Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Latia Carter

Fayetteville

Summary

Financial Services Representative with proven adaptability and efficiency in task completion. Expertise in financial analysis, customer relationship management, and regulatory compliance. Strong communication, problem-solving, and time management skills, through exceptional customer service skills.


Overview

3
3
years of professional experience
1
1
Certification

Work History

Sales and Service Representative (Teller)

First Citizens Bank
03.2024 - 08.2024
  • Balanced daily cash deposits, vault inventory, and transmitted orders to supply cash to meet daily needs.
  • Received mortgage and other loan payments, verifying payment dates and amounts due.
  • Offered exceptional customer service by leveraging sales abilities to consistently meet performance goals, and promote bank products and services.
  • Increased customer satisfaction by providing knowledgeable assistance and addressing their needs promptly.

Financial Services Representative I

State Employees Credit Union
08.2022 - 07.2023
  • Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to members, to promote financial health.
  • Managed delinquent accounts and executed collection procedures by corresponding with customers, setting, and documenting payment arrangements.
  • Opened and maintained banking accounts, products, and services while fostering relationships with new and existing members.
  • Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.



Personal Banker

Bank of America
11.2021 - 07.2022
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Helped customers open and close accounts, apply for loans, and make sound financial decisions by partnering with mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Performed daily cash drawer balancing, reconciled discrepancies, and responded promptly to customer inquiries.

Education

Bachelor of Science - Business Administration And Management

Fayetteville State University
Fayetteville, NC
12-2016

Skills

  • Cash management and financial sales
  • Account maintenance
  • Customer service and relationship building
  • Loan processing
  • Military signal IT training and background
  • Customer service

Certification

  • Notary Public, Cumberland County, North Carolina, 11/07/2027

Timeline

Sales and Service Representative (Teller)

First Citizens Bank
03.2024 - 08.2024

Financial Services Representative I

State Employees Credit Union
08.2022 - 07.2023

Personal Banker

Bank of America
11.2021 - 07.2022

Bachelor of Science - Business Administration And Management

Fayetteville State University

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Latia Carter