Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nia Warren

Milledgeville

Summary

Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Talented Senior Banker offering 14 years of experience. Focused on developing and deepening productive customer relationships. Recognized on multiple occasions as top performer.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Senior Banker

Truist Bank
06.2010 - Current
  • Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
  • Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
  • Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
  • Collaborated with cross-functional teams to design and implement new products and services for the bank''s clientele.
  • Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
  • Identified potential risks in loan applications, implementing thorough due diligence procedures to protect the bank''s interests.
  • Stayed up-to-date with industry trends and regulatory changes, ensuring compliance across all banking activities.
  • Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
  • Assisted clients in navigating challenging economic climates by offering sound financial advice and guidance.
  • Evaluated credit risk exposure of existing clients regularly, taking necessary actions to minimize potential losses in a timely manner.
  • Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
  • Worked closely with compliance officers to ensure adherence to regulatory requirements, minimizing the risk of fines and penalties due to noncompliance.
  • Facilitated communication between various bank departments, promoting a collaborative work environment and efficient problem resolution for clients.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Discussed financial options with clients and provided informed suggestions.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.

Customer Rep

AAA Auto Club Group
05.2003 - 02.2008
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues with professionalism.
  • Streamlined communication channels for improved customer service response times and overall efficiency.
  • Collaborated with team members to create a positive work environment, resulting in higher employee retention rates.
  • Cultivated lasting relationships with clients by providing personalized solutions to their needs and concerns.
  • Managed difficult customer interactions calmly and effectively, reducing escalation levels and maintaining company reputation.
  • Increased repeat business through exceptional service, building trust and loyalty among clients.
  • Handled high call volumes efficiently without sacrificing quality of interaction or resolution success rate.
  • Retained dissatisfied customers by offering empathetic listening skills followed by effective problem-solving approaches tailored to each individual case.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Responded to customer calls and emails to answer questions about products and services.
  • Maintained courteous, friendly atmosphere for guests to increase overall satisfaction and customer service standards.
  • Embraced spotlight on customer service by creating courteous, friendly atmosphere for guests.
  • Collected customer information and analyzed customer needs to recommend potential products or services.
  • Provided primary customer support to internal and external customers.
  • Resolved concerns with products or services to help with retention and drive sales.
  • Used Microsoft word. Outlook to prepare memos, correspondence and reports.
  • Delivered prompt service to prioritize customer needs.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Maintained up-to-date knowledge of product and service changes.
  • Responded proactively and positively to rapid change.

Education

Courses Taken - Courses Taken

Bennett College For Women
Greensboro, NC

Associate of Science - General Studies

Georgia Military College - Milledgeville
Milledgeville, GA
06.2010

Skills

  • Developing Work Schedules
  • Operations Understanding
  • Risk Management Policies
  • Analyzing Data
  • Operational Support
  • Customer Relationship Management
  • Educating Clients
  • Cash Handling

Certification

SAFE Compliant, NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards.

Timeline

Senior Banker

Truist Bank
06.2010 - Current

Customer Rep

AAA Auto Club Group
05.2003 - 02.2008

Courses Taken - Courses Taken

Bennett College For Women

Associate of Science - General Studies

Georgia Military College - Milledgeville
Nia Warren