Summary
Overview
Work History
Education
Skills
Timeline
Generic

Lindsay Garrett

Hixson

Summary

Results-driven Senior Relationship Banker with expertise in relationship management and financial advising. Proven ability to enhance client satisfaction through tailored solutions and effective problem-solving. Skilled in banking product knowledge and fostering long-term trust with diverse clientele. Recognized for streamlining operations and driving improvements in service delivery.

Overview

19
19
years of professional experience

Work History

Senior Relationship Banker, Team Lead

Regions Bank
12.2023 - Current
  • Enhanced client satisfaction and loyalty through strong relationship building.
  • Delivered tailored financial solutions by analyzing client needs effectively.
  • Streamlined onboarding processes, ensuring seamless account setup for new clients.
  • Conducted follow-ups to assess service delivery and resolve client issues promptly.
  • Resolved complex issues, strengthening client trust and loyalty.
  • Supervised branch operations to ensure compliance and positive client experiences.

Relationship Banker II, Senior Relationship Banker

Regions Bank
10.2022 - 12.2023
  • Enhanced client satisfaction by developing and nurturing strong relationships.
  • Identified financial needs and recommended tailored banking solutions for clients.
  • Efficiently processed transactions while ensuring adherence to banking regulations.
  • Educated clients on digital banking tools, improving service accessibility and experience.
  • Resolved inquiries promptly, contributing to exceptional service quality.
  • Maintained current knowledge of banking products to provide expert client advice.

Financial Relationship Consultant

Regions Bank
05.2021 - 10.2022
  • Cultivated strong client relationships to enhance customer satisfaction and loyalty.
  • Analyzed financial data to provide tailored financial solutions for diverse clients.
  • Collaborated with team members to streamline processes and improve service delivery.
  • Educated clients on banking products, ensuring informed financial decisions and compliance.

Financial Relationship Specialist

Regions Bank
04.2010 - 05.2021
  • Fostered client trust and loyalty through exceptional customer service delivery.
  • Ensured compliance by maintaining current knowledge of industry regulations and standards.
  • Processed transactions efficiently, guaranteeing accuracy and adherence to banking regulations.
  • Enhanced team performance by training new tellers on procedures and best practices.
  • Resolved account inquiries promptly, providing exceptional service and customer support.

Office Assistant

Galen Pediatrics
06.2008 - 04.2010


  • Assisted in confidentiality in handling sensitive information while performing administrative tasks.
  • Maintained accurate patient records in filing medical documents in a timely manner.
  • Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.

Teller

Regions Bank
08.2006 - 06.2008
  • Processed customer transactions accurately and efficiently, ensuring high levels of satisfaction.
  • Maintained compliance with banking regulations and internal policies to mitigate risk.
  • Assisted customers with account inquiries, providing knowledgeable support and solutions.

Education

Bachelor of Science - Psychology

University of Tennessee At Chattanooga
Chattanooga, TN
05-2005

Skills

  • Cross-selling techniques
  • Cash handling
  • Relationship building and management
  • Financial advising and planning
  • Teamwork and collaboration
  • Customer service
  • Complex Problem-solving

Timeline

Senior Relationship Banker, Team Lead

Regions Bank
12.2023 - Current

Relationship Banker II, Senior Relationship Banker

Regions Bank
10.2022 - 12.2023

Financial Relationship Consultant

Regions Bank
05.2021 - 10.2022

Financial Relationship Specialist

Regions Bank
04.2010 - 05.2021

Office Assistant

Galen Pediatrics
06.2008 - 04.2010

Teller

Regions Bank
08.2006 - 06.2008

Bachelor of Science - Psychology

University of Tennessee At Chattanooga
Lindsay Garrett