LiveCareer-Resume

financial relationship consultant team lead resume example with 14+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Professional Summary

Poised and professional Assistant Vice President skilled at informing clients about banking products and services while recommending best options to meet needs. Self-motivated with knowledge in sales and branch management, loan management and general bank operations. Excellent interpersonal skills.

Skills
  • Relationship building and management
  • Client Relationship Management
  • Customer Contact
  • Customer Service
  • Customer retention
  • Banking operations knowledge
  • Financial Product Knowledge
  • Sales Goals
  • Annuities
  • Staff Management
  • Staff Development
  • Scheduling
  • Team building
  • Time management
  • Decision Making
  • Time Management
  • Relationship Building
  • Critical Thinking
  • Prioritizing and Planning
  • Team Building Leadership
  • Goal Setting
  • Problem Anticipation and Resolution
  • Willing to Learn
  • Attention to Detail
  • Typing and 10-Key Entry
  • Multitasking and Prioritization
  • Desktops, Laptops and Mobile Devices
  • Process Development and Streamlining
  • Deadline Management
  • Customer Relations
Work History
Licensed Assistant Vice President, 04/2020 to Current
Regions Financial CorporationSearcy, AR,
  • Maintained an engaged, operationally sound, and high performing team dedicated to improving customers financial wellness. Balanced between being a player and coach by overseeing branch operations, directly managed associate performance, and provided guidance as needed to ensure employees are helping customers reach their financial goals.
  • Boosted branch sales by developing and deepening customer loyalty.
  • Assessed employee performance and developed improvement plans.
  • Engaged employees in business processes with positive motivational techniques.
  • Establish and maintain effective working relationships with employees and partners with other lines of business within the bank.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Gathered and reviewed customer feedback to improve operations.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
  • Maintained friendly and professional customer interactions. Provide great customer service and interpersonal skills.
  • Protected company assets with strategic risk management approaches.
  • Submitted loan applications to loan underwriter for verification and recommendation.
  • Helped business customers with the Paycheck Protection Program. Assisted customers with required documents and requirements to guide them through the loan process.
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
  • Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
  • Developed and delivered polished sales presentations in order to highlight product and service quality.

.

Financial Relationship Consultant-Team Lead , 11/2018 to 04/2020
SunTrustCity, STATE,
  • Cultivate and strengthen relationships with new clients through executing thorough on-boarding process
  • Create innovative financial solutions to meet customer needs and provide exceptional customer service
  • Build client rapport to ensure consistent satisfaction and loyalty
  • Assist customers with setting up or closing accounts, completing loan applications and signing up for new services
  • Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs
  • Referrals to internal partners when additional needs are uncovered
  • Work closely with management to strategize sales techniques to increase branch production and customer service
  • Outbound calls to set appointments using provided call lists and customer followups
  • Resolve customer and associate issues, improve operations and provide exceptional customer service especially in the manager's absence
  • Provide coaching and guidance to other associates to assist with product knowledge, training, and identifying customer needs
  • Develop and manage associate schedules, balancing individual requests and requirements with business needs
  • Greet customers, handle transactions, and educate them to provide additional ways to make banking easier
  • Exceed individual goals by having effective conversations, using tools and resources, and providing solutions that meet customer needs
  • Complete all training requirements in a timely manner
  • Maintain confidentiality of bank records and client information to prevent mishandling of data and potential breaches
  • Conduct AM/PM huddles and meetings to ensure that the team meets branch goals while complying with operational procedures
Personal Banker IV/2016 Gold Performance, 08/2015 to 11/2018
RegionsCity, STATE,
  • Provide exceptional client service by having effective conversations and providing financial solutions that meet client needs.
  • Develop, expand, and retain client relationships
  • Open new accounts including all deposit accounts and advise on lending options and process applications including loans and credit cards
  • Provide client maintenance and problem resolution
  • Referrals to other lines of business partners for business growth
  • Outbound calling and setting appointments to provide the best solutions for client needs using provided call lists and leads
  • Meet and exceed individual and branch sales goals by offering and selling products and services
  • 2016 Gold Performance Award winner
  • Conduct weekly Teammate Readiness meetings to ensure that the branch is complying and informed with operational procedures
Teller IV, 03/2014 to 08/2015
SunTrustCity, STATE,
  • Provided high level of customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Executed customer transactions, including deposits, withdrawals, money orders and checks.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Maintained teller drawer to perform bank transactions.
  • Maintained friendly and professional customer interactions.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Provide backup to Business Service Leader/Teller Coordinator as needed including General Ledger Reports, Teller reports, and Record Retention Controls.
  • Provide backup to prepare and conduct weekly operations meetings
Licensed Personal Banker IV/In-store Licensed FSR, 08/2006 to 03/2014
Company NameCity, State,
  • Provide routine client maintenance and problem resolution requests
  • Provide exceptional client service and meet individual and branch sales goals by offering and selling products and services. Develop, expand, and retain relationships
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Advise on consumer lending options and process loan applications. Open all types of accounts including checking, savings, money market, CD, IRA
  • Identify expansion opportunities for personal and business clients and make appropriate referrals to other lines of business
  • Demonstrate skill and ability to handle a variety of tasks and priorities accurately and efficiently including cash handling, deposits and withdrawals, payments and transfers
  • Responsible for allocation and tracking of the reserve supply and maintenance of distribution records for consignment items including money orders, official checks, travelers’ cheques and gift cards
  • Hold insurance license including life, health, and annuity. Maintain continuing education courses and meet performance standards to investments and insurance
  • Ensure compliance with internal controls, operational procedures and risk management policies. Pursue ongoing education on products, services, and other lines of business
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
  • Maintained teller drawer to perform bank transactions.
  • Maintained friendly and professional customer interactions.
  • Executed wire transfers, stop payments and account transfers.
  • Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
  • Managed bank's vault and ATM
Education
: Basic Studies, Expected in to Gulf Coast Community College - Panama City, FL,
GPA:

Microcomputer applications including Microsoft Word, Excel, and PowerPoint, College Algebra, English 1101 and English 1102

High School Diploma: , Expected in 05/1998 to Apalachicola High School - Apalachicola,
GPA:

Business Courses including Typing 1 and Typing II and Accounting

  • Member of National Honor Society

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

Your data is safe with us

Any information uploaded, such as a resume, or input by the user is owned solely by the user, not LiveCareer. For further information, please visit our Terms of Use.

Resume Overview

School Attended

  • Gulf Coast Community College
  • Apalachicola High School

Job Titles Held:

  • Licensed Assistant Vice President
  • Financial Relationship Consultant-Team Lead
  • Personal Banker IV/2016 Gold Performance
  • Teller IV
  • Licensed Personal Banker IV/In-store Licensed FSR

Degrees

  • Some College (No Degree)
  • High School Diploma

By clicking Customize This Resume, you agree to our Terms of Use and Privacy Policy

*As seen in:As seen in: