Brandon Lloyd Email & Phone Number

Washington, Dc, Us

Washington Dc-Baltimore Area

Charlotte, North Carolina Area

Washington D.C. Metro Area

Takes residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gainEmployee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)Meets with customers and prospects and develops understanding of other financial objectives and needsAssesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes salesMaintains strong product and sales knowledge and champions core service valuesProvides sound advice at every Customer interaction to create a positive Customer Experience and ensures that the Customer’s financial needs are metResponsible for meeting or exceeding specific individual sales goalsProvides exceptional Customer service by meeting all Customer demands as they relate to relatively straightforward inquiries, with the support of more experienced personnelGenerally resolves problems independently, escalating more difficult issues to supervisorsPerforms a broad range of tasks of varying complexity and scopeCross-sell products to provide multi-services for Customers and makes referrals to partnersEnsures Customer problems are handled appropriately, escalating issues when necessary, know when to consult Managers and when to “Bump-it-Up”Engages Customers in conversations regarding their current and future financial needs. Educates Customers about bank products and services

Puget Sound Area/East Side

Responsible for acquiring new consumer and small business clients and to expand relationships with existing clients. Serves as a proactive member of the Retail branch team by being an initial sales and service contact for new and existing clients. Effectively manages existing clients/book of business to support the retention and growth of profitable client relationships through sales of deposit, loan and investment products (with appropriate licensing). Develops a comprehensive understanding of client needs by using the Client Experience (CE) Desktop technology to analyze client financial and personal data to cross sell products and services. Recommends products and services to help the client achieve financial goals and the team to achieve business goals. Identifies and resolves complex client service issues. Recognizes complex product and financial services opportunities and refers to appropriate sales professionals in Retail, Investment Services, Mortgage, Business Banking, and Private Banking. Meets or exceeds established sales, cross-sell and referral goals. Serves as a backup to the Branch Manager when the Branch Manager is unavailable.

Bellevue, Wa

Opened and processed all types of deposit and loan accounts including complex retail products such as Expressline, Consumer Loans, Credit Life Insurance, VISA Merchant Accounts and small business loans. Cross-sold other bank services and referred customers to other departments as appropriate. Addressed and resolved complex technical problems on customer accounts.

Newcastle, Wa

Assisted personal bankers with sales and customer issues, assisted with check book balancing, problem resolution, and follow up, prepared loan documents for mortgage consultant, wire transfers, processing necessary paperwork and set appointments, managed transactions for banking clients.Selected as Conversion Partner during Chase’s acquisition of WaMu, overseeing change to new operating systems and processes for 2 branches; trained tellers in new processes, marketing messaging, ATM processing, assisted in modification of new banking products. Promoted to Sales and Service Associate within three months, assisting bankers and leading teller line.

Newcastle, Wa

Accurately and efficiently processed and recorded routine transactions for bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Promoted, advised and referred on the bank's products and services. Managed and balanced the main vault of the branch ensuring cash was disbursed appropriately.

Seattle, Wa

Fielded incoming calls from potential and existing customers, developed and sold itineraries, resolved customer issues regarding fares, schedules and confirmation on flights. Ticketed and handled bags, serviced inbound phone calls, assisted with deplaning and dispatching flights in compliance with airline and federal policies. Promoted from Customer Service Agent to Reservation Sales Agent within 3 months of hire.

Renton, Wa

Prospected and sold for the gym to increase membership. Partnered with members to develop fitness plans. Created, organized and managed successful community events to drive brand awareness and membership sales.