Universal Banking & Relationship Specialist

Randi Scholz

727-***-**** *******@********.**.***

Professional Summary

Results-driven banking professional with experience in relationship banking, retail banking, lending, deposits, branch operations, and customer relationship management. Core Competencies

Relationship Banking • Universal Banking • Personal Banking • Consumer Lending • New Accounts

• Deposits • Sales • Customer Service • Compliance Professional Experience

Flagship Bank – Universal Banker Jan 2026 – Jul 2026 Managed teller transactions, vault operations, customer account servicing, and cross-sold banking products while maintaining operational accuracy and compliance. Synovus Bank – Relationship Banker Apr 2025 – Jan 2026 Developed customer relationships, identified financial needs, supported lending activities, and partnered with wealth management and commercial banking teams. Regions Bank – Personal Banker II Feb 2024 – Apr 2025 Advised customers on banking products, opened new accounts, generated referrals, and delivered personalized financial solutions.

Valley Bank – Personal Banker Jan 2022 – Feb 2024 Supported retail banking operations, performed teller functions, opened accounts, and achieved customer service objectives.

Florida Credit Union – Member Service Specialist May 2017 – Oct 2021 Opened deposit accounts, IRAs, and CDs, originated consumer loans, and consistently achieved monthly lending goals.

Bank of America – Financial Customer Service Representative Sep 2012 – Nov 2016 Performed high-volume teller transactions, managed ATM balancing and cash operations, and delivered outstanding customer service.

Education

Bachelor of Science

State University of New York at Oneonta

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