Financial Relationship Consultant-Nexus Resume Example
I'm Ciara. I am currently a Financial Relationship Consultant-Nexus Banker aiming to move laterally to a Priority Contact Center Banker position. I have been with Regions for four years and consider myself a Consumer Banking Specialist. I'm confident that I can leverage my knowledge base to be successful as a Priority Banker.
Springfield , IL12/2019 - Current
- Ended Quarter 2 of 2020 with closing over $300,000 in new consumer loans.
- Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations.
- Promoted available products and services to customers during service, account management and order calls.
- Used consultative Regions 360 approach to understand customer needs and recommend relevant solutions.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Assisted customers with compromised debit cards and issued new credentials.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Maintained teller cash recycler to perform bank transactions.
- Received multiple positive reviews acknowledging dedication to excellent customer service.
- Complied with regulatory requirements, including Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Wilmot , WI06/2016 - 12/2019
- Assisted customers with setting up or closing accounts and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Maintained teller drawer to perform bank transactions.
- Processed currency exchanges and foreign currency.
- Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
- Conferred with customers about concerns with products or services to resolve problems and drive sales.
- SAR Star Award 2018
- SAR Star Gold Award 2019
City , STATE08/2008 - 03/2016
- Mentored new team members on POS system operation, customer service strategies and sales goals.
- Provided professional and courteous service at all times.
- Worked overtime shifts during busy periods.
- Guaranteed positive customer experiences and resolved all customer complaints.
- Processed and issued money orders for customers.
- Maintained adequate cash supply in cash drawers in multiple checkout stations.
- Operated a cash register to process cash, check and credit card transactions.
- Opened and closed the store, which included counting cash drawers and making bank deposits.
- Prepared and submitted end-of-shift reports.
- Processed POS transactions, including checks, cash and credit purchases or refunds.
- Answered questions about store policies and concerns to support positive customer experiences.
- Consumer Banking Specialist
Clifton Strengths Top Five:
Intellection- Is charaterized by intellectual activity. Introspective and appreciates intellectual discussions.
Responsibility-One takes psychological ownership of what they say they will do. Committed to stable values such as honestly and loyalty.
Input-One collects and archives information. Accumulates information, ideas, words for further use.
Deliberative-Is best described by serious care taken in making decisions or choices. Anticipates obstacles.
Connectedness-Has faith in the link among all things. Every event has meaning.
Additional skills:
- Exceptional Customer Service
- Cash Handling Expertise
- Relationship Building and Management
- Financial Advising
- Professional Demeanor
- Risk Mitigation
- Due Diligence
- NMLS ID: 1930878
General Studies
Psychology
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Resume Overview
School Attended
- Northwest Shoals Community College
- University of North Alabama
Job Titles Held:
- Financial Relationship Consultant-Nexus
- Financial Relationship Specialist/Teller 2
- Customer Service Cashier
Degrees
- GED :
Associates : General Studies
Bachelor of Science : Psychology
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