LAUREN DYAL

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

Charleston, SC **412 · 843-***-****

ad4aqi@r.postjobfree.com

EXPERIENCE

JULY 2015-PRESENT

FINANCIAL SPECIALIST, Pinnacle Financial Parterns

Operations Champion-duties are helping the team reach operational excellence. Going over operational updates with the rest of the office. Review best practices to avoid exceptions, which has helped my office having them for the past couple of months.

Co Group Banking Champion-Sign up businesses for our Group Banking, opening new Group Banking account while working with the rest of the office on updates as well as getting new clients.

Running a teller drawer-ensuring accuracy in all transactions as well as giving good customer service. Ask questions to the clients to ensure they are receiving all the financial help they need. Provide solutions for the clients as needed from our conversations.

Opening new accounts and loans- Accurately opening new accounts to ensure no re-work (i.e. exceptions) by making sure I have all necessary documentation at the time of opening, and if not save it for later. Doing loans, and keeping in contact with the client and processor to ensure we have all documentation need (insurance).

Working our WNC exposure reports and contacting insurance companies for current declaration pages.

NOVEMBER 2011-JUNE 2015

PERSONAL BANKER, WELLS FARGO

As a Personal Banker I worked referrals from the tellers as well as other employees, opened new accounts, sought new businesses and did lending. While in the office with clients, I would engage in a conversation to get a financial picture to ensure we are meeting all their financial needs. These conversations often resulted in new accounts, lending, and referrals. I also often assisted the Service Manager (teller manager) with his/her duties from shipment to counting the teller drawers when needed.

EDUCATION

MAY 2010

B.A. HISTORY, Coastal Carolina University

While I was at Coastal I was involved in the Greek Community and in the Sorority Sigma Sigma Sigma. During my time in Tri-Sigma I held the recruitment chair and planned several recruitment events for new members.

SKILLS

Communication

Multi -Tasking

Time management

Customer Service

Team-Work

Notary Public

ACTIVITIES

Use this section to highlight your relevant passions, activities, and how you like to give back. It’s good to include Leadership and volunteer experiences here. Or show off important extras like publications, certifications, languages and more.

Contact this candidate