Tagrid Driver
Woodbury
Summary
Seasoned Senior Relationship Banker known for productive and efficient task completion. Specialize in customer relationship management, financial advising, and risk assessment. Excel at communication, problem-solving, and adaptability to meet client needs and achieve banking goals.
Overview
7
7
years of professional experience
Work History
Senior Relationship Banker
Regions Bank
Murfreesboro
05.2022 - Current
- Conducted financial reviews with clients to identify their current and future needs.
- Coordinated with other departments to ensure timely processing of customer transactions.
- Advised customers on ways they could reduce costs associated with their banking activities.
- Trained junior bankers on relationship management techniques and best practices.
- Ensured that all documents were accurately completed prior to submitting them for processing.
- Researched and responded to customer inquiries regarding banking products and services.
- Attended industry events to promote the bank's services and build relationships with potential partners and clients.
- Developed and implemented strategies to increase customer base, grow deposits and cross-sell products.
Financial Relationship Consultant
Regions Bank
McMinnville
05.2021 - 04.2022
- Responded promptly to customer inquiries regarding account information or other matters related to their finances.
- Maintained accurate records of customer transactions using a variety of software programs.
- Analyzed customer feedback surveys to identify areas where service could be improved upon.
- Worked closely with other departments within the organization to ensure smooth operations.
- Developed strong relationships with customers by understanding their individual needs and goals.
- Implemented new products, services, processes or systems as needed to improve customer service levels.
Financial Relationship Specialist
Regions Bank
Murfreesboro
06.2019 - 05.2021
- Educated customers on various banking products available at their institution.
- Maintained accurate records of all client accounts and transactions.
- Identified customer needs through conversations with clients about their finances.
- Provided excellent customer service by promptly responding to client requests or inquiries.
- Responded to inquiries from clients concerning their accounts and transactions.
- Ensured compliance with applicable laws, regulations, policies, procedures.
- Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
Tax Associate
H&r Block
Murfreesboro
11.2018 - 04.2019
- Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
- Assisted clients with the preparation of financial documents related to taxes.
- Ensured compliance with applicable laws and regulations regarding taxation matters.
- Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
- Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
- Responded promptly to inquiries from both internal and external customers regarding taxation issues.
- Researched complex tax issues in order to provide accurate advice and guidance.
- Attended continuing education courses related to taxation topics.
- Prepared tax return documents for clients.
- Provided exceptional customer service, addressing client concerns and questions promptly.
Education
BBA - Finance
Middle Tennessee State University
Murfreesboro, TN05-2019
Skills
- Financial analysis
- Customer outreach
- Transaction processing
- Team training
- Client education
- Problem solving
- Networking skills
- Interpersonal communication
- Loan origination
- Financial processes
- Cash handling
- Customer service
- Regulatory compliance
- Product knowledge
- Sales strategies
- Team leadership
- Effective communication
- Cross-selling techniques
Languages
Spanish
Professional
Arabic
Native/ Bilingual
Romanian
Native/ Bilingual
Timeline
Senior Relationship Banker
Regions Bank
05.2022 - Current
Financial Relationship Consultant
Regions Bank
05.2021 - 04.2022
Financial Relationship Specialist
Regions Bank
06.2019 - 05.2021
Tax Associate
H&r Block
11.2018 - 04.2019
BBA - Finance
Middle Tennessee State University