James Yianopolous
Asheville
Summary
Results-driven Sr. Relationship Banker with expertise in customer service, financial assessments, and compliance. Proven ability to guide clients in selecting financial products while leveraging digital banking tools to enhance client experience.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Sr. Relationship Banker
Truist Bank
Henderson
09.2012 - 06.2026
- Educated clients on digital banking tools and resources for convenience.
- Collaborated with team members to enhance customer service strategies.
- Guided clients in selecting appropriate financial products and services.
- Conducted financial assessments to identify client needs and goals.
- Maintained compliance with regulatory standards in all banking activities.
- Established new accounts for corporate and retail customers in compliance with bank policies and procedures.
- Attended industry events to promote the bank's services and build relationships with potential partners and clients.
- Evaluated customer requests for overdrafts or line-of-credit increases.
- Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
- Advised customers on ways they could reduce costs associated with their banking activities.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Advised customers on bank products, services and financial planning options.
- Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
Education
BBA -
University of South Carolina
Columbia, SCSkills
- Customer relationship management
- Financial product advising
- Compliance management
- Digital banking education
- Financial assessment
- Sales strategies
Languages
Greek
Professional
Certification
- NMLS CERTIFIED SINCE 2002
- NC NOTARY
- S A F E CERTF.
Accomplishments
- Voice of the client 1 to 10 Maintained 10 since 2021
Affiliations
- United Way Vol. since 2002. Directed "Teach Children to save" Collaborate with Middel School and High Schools - Prepare Students for their Financial Future
Timeline
Sr. Relationship Banker
Truist Bank
09.2012 - 06.2026
BBA -
University of South Carolina