Financial Customer Accounts & Business Banking

Laura King

Nashville, *****, United States, 615-***-****, *****.********.*@*****.***

SUMMARY YHighly motivated financial professional with over 15 years of experience managing client accounts, driving business growth, and ensuring financial accuracy. Proven ability to build strong relationship, advocate for client needs, and resolve complex issues. Adept at financial analysis, lending, and treasury services. Eager to leverage extensive 20+ years customer service and financial expertise to contribute to your company’s success. WORK EXPERIENCE

Customer Accounts Specialist

Caterpillar Financial Corporation

02/2016 – 06/2026 2120 West End Ave., United States Managed financial accounts and billing processes, serving as the primary point of contact for client inquiries regarding defaults or solutions. Ensured the accuracy of financial portfolios, resolved payment discrepancies, and delivered exceptional customer service to foster robust client relationships.

Addressed client financial situations with a focus on providing effective solutions and maintaining satisfaction.

Customer Advocacy Rep

Caterpillar Financial Services

02/2016 – 08/2023 2120 west End Ave, United States Acted as the primary liaison for customer account and billing inquiries, ensuring precise financial records and timely issue resolution. Championed client needs by coordinating cross-departmental solutions and maintaining transparent communication.

Oversaw procurement card records, travel, and purchases, including purchase orders and budget tracking to support team financial accuracy and compliance.

Maintained organized financial documentation, monitored account health, and provided quality service focused on building trust. Business Banker

Suntrust Bank

06/2006 – 09/2015 Nashville, United States

Managed a portfolio of small to medium-sized business clients, delivering tailored financial solutions to facilitate growth, optimize cash flow, and ensure long-term stability.

Cultivated and sustained strong client relationships by providing expert guidance on lending options, credit needs, treasury services, and business banking products.

Evaluated financial statements, assessed creditworthiness, and prepared comprehensive loan recommendations aligned with client objectives while ensuring regulatory compliance.

Collaborated with internal teams to streamline client onboarding, resolve account issues, and guarantee a superior client experience. Identified and pursued new business opportunities through proactive outreach to prospective customers, expanding the bank's commercial client base and reinforcing existing relationships.

EDUCATION

Richard j Daley College

Business Administration and Management

08/1991 – 02/1993 Chicago, Illinois, United States SKILLS Six Sigma Green Belt Certification -

Six Sigma USA

Project management

Business Objectives Customer Service & Client

Relationship Management

Salesforce, Capital Stream, Oracle Banking Operations & Commercial Lending

Microsoft Office Suite (Excel, Word,

Outlook, PowerPoint)

Problem Solving & Cross Team

Collaboration

Teams Chat GPT

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