Douglasville, GA ***** 678-***-**** adxj4q@r.postjobfree.com

LEAH LOVING

Accomplished financial professional committed to delivering top-level service to all clients. Skilled in building excellent client rapport, achieving set goals and leadership. Managed a wide range of accounts involving complex business accounts, interest bearing checking/savings, account maintenance, and more. Patient, committed to completing set tasks and strong decision making skills. Accustom to leadership roles and embraces new challenges. Basic knowledge and experience with Microsoft Word, Outlook and Excel. PROFESSIONAL

SUMMARY

SKILLS ● Customer service

Excellent verbal and

written communication

●

● Cash handling

● Credit Specialist

● Business Advocate

● Problem resolution

● Service Coordination

● Customer Relations

● MS Office

● Leadership

● Regulatory Compliance

Financial product

knowledge

●

● Organization

● Operations management

● Schedule Management

● Loan Specialist

● Sales expertise

● ATM Custodian

RELATIONSHIP BANKER 08/2021 to Current

Bank Of America, Atlanta, Georgia

PERSONAL BANKER 1 07/2018 to 11/2020

Wells Fargo, Carrollton, GA

WORK HISTORY

● Processed wire transfers and other cash requests Conducted reviews of client account reconciliation, daily holdings and cash balances to facilitate proper escalation of issue resolution

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Completed outbound calls to solicit business and revenue for investment and mortgage department

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● Developed or implemented fund investment policies or strategies

● Monitored pipelines to track and log status of loans

● Proactively identified solutions for customers experiencing credit issues Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing

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● Supervised branch operations and made continuous improvements in each area

● Evaluated client financial positions and identified most appropriate banking products Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers

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Offered friendly and efficient service to customers, handled challenging situations with ease.

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● Identify customers needs in order to help them succeed financially

● Established new accounts for high net worth individuals and serviced existing accounts to CUSTOMER SALES AND SERVICE REPRESENTATIVE 01/2017 to 07/2018 Wells Fargo, Carrollton, GA

maximize revenue

Conducted detailed financial reviews for business clients to present appropriate products to fit clients needs

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● Open and close business and consumer checking, savings, CD's, safety deposit box, etc

● Built rapport, uncovered customer needs and referred client to appropriate specialist Worked closely with management in order to increase branch production and customer service

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● Achieved consistent recognition as top sales performer

● Record night and mail deposits

● Assist customers with credit, auto loans, student loans, etc

● Issue temporary & permanent debit cards

● Notary Public

Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service

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● Open and close checking, savings, safe deposit box, CDs, etc Conferred with customers about concerns with products or services to resolve problems and drive sales

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● Completed teller transactions

● Scheduled appointment to resolve more complex issues

● Accepted payments and updated accounts with latest information Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively

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● Provided information about company products and services

● Maintained productivity and quality standards at all times University of West Georgia, Carrollton, GA

Bachelor of Arts, Sociology Social Psychology, Social Work & Social Welfare, Qualitative Data Analysis Skills, Human Growth and Development EDUCATION

ADDITIONAL

INFORMATION

● Bank of America Top Performer, Wells Fargo STAR Award Nominee HONORS & AWARDS

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