Kobe Morgan
2536 Chert Lane Raleigh
Summary
Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Bank
09.2024 - 09.2025
- Managed a portfolio of client accounts, delivering tailored banking solutions to enhance relationships and drive client retention.
- Advised customers on financial products and services, ensuring compliance with regulatory standards and optimizing account performance.
- Delivered comprehensive personal and business lending services, including personal loans, credit cards, auto loans, HELOC/HELOAN products, and mortgage intake processing; supported business clients with business credit cards and small business lending applications.
- Consistently met and exceeded customer satisfaction goals through proactive support and effective problem-solving.
Inside Sales Agent
The Coley Group of Compass
07.2024 - 09.2024
- Managed client inquiries to build strong relationships and support successful real estate transactions.
- Applied consultative sales techniques to generate leads and enhance client engagement.
- Supported the execution of real estate transactions through effective client communication.
Accounting Coordinator
Raleigh Rehabilitation
01.2023 - 05.2023
- Managed intake and outtake processes, ensuring accuracy and compliance in all financial and insurance records.
- Administered benefits and maintained organized patient records, contributing to operational efficiency.
- Supported overall operational efficiency through meticulous record-keeping and attention to detail.
Infection Prevention Control Official
11.2022 - 05.2023
- Developed and implemented policies to ensure regulatory compliance and enhance patient safety.
- Conducted training programs for staff to increase compliance and awareness.
- Ensured adherence to infection prevention protocols through regular audits and evaluations.
Community Ambassador
University Village at 2505
11.2022 - 04.2023
- Generated leads, scheduled appointments, and conducted property tours to effectively promote housing solutions.
- Delivered high-quality service to prospective residents, ensuring a seamless and informative experience.
- Ensured compliance with Fair Housing regulations during all interactions with potential tenants.
Camp Counselor
City of Raleigh
06.2022 - 11.2022
- Ensured compliance with program guidelines and maintained camper safety through structured activities.
- Facilitated camper engagement and participation with well-organized and interactive programs.
Guest Service Agent / Banquet Captain
Sheraton Raleigh Hotel
05.2021 - 06.2022
- Ensured efficient check-in and check-out processes and resolved guest concerns to uphold high satisfaction levels.
- Supervised event operations and coordinated staff to ensure smooth execution of banquet functions.
- Managed and reconciled banquet financials, ensuring accuracy and accountability.
Education
Public Health Education
Saint Augustine’s University
Raleigh, NC05.2023
Diploma - undefined
Garner Magnet High School
Garner, NC06.2018
Skills
- Relationship Management and Sales
- Cash Handling and Accuracy
- Financial Needs Assessment
- Customer Service Excellence
- Compliance and Risk Awareness
- Data Entry and Recordkeeping
- Microsoft Office Suite
- Branch operations
- Relationship building
- Customer service
- Customer satisfaction
- Banking policies and procedures
- Teller support
Certification
NMLS ID# 2646294
Timeline
Personal Banker
TD Bank
09.2024 - 09.2025
Inside Sales Agent
The Coley Group of Compass
07.2024 - 09.2024
Accounting Coordinator
Raleigh Rehabilitation
01.2023 - 05.2023
Infection Prevention Control Official
11.2022 - 05.2023
Community Ambassador
University Village at 2505
11.2022 - 04.2023
Camp Counselor
City of Raleigh
06.2022 - 11.2022
Guest Service Agent / Banquet Captain
Sheraton Raleigh Hotel
05.2021 - 06.2022
Public Health Education
Saint Augustine’s University
Diploma - undefined
Garner Magnet High School