Deborah Mann
Waxhaw
Summary
Top-performing financial sales professional with substantial experience in banking and finance. Adept at identifying and understanding clients needs to recommend tailored solutions. Possesses deep understanding of credit analysis, loan origination and closing. Dedicated to establishing long term client relationships to promote trust and decrease account closure. Demonstrated expertise in cross-selling financial solutions and maintaining high client satisfaction through effective communication and problem solving.
Overview
20
20
years of professional experience
Work History
Personal Banker
Fifth Third Bank
09.2019 - Current
- Cultivated strong client relationships through personalized financial solutions and exceptional service.
- Analyzed client needs to recommend appropriate banking products and services.
- Managed account openings, closings, and maintenance with accuracy and efficiency.
- Built trust over many years through maintaining industry knowledge and providing consistently honest and thoughtful advice.
- Proactively provided counseling and solutions to clients experiencing credit challenges.
- Providing lending options including home equity products to suit client's unique needs and goals.
- Negotiated loan terms and conditions with clients to secure best deal.
- Facilitated training sessions for new team members on banking procedures and compliance regulations.
Sr Business Banking Specialist
HSBC Bank USA NA
12.2005 - 06.2019
- Provided account information and support including technical support to clients and branch staff, managers and relationship managers.
- Developed and maintained strong knowledge of multiple products and services with varying levels of benefits within each product.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Enhanced client satisfaction by providing tailored financial solutions for their business needs.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Collaborated with cross-functional teams to streamline processes and improve operational efficiency.
Education
Bachelor of Arts - Psychology
SUNY Buffalo State
Buffalo, NY08-2015
Skills
- Relationship building
- Sales expertise
- Customer satisfaction
- Banking policies and procedures
- Loan application expertise
- Creditworthiness determination
- Income evaluation
- Regulatory compliance
- Fraud prevention
Accomplishments
- Top 10 in peer group bankwide
- Personal Banker of the year award
- NMLS certified
Timeline
Personal Banker
Fifth Third Bank
09.2019 - Current
Sr Business Banking Specialist
HSBC Bank USA NA
12.2005 - 06.2019
Bachelor of Arts - Psychology
SUNY Buffalo State