Race Wilson
Petersburg
Summary
Accomplished Relationship Manager with a proven track record at FirstBank and First Farmers and Merchants Bank, excelling in client relationship building and financial portfolio management. Leveraged excellent communication and Microsoft Office proficiency to surpass sales goals and manage a diverse $38M loan portfolio, significantly enhancing customer satisfaction and operational excellence.
Overview
11
11
years of professional experience
Work History
Relationship Manager
FirstBank
01.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Branch Manager
First Farmers and Merchants Bank
05.2017 - 01.2024
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Built and managed diverse portfolios in both retail and commercial lending.
- Responsible for managing a diverse $38M loan portfolio.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Assistant Branch Manager
First Farmers and Merchants Bank
06.2015 - 05.2017
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
Credit Analyst
First Farmers and Merchants Bank
04.2014 - 06.2015
- Assessed credit risk and analyzed financial statements.
- Analyzed customer data such as financial statements to determine level of risk involved for extending credit.
- Handle loans and credit facilities between $750K and $10M.
- Reviewed credit reports to comprehensively view borrowers' credit history and identify potential red flags.
Education
Bachelor of Science - Finance
Tennessee Technological University
Cookeville, TN05-2012
Skills
- Client relationships
- Relationship building and management
- Excellent communication
- Microsoft Office: Word, Excel, PowerPoint, and Outlook
Affiliations
- Tennessee Bankers Association
Timeline
Relationship Manager
FirstBank
01.2024 - Current
Branch Manager
First Farmers and Merchants Bank
05.2017 - 01.2024
Assistant Branch Manager
First Farmers and Merchants Bank
06.2015 - 05.2017
Credit Analyst
First Farmers and Merchants Bank
04.2014 - 06.2015
Bachelor of Science - Finance
Tennessee Technological University
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