Client Service Risk Management

Saundra Lassiter 252-***-**** **********@*****.***

Objective Statement

Knowledgeable, experienced, and successful professional providing banking services and results, exceeding expectations of the company and clients. Possesses a strong client-centered focus resolving customer issues quickly and successfully ensuring positive client satisfaction. Adept at delivering consistent service, knowing the products and services, and cross-selling through exceptional customer skills enhancing the organization's bottom line.

Areas of Expertise

Customer Satisfaction

Training and Development

Cash Handling

Risk Analysis

Effective Decision-Making

Vault Balancing

Cross Selling

Active Listening

Management

Problem Resolution

Clear Communication

Organizational Compliance

Goals and Objectives

Loan Transactions

Organized and Timely

Records and Reports

Relationship Building

Professional Experience

Bank of Oak Ridge, Senior Community Banker Greensboro, NC May 2024 - February 2025

Navigate multiple systems to process transactions, open accounts, balance cash drawer, process night drop, buy/sell to vault and discuss products and services with clients.

Expand client relationships by identifying client needs and developing solutions to their financial goals.

Promote, refer, and cross-sell clients to the Bank's insurance, wealth management, and mortgage departments.

Develop and build a center of influence to generate new business leads.

Generate consumer loans by interviewing loan applicants, analyzing financial information, and making sound lending decisions consistent with industry practice and regulations. Present loan requests above lending authority to management.

Truist Bank, Senior Relationship Banker Durham, NC May 2023 - May 2024

Handle routine client maintenance requests, problem resolution, and advanced sales functions regarding deposit, credit, convenience, and other product and service lines efficiently and effectively. Advise on consumer lending options and take loan applications.

Met or exceeded client service, individual, and branch sales targets offering and selling products and services with a focus on developing, expanding, and retaining relationships.

Conducted consultative conversations and referred more complex client needs or financial goals to other internal specialists.

Participated fully in all components of the Truist Retail Community Bank Leadership Practices.

Advanced individual knowledge of sales techniques and product knowledge through training classes and web-based learning, enhancing consumer and business client service.

Ensured compliance by adhering to internal controls, operational procedures, and risk management policies while staying informed of all changes in policies and procedures.

Maintained a consistent and effective client service experience engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs.

Wells Fargo, Rocky Mount, NC Associate Personal Banker October 2021 - March 2023

Assisted customers open and close accounts, apply for loans and make sound financial decisions. Met with customers, analyzing financial needs and maximizing sales opportunities. Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Partnered with loan and mortgage officers, and financial advisors providing clients with optimal financial solutions.

Created strategic financial solutions to suit individualized client needs.

Maintained operational standards, promoting security, risk management, and compliance.

Increased loan application approvals.

Wells Fargo, Charlotte, NC Research Remediation Specialist III March 2020 - October 2021

Navigated multiple computer systems and applications utilizing search tools locating information. Supported a phone, email, online, and digital contact environment while interacting with integrity and accuracy.

Managed difficult and irate customers in a calm and positive manner, resolving issues while maintaining strong customer satisfaction.

Researched and resolved complex customer issues.

Wells Fargo, Rhome, TX Personal Banker II October 2015 - March 2020

Assisted customers open and close accounts, apply for loans and make sound financial decisions. Met with customers, analyzing financial needs and maximizing sales opportunities. Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.

Completed Risk Management and loss prevention courses with Risk Management University.

Significantly improved branch new revenue funds by 45%.

Substantially reduced customer closure accounts.

Time Warner Cable, Inbound Sales Consultant January 2014 - December 2015

Acquired new business through prospecting, cold calling, and sales presentations.

Motivated sales staff to exceed sales targets by boosting morale with team-building activities.

Planned sales campaigns and led efforts to attract new customers.

Suggested solutions for customer projects to boost business.

CenturyLink, Senior Sales Consultant January 2010 - January 2014

Motivated sale staff to exceed sales targets.

Developed a large base of repeat clientele through various methods.

Assessed clients’ needs and created plans of action to provide business solutions.

Spearheaded community appreciation campaigns.

Resolved billing issues.

Opened and closed business.

Trained new employees.

Sprint, Retail Customer Service Specialist January 2008 - January 2010

Maintained knowledge of products and services.

Replenished products on the sales floor.

Trained employees on new software changes and product usage.

Overseer of cashiers’ drawers and payment processing.

Provided leadership and insightful mentoring.

Sprint/Embarq, Sales Engineer Tarboro, NC January 1994 - June 2007

Managed and grew vital customer accounts.

Contributed to continuous improvement of renewal process, service agreements, and contracts.

Collaborated with the sales team to understand customer requirements.

Drafted, presented, and responded to proposals for specific customer requirements.

Assigned workload to engineers over a 10-state territory.

Point of contact for two multi-million-dollar clients: SECU and Virginia State University.

Education

Bachelor of Science, Business Administration and Management North Carolina Wesleyan University, Rocky Mount, NC

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