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Customer Service Relationship Banker

Location:
Midlothian, VA
Salary:
23.00/hr
Posted:
September 08, 2024

Contact this candidate

Resume:

MoNique Campbell

**** ******** ******* **

Midlothian, VA 23113

ad8kh7@r.postjobfree.com

Cell: 804-***-****

EXPERIENCE:

**/**- ******* ****** **********

Relationship Banker

• Responsible for opening checking accounts, savings accounts, and provides all other deposit product services at the customer's request

• Achieve quarterly/annual goals through business generation of C&I, CRE, mortgages, SBA, treasury management, deposits, investments, cross-border, and other commercial and consumer products offered through East West Bank

• Take an active role in educating customers on other banking channels sales and service offerings

• Ensure the customer's needs are met by partnering with the appropriate specialist (branch team, FC, and MLO) to serve the customer's banking, mortgage and investment needs

• Process Transactions/Customer Service

• Uses customer portfolio to gain customer background and uses data to recognize and follow up on existing and future needs

• Solicits cross-sales and opens new accounts according to guidelines

• Effectively utilizes various sales delivery channels in order to achieve goals • Solicits loan applications, obtains appropriate documentation, follows up and closes loans accurately the first time

• Achieves overall individual deposit, loan unit, dollar, and non-interest income goal 08/18- 08/22 Capital One WFH

Senior Recoveries Inbound Coordinator

● Manage inbound and outbound calls

● Perform account level research to find creative solutions to resolve customer situations

● Overcome objections that customers have regarding business policies or procedures relative to their account and help them to understand their account(s) and responsibilities

● Become familiar with and follow Company guidelines and procedures (computer based training, class-room training, timecards, e-mail, training, etc.)

● Attend team meetings

● Update account information and complete appropriate documentation to ensure accurate reporting on accounts

● Collect on collectible accounts

08/17-07/18 The Franklin Johnston Group Chester VA Assistant Property Manager:

● Building positive relationships with prospective and current tenants

● Overseeing the timely and successful completion of maintenance requests

● Showing properties to prospective tenants and answering relevant questions

● Preparing and executing detailed and legally compliant lease agreements

● Overseeing all financial procedures including verifying renter income, processing monthly payments and executing default protocols

● Creating organizational systems to support accurate record keeping, efficient financial transactions and prompt renter complaint resolution 3/17-08/17 KFC/Taco Bell Richmond, VA

Shift Supervisor:

Job Duties same as duties in Franklin, VA

02/16-3/17 KFC/Taco Bell Franklin, VA

Shift Supervisor:

● Interaction with customers: receiving orders, processing sales and monies, and managing customer issues.

● Training and motivating Taco Bell and KFC employees

● Preparation of products.

● Maintaining quality of product.

● Monitoring all service equipment.

● Uncompromising standards in maintaining a clean and safe work environment (per Labor Board and OSHA regulations and Company standards), maintaining a clean parking lot, building exterior, dumpster and boardwalk, including removal of trash within containers to proper dumpster site(s).

● Unloading, stocking and maintaining required inventory level.

● Champions recognition and motivation efforts

● Preparing/making/transporting deposits, preparing proposed labor schedules, product projections, financials for store manager’s review/approval. 06/2015-01/2016: Primrose Glen Allen, VA

Assistant Teacher:

● Assist Lead Teacher in planning and implementing the daily program on activities based on principals of child development and in accordance with the programs curriculum.

● Maintain a well- organized, safe and attractive classroom environment conductive to the optimal growth and development of children.

● Develop a positive relationship with each child and promote the development of self- esteem and self-discipline.

● Proficient in Tadpoles Software

● First Aid and CPR certified

● Apple Of My Eye Award for the month of December

01/2014-05/2015 Wells Fargo Glen Allen, VA

Call Center- Sales:

● Answer incoming calls

● Assist the customer with their financial needs

● Sell products and services and exceed sales goals

● Cross-selling

● Conflict resolution

● Call management

● Multi-tasking/ Managing multiple priorities or assignments simultaneously

● Peer coaching

● Negotiating effectively

● Teaming with others

● Using Call Center Technology

EDUCATION:

• Powhatan High School Class of 2011

• Two semesters at John Tyler Community College (currently reapplying) SKILLS:

• Profficent in English language

• 4 years of Spanish

• Interpersonal and communication skills

• Customer service skills

• Moderate computer knowledge

• Excellent time management

References:

• Kaitlyn Wilmoth 804-***-****

• Rachael Hall 804-***-****

• Ineisha Barnes 804-***-****

• Tomondra Peyton 804-***-****



Contact this candidate