Memphis, Tennessee, United States
Bank of America, New Hyde Park NY 2018-2020 Relationship Manager • Building client pipeline through daily outreach, maintaining relationship and fulfilling service requests to process client financial needs. • Using strong partnership skills with teammates to give financial guidance on products such as Home loans, Line of credits, auto loan, Cd’s, IRA, DDA and credit cards. • Referring clients to Merrill Edge Financial advisors for investment and FDIC insured and NON-FDIC products. • Discussing financial priorities and committing to follow up and provide right guidance to meet financial goals. • Reaching out to clients daily through outbound calls and setting appointments to make clients visits more convenient. CAPITAL ONE BANK, Melville NY Treasury Management- Project Coordinator ll • Prepared, reviewed, and executed treasury management documentation in accordance with Capital One’s policies and procedures. • Coordinated with internal partners to ensure successful implementation, product ramp-up and accurate billing of products and services. • Utilizes technical product knowledge to assist with sales call preparation by performing a variety of sales and marketing functions including preparing account schematics, pricing proforma, proposal documentation and sales presentations. • Handle in-bound customer service inquiries, training and support requests pertaining to Treasury Management & Internet Banking products and services, while ensuring customer service quality. WELLS FARGO BANK, Jersey City, NJ 2013- 2017 Teller Supervisor • Handled monetary Transactions for customer’s accounts, while building a strong relationship and loyalty by communicating. Helped customers meet their financial needs by providing variety of products which matched their current needs. .