Leah Loving
Douglasville
Summary
Accomplished financial professional committed to delivering top-level service to all clients. Skilled in building excellent client rapport, exceeding set goals and leadership. Managed a wide range of tasks including complex business accounts, retail/premier account opening & maintenance, and lending. Ability to cross-sell and refer to partners. Patient, committed to completing set tasks and strong decision-making skills. Accustomed to leadership roles and embraces new challenges. Strong knowledge and experience with Salesforce and Microsoft.
Overview
8
8
years of professional experience
Work History
Senior Relationship Banker
Truist
10.2023 - Current
- Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients and develop existing relationships.
- Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank's reputation as a trusted financial partners.
- Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.
- Worked closely with credit analysts and underwriting to ensure timely and accurate processing of loan applications, maintaining client satisfaction throughout the process.
- Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
- Managed risk by conducting periodic reviews of trust accounts and implementing appropriate controls.
- Ensured compliance with internal policies and regulatory requirements through diligent documentation of all credit decisions.
- Maximized branch profitability with a focus on revenue growth, cost control, and risk management.
Relationship Banker
Bank Of America
08.2021 - 10.2023
- Conducted reviews of client account reconciliation, daily holdings and cash balances to facilitate proper escalation of issue resolution
- Completed outbound calls to solicit business and revenue for investment and mortgage department
- Developed or implemented fund investment policies or strategies
- Monitored pipelines to track and log status of loans
- Wire and ACH transfer
- Research and analyze bank activity to detect and prevent fraud
- Proactively identified solutions for customers experiencing credit issues
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing
- Supervised branch operations and made continuous improvements in each area
- Evaluated client financial positions and identified most appropriate banking products
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers
- Offered friendly and efficient service to customers, handled challenging situations with ease
- Assist Business and Consumer clients with lending needs
Personal Banker 1
Wells Fargo
07.2018 - 11.2020
- Identify customers needs in order to help them succeed financially
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Conducted detailed financial reviews for business clients to present appropriate products to fit clients needs
- Open and close business and consumer checking, savings, CD's, safety deposit box, etc
- Built rapport, uncovered customer needs and referred client to appropriate specialist
- Worked closely with management in order to increase branch production and customer service
- Achieved consistent recognition as top sales performer
- Record night and mail deposits
- Assist customers with credit, auto loans , student loans, etc
- Issue temporary & permanent debit cards
- Notary Public
Customer Sales and Service Representative
Wells Fargo
01.2017 - 07.2018
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
- Open and close checking, savings, safe deposit box, CDs, etc
- Conferred with customers about concerns with products or services to resolve problems and drive sales
- Completed teller transactions
- Scheduled appointment to resolve more complex issues
- Accepted payments and updated accounts with latest information
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively
- Provided information about company products and services
- Maintained productivity and quality standards at all times
Education
Bachelor of Arts - Sociology Social Psychology, Social
University of West Georgia
Skills
- Excellent verbal and written communication
- Business Advocate
- Risk Management
- Problem Solving
- Financial Product Knowledge
- Trust and Estate Account Opening
- Leadership
- Regulatory Compliance
Additional Information
- Bank of America Top Performer, Wells Fargo STAR Award Nominee HONORS & AWARDS, Truist Voice of the Client Honoree
Timeline
Senior Relationship Banker
Truist
10.2023 - Current
Relationship Banker
Bank Of America
08.2021 - 10.2023
Personal Banker 1
Wells Fargo
07.2018 - 11.2020
Customer Sales and Service Representative
Wells Fargo
01.2017 - 07.2018
Bachelor of Arts - Sociology Social Psychology, Social
University of West Georgia
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