Whitney Ausband
Morristown
Summary
Professional with a strong background in client relationship management, account services, and financial product solutions. Known for delivering exceptional service, building trust with clients, and consistently meeting or exceeding sales and service targets.
Overview
9
9
years of professional experience
Work History
Client Relations Consultant
US Bank
Morristown
03.2024 - Current
- Managed leads, system alerts, and follow-up pipelines weekly, supporting retention, compliance, and operational efficiency.
- Opened and managed trust, business, and personal banking relationships, supporting a variety of loan products alongside consumer and business credit cards and small-business payment processing services.
- Independently performed weekly cash balancing and reconciliation of ATM, ensuring accuracy and accountability of funds.
Financial Services Representative
SmartBank
Sevierville
01.2023 - 03.2024
- Maintained strict compliance with company policies and standards.
- Assisted with account verification, transaction monitoring, and fraud-awareness practices to help protect customer information.
- Opened a variety of accounts such as trusts, small business accounts, and personal accounts.
Patient Service Representative
Aspen Dental
Morristown
11.2017 - 06.2019
- Independently supported multiple Aspen Dental locations in the Tri-Cities as a float Patient Services Representative, managing patient records, insurance verification, and billing with accuracy and confidentiality.
- Informed and applied patients on treatment plan payment options with Aspen Dental's primary and secondary financial lenders when they could not immediately afford cost.
- Efficiently collected and documented payments in individuals electronic charts in order to have accurate information for end of day reports.
Education
Associate of Applied Science - Business
Walter State Community College
MorristownSkills
- Client relationship management
- Loan product knowledge
- Digital calendars & scheduling tool
- Microsoft Excel & spreadsheets
- Follow-up management systems
Affiliations
NMLS Registered ID, 2585321
Notary Public, Tennessee
Tennessee Real Estate Commission, Real Estate Licensing
Timeline
Client Relations Consultant
US Bank
03.2024 - Current
Financial Services Representative
SmartBank
01.2023 - 03.2024
Patient Service Representative
Aspen Dental
11.2017 - 06.2019
Associate of Applied Science - Business
Walter State Community College