Experience

BB&T

• United States
• Financial Services
• 700 & Above Employee

• Relationship Banker II

  • Feb 2010 - Present

  Responsibilities:1. Salesa. Serve as primary contact for new account openings and cross sale of other products and services to clients and prospects.b. Proactively and reactively contact clients and prospects daily by phone or in person to identify additional client financial needs and strengthen client relationships.c. Support team sales process by acting upon or referring identified client needs to other lines of business, including but not limited to, retail loan, mortgage, investments, private banking, insurance, small business, merchant services, and other areas. d. Participate in team sales efforts such as team call nights, sales meetings, and debriefs.e. Employ BB&T supported sales techniques and processes whenever possible to better serve the client and branch team.2. Servicea. Serve as contact for client problem resolution and perform maintenance for current clients as dictated by the needs of the office.b. Serve as contact in responding to client and non-client service inquiries as dictated by the needs of the office.c. Support team service process by participating in team service efforts such as service meetings.3. Operationala. Must adhere to all BB&T Policies and Procedures, security guidelines, banking regulations and internal control procedures. b. Responsible for attending applicable training classes and completing computer based training, etc.c. Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines.



Uncle Julio's Corporation

• United States
• Restaurants
• 400 - 500 Employee

• Store Manager & Staff Trainer

  • Nov 2004 - May 2008