K. ALISE O'BRIEN

Chattanooga, TN ***** • 423-***-**** • ad0o8u@r.postjobfree.com

Career Objective

Actively pursuing a role leveraging my extensive experience, financial skills, customer service expertise, teamwork capabilities and administrative proficiency.

Professional Summary

Over two decades of expertise in the banking and financial services sector, consistently showcased outstanding abilities in client management, cultivating relationships, adept issue resolution, and delivering top-tier customer service. Accomplished in collaborating effectively with all levels within an organization to achieve strategic objectives and foster a cohesive working environment. Possess robust analytical capabilities, enabling to grasp and articulate intricate issues with clarity and precision. Recognized for exceptional interpersonal skills and for clear impactful communication. Skills

Business & Client Development

Relationship Building

Issue Resolution

Analytical & Detail Oriented

Communication & Interpersonal Skills

Customer Service

Work History

Wilson Bank & Trust - Chattanooga, TN - Portfolio Manager, 09/2022-09/2023

Networked to increase client base and encourage existing clients to expand financial portfolios.

Established new accounts for high net worth individuals & serviced existing accounts to maximize revenue.

Assisted customers with opening or closing accounts, completing loan applications, and signing up for new services. Managed deposits, withdrawals & wire transfers to process smooth banking transactions for clients.

Worked with commercial lenders to collect information and prepare credit packages to be presented for loan requests. Ordered inspections and monitored construction loans. Closed loans and submitted completed loan packages for processing.

PAX Wealth Group - Chattanooga, TN - Client Relationship Manager, 09/2021-09/2022

Assisted in managing investment portfolios. Received trade information.

Fostered customer trust by addressing concerns and needs using targeted problem-solving.

Assessed client needs and developed plans to address current and future objectives.

Handled investment account transfers for clients. FirstBank, Atlantic Capital Bank, FSGBank – Chattanooga, TN – AVP, Commercial Banking Relationship Manager, 06/2000 to 11/2019

Responsible for all aspects of account management for bank's commercial clients including account reconciliations, loan processing, relationship management and collaborating with other departments to deliver superior service experience for clients.

Collected financial information and completed credit packages for commercial loan requests.

Closed commercial loans with borrowers and discussed necessary terms and language within loan documents. Maintained files once loans were closed and processed. Education

Essentials in Commercial Lending, 02/2013 Bachelor of Social Work: 05/2000 Tennessee Bankers Association - Nashville, TN University of Tennessee at Chattanooga