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Financial Consultant

Location:
Dallas, GA
Salary:
50,000
Posted:
March 28, 2022

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Resume:

KEY HIGHLIGHTS

• Consulting: Helping others through service and leadership to meet goals and objectives.

• Analytical: Can easily analyze and reach conclusions based on information presented

• Conscientious: Pays close attention to detail and every aspect that affects accuracy of record.

• Skills: Creative, team player, self-motivated, enthusiastic and dependable. EXPERIENCE:

Vsoft Corporation- - Dunwoody, GA Dec 2021–Feb 2022 Banking Process Specialist

• Processed ATM and mobile deposits for credit unions located in different states.

• Balanced bank ATM transactions remotely using Saas5, Oneview, and Vantage software.

• Utilized FedLine, IpSwitch and Remote Desktop to administer banking files on time with 100% accuracy.

• Participated in team meetings daily to discuss process improvements and new rules and regulation. Regions Bank–– Villa Rica, GA Jul 2021 –Nov 2021

Financial Relationship Consultant

• Serviced clients interested in obtaining products designed to help them through the peaks and valleys of their life priorities.

• Conducted outbound calls to existing clients, prospects, and small businesses to educate them of the quality products and services provided by the bank.

• Assisted customers with opening checking & savings accounts, money markets, home loans and personal loans.

• Enrolled in continuous education designed to stay current on bank and Federal Government rules and regulations.

• Served as a Personal Relationship Assistant processing monetary transactions during times of heavy customer presence. Wells Fargo––Atlanta, GA May 2019 - Mar 2021

Personal Banker

• Received Customer Service Recognition award Achieved 100% accuracy during vault Audits Opened/Closed bank.

• Drove customer education strategy that led to a 35% increase in digital usage & 25% less in-person traffic.

• Conducted financial analysis of customer data to determine effective strategies for meeting financial goals.

• Assisted clients with opening checking & savings accounts, money markets, and time deposit accounts. AREAS OF EXPERTISE

Banking Operations Management

Relationship Building

Regulatory Compliance

Banking Products and Services

Financial Analysis

Life & Health Insurance

Notary Public

HR Generalist Functions

Performance Reviews

Business Development

Operational Reports

Customer Service

Tamice Eldridge-Gordon

adql8d@r.postjobfree.com

Powder Springs, GA

678-***-****

SUMMARY:

• Result- proven, highly skilled, Senior Banking Specialist with 20+ years of experience in banking operations, HR Generalist functions, personal banking, sales and life & health insurance.

• Demonstrated experience with Customer Relationship Management tools, digital technology applications and production processes.

• Proven record of generating and building customer relationships, managing projects from concept to completion, and consistently hitting goals in a timely manner

• Recognize the importance of adhering to professional standards and following rules & regulations as they apply to servicing the client.

• Specialized in providing quality customer care, working with latest technology to enhance customer experience & the skills necessary to exceed company expectations.

• Experience with HR functions including interviewing candidates, onboarding documentation, first level policy and process guidance.

Bank of America ––Mableton, GA May 2018 - Jan 2019 Relationship Banker

• High volume processing of customer transactions accurately & efficiently to build customer confidence & satisfaction

• Served as the Digital Ambassador – leading internal staff & customer training on mobile/online banking technology

• Led process improvement strategy to enhance convenience in banking, leading to 75% increase in technology usage

• Leveraged outside vendor & partner products to provide customers with a full range of banking services Bank of America ––Kennesaw, GA Apr 2014 – May 2018 Advanced Solution Representative

• Implemented process/product improvement strategy by analyzing & evaluating market trends, service providers & affiliate programs offered to meet customer life priorities leading to $2.2M in annual revenue

• Fulfilled regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, Regulation Z & Privacy Act

• Assisted customers with applying for credit cards, direct deposits, and cash advances

• Received awards for outstanding customer service as well as exceeding company expectations EDUCATION

• Master’s in Business Administration, University of Phoenix

• Bachelor of Arts in Speech Communications, Clark Atlanta University



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