Experience

Coastal States Bank

• United States
• Financial Services
• 1 - 100 Employee

• Digital Banking - Sr. Operations Specialist

  • Jan 2018 - Present

  The Sr. Operations Specialist is responsible for daily operation of the company’s digital solutions and works with other team members to ensure quick and accurate resolution to client question or request for both internal and external parties. Assists with file maintenance for corporate clients & internal partners who utilize the company’s digital products & services. Provides assistance in operations of all digital payment functions on a daily basis. The Sr. Operations Specialist is responsible for daily operation of the company’s digital solutions and works with other team members to ensure quick and accurate resolution to client question or request for both internal and external parties. Assists with file maintenance for corporate clients & internal partners who utilize the company’s digital products & services. Provides assistance in operations of all digital payment functions on a daily basis.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Relationship Banker

  • Apr 2017 - Dec 2017

  Engaged with in-coming customers by providing insights, education, and training regarding available banking and/or financial services including online self-service features. Recognized and acted upon opportunities to cross-sell products and specialist referrals. Worked with retail customers to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs. Prepared loan rate quotes, terms, and programs for customers upon requests. Investigated and responded to customer inquiries and/or concerns to create customized solutions. Opened deposit accounts and upsold banking products such as credit cards, CDs, IRAs, and loans. Ensured customers were connected with the appropriate teammate to help them achieve their financial goals; making sure all sales, service, and specialized needs were met, thereby contributing to driving and meeting overall revenue growth targets. Proactively managed risk in every business, product, and service transaction leveraging available tools. Leveraged available resources and technologies, such as tablets and bank by appointment, to optimize the customer experience and to serve customers with operational excellence and accuracy. Show less



First South Bank

• Bluffton, South Carolina

• Client Services Representative

  • Dec 2014 - Apr 2017

  Performing the duties of both a teller and personal banker. Answering phone calls and emails. Processing deposits, withdrawals, transfers, check cashing, wire transfers, savings bond redemptions, loan payments. Answering questions about various banking products including checking accounts, savings accounts, money market accounts, IRAs, and time deposit accounts as well as entering and processing customer information to open an account. Maintaining account open and closed database. Pulling daily reports. Maintaining customer files. Show less