Tameka L. Thomas
Experienced Private Banking Assistant with proven organizational skills and extensive banking knowledge.
RELATIONSHIP ASSOCIATE IV THE PRIVATE BANK – BANK OF TEXAS SEPTEMBER 2007 - PRESENT
Provide advanced administrative support to the Market Executive, Relationship Manager, and the Private Bankers.
Interacts daily with internal and external contacts to ensure that all account activity such as account opening and closing, payments to and from clients and requests from clients are processed timely; loan advances, deposits, wire transfer, loan bookings, DDA transfer and receipts are processed timely.
Assists Private Bankers in developing lending and depository business with existing or prospective customers, including preparation of advanced presentations of bank products.
Interacts with clients to collect all necessary information for covenant monitoring and compliance as well as renewal of existing loans transactions.
Conducts pre-closing reviews of all custom underwritten transactions prior to funding to assure all terms approved in the commitment report are reflected accurately in the loan documents.
Books and funds all loan transactions and assists officers in receipt of and review of all loans-in-process.
Perform a full range of advanced administrative support, record keeping, and general secretarial duties to the Market Executive of the Private Bank. Arrange travel, meetings, and oversee the calendar.
CONSUMER BANKER/TELLER BANK OF TEXAS SEPTEMBER 2005 – SEPTEMEBER 2007
Responsible for retaining and expanding customer relationships and recognizing opportunities to cross sell to existing and prospective customers. Also resolve service issues and meet service and sales standards.
Responsible for providing the highest form of client service by consistently identifying opportunities to generate referrals while performing routine teller transactions such as receipt, disbursement, payments and recording of monies while maintaining service standards and transaction responsibilities.
CLIENT ASSOCIATE TEAM LEAD JP MORGAN CHASE SEPTEMBER 2000 – AUGUST 2005
Provide guidance and work flow direction to Tellers in the area of paying and receiving transactions. Maintained approval authority limit higher than Tellers and engaged in special transactions. Provide answers to non-routine questions and guidance on customer service issues and perform teller duties. Coached, trained and gave direction and feedback to others to increase their knowledge and/or performance.
HIGH SCHOOL DIPLOMA MAY 1998 BARBARA JORDAN HIGH SCHOOL FOR CAREERS
Major: Business Administration
COLLEGE CREDITS EARNED UNIVERSITY OF HOUSTON - DOWNTOWN