant Manager

First Convenience Bank
11.2013 - 05.2019
  • Organized schedules, workflows and shift coverage to meet expected business demands.
  • Delegated daily tasks to team members to optimize group productivity.
  • Collaborated with store manager to develop strategies for achieving sales and profit goals.
  • Mentored staff to enhance skills and achieve daily targets, using hands-on and motivational leadership.
  • Directed and led employees, supervising activities to drive productivity and efficiency.
  • Assisted supervisor in evaluating employee performance and cultivating improvement initiatives.

Education

Some College (No Degree) - Biochemistry

Stephen F Austin State University
Nacogdoches, TX

High School Diploma -

Duncanville High School
Duncanville, TX
06.2009

Skills

  • Teller Support
  • Employee Training Assistance
  • Verbal and Written Communication
  • Products and Services Knowledge
  • Dual Control Vaults
  • Product Promotion
  • Customer Service
  • Regulatory Compliance
  • Cross-Selling and Partner Referrals
  • Relationship Building
  • New Account Setup
  • Attention to Detail
  • Problem-Solving
  • Balance Verification and Reconciliation
  • Cash handling
  • Financial services

Certification

  • Licensed NMLS - 2021
  • Licensed Notary - 2023

Timeline

Relationship Banker

Bank of America
12.2023 - Current

Client Experience Manager

PNC Bank
06.2019 - 12.2023

Assistant Manager

First Convenience Bank
11.2013 - 05.2019

High School Diploma -

Duncanville High School

Some College (No Degree) - Biochemistry

Stephen F Austin State University

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