WILLIAM MARK ALLEN, JR.
HULL,GA
Summary
Client-focused business professional with over a decade of experience in financial services, specializing in strategic advising, business development, and relationship management. Proven track record of partnering with small businesses to identify growth opportunities and deliver tailored financial and operational solutions.
Overview
14
14
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
05.2022 - Current
- Consult with business owners to assess needs and deliver strategic financial recommendations, including lending and deposit solutions
- Recognized as Top Loan Producer in the Lawrenceville-Athens region for consistently exceeding performance goals
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
Branch Coordinator
Truist Bank
04.2015 - 04.2022
- Partnered with branch leadership to develop operational strategies that improved team performance and compliance outcomes
- Trained and mentored staff, fostering a culture of continuous improvement and client focus
- Led the branch to two perfect Internal Audit scores while achieving quarterly sales objectives
Personal Banker
Wells Fargo Bank
09.2011 - 04.2015
- Assisted customers by delivering exceptional customer experience, building relationships, and helping consumer and small business customers succeed financially
- Proactively engaged customers in conversations and asked open-ended questions to learn about their financial needs
Education
B.S.A. - Agribusiness
University of Georgia
Athens, Ga05.2010
Skills
- Strong communication and team skills
- Cash flow analysis
- Loan origination
- Relationship building and management
Timeline
Senior Relationship Banker
Truist Bank
05.2022 - Current
Branch Coordinator
Truist Bank
04.2015 - 04.2022
Personal Banker
Wells Fargo Bank
09.2011 - 04.2015
B.S.A. - Agribusiness
University of Georgia
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