Account Executive/ Looking for a creative outlet

GENEVIEVE ATTARD

Jacksonville, Fl ***** · 239-***-****

*********.*****@*****.*** · www.linkedin.com/in/genevieve-attard ·

I am an outgoing and goal oriented individual. I enjoy working in a team, but I have also proven that I can provide quality work and meet deadlines while working on my own. I am looking to grow and contribute within a company whose values align with my own. I am an analytic thinker with a hunger to delve into my creative side and have more balance.

EXPERIENCE

OCTOBER 2022 - CURRENT

ACCOUNT EXECUTIVE I (REMOTE), AFCO Direct – Subsidary of Truist Bank.

Monitors four incoming email accounts for insurance related requests.

Approval to quote up to 9 million dollars in commercial insurance.

Reroutes requests to correct departments.

Qualify agents based on company and federal guidelines.

Set up and maintain new agents.

An active board member of the companies Blue Ribbon Council to promote and elevate the employee engagement and experience.

OCTOBER 2017 – OCTOBER 2022

RELATIONSHIP BANKER, Truist.

Identifies sales opportunities and makes appropriate referrals.

Ensures that all Tellers are aware of, and participating in, achievement of service and sales goals.

Responsible for ensuring that all business transactions and practices in the individual's span of control comply with all regulations and the Truist Code of Conduct.

Client account maintenance, opening/closing accounts.

Submit credit card, home equity and personal/business loan applications.

Ensure quality customer service.

Make 30-40 lead calls per day, answer incoming calls, initiate wire transfers, meet goals and expectations of area manager.

APRIL 2015 – OCTOBER 2017

OFFICE MANAGER/ ACCOUNT EXECUTIVE, KRIEG DEVELOPMENTS LLC

Monitored, supported and managed the North Carolina and Jacksonville teams with purchasing, project managing, time keeping. Kept all business information up to date including all licenses, certifications and state required paperwork.

Served as accounts payable/receivable for both locations.

Scheduled meetings and quotes for the business owner and VP.

Ability to read construction plans and work off legends.

Created estimates and invoices.

2012 – APRIL 2015

PERSONAL BANKER, WELLS FARGO FINANCIAL SERVICES.

Maintained outstanding customer service.

Opened business and personal accounts.

Ran credit & loan applications, mortgage referrals, investment referrals.

Serviced the ATM

Prepared for the yearly audit

EDUCATION

2016 – ONGOING

BUSINESS MANAGEMENT, Kaplan university

I have been on the Dean’s list several times and have maintained a GPA of 3.2.

SKILLS

Proficient in Microsoft Office - Excel, PowerPoint, Word, Outlook

Adobe

Communication skills

Organization

Leadership

Time management

Interpersonal skills

Problem-solving

ACTIVITIES

I have been self-teaching myself Spanish for over 5 years and have developed quite a grasp on the language. I have a passion to continuously further my education on software development and IT support.

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