Financial Consultant
Resume:
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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
************@*****.***
Powder Springs, GA
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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