Proficient in sales, finance, and leadership capacities.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Relationship Banker
Truist
12.2025 - Current
Advised consumer and business clients on deposits, credit, and real estate lending while ensuring regulatory compliance.
Managed and expanded client portfolios through needs-based analysis and tailored financial solutions.
Built long-term relationships through trusted advisory support and exceptional client experience.
Partnered with leadership to drive performance and operational efficiency.
Senior Sales and Service Representative
First Citizens Bank
10.2024 - 11.2025
Provided exceptional client support by building meaningful relationships and maintaining outreach and engagement for platform sales at First Citizens Bank.
Managed account opening for consumer and business, personal and auto loans, wire services, and notary services.
Successfully developed strong skills in client relationship management, sales, and financial services.
2024 Performance Excellence Award
Bank at Work Coordinator
Universal Banker II
Truist
10.2023 - 09.2024
Assisted in account opening, maintenance, and service line support at Truist, ensuring proper documentation and delegating tasks for operations leadership.
Managed vault teller responsibilities, including ordering cash shipments and maintaining branch cash supply.
Maintained partner referrals to drive business growth and customer satisfaction.
Top Five in Regional Referrals
Operations Lead
Account Specialist
Wells Fargo
09.2022 - 09.2023
Managed collections for customer accounts at Wells Fargo, ensuring accuracy and compliance standards.
Utilized negotiation skills to successfully collect on overdue accounts.
Maintained detailed customer information in a database and provided exceptional customer service.