Brittany Ray Email & Phone Number

Charlotte, North Carolina, Us

Charlotte, North Carolina, Us

• Participated in biweekly calls dedicated to providing feedback & recommendations on the construction & roll out of Commercial Community Bank (CCB) policies and procedures.• Partnered with Learning & Development to complete a skills assessment project that provided feedback for CCS new hire training as part of a TLX redesign.• Partner with two Relationship Managers on portfolio management & provide assistance to additional Relationship Managers within the region when needed (e.g. staffing, urgency of a request).• Support the Client Support Unit (CSU) by pulling necessary daily reports (NSF/NEXC), participating in team meetings, taking ownership of client needs, problems & requests, following through to ensure timely & accurate resolution while focusing on client experience satisfaction.• Assist in opening, closing & servicing of deposit accounts, including completion of necessary forms/documentation, verifying accuracy of account openings & documentation upload while adhering to client authentication procedures to mitigate risk.• Providing sales/service support through scheduling appointments, ensuring client assignment is accurate, entering information into Salesforce, following up with & consistently contacting clients & prospects with letters, emails, etc.(e.g. using Salesforce to assign insights & campaigns) while partnering with Integrated Relationship Management (IRM) partners to bring attention to any potential client needs, recognized through client contact (e.g. servicing opportunities) or review of available financial information.• Assist through loan origination, closing & maintenance by delivering timely & accurate information to Commercial Fulfillment/Loan Servicing. Locate problem loan management & collection activities through review of past due reports, monitoring of payment postings on AFS Vision, assisting as directed in early & frequent contact with past due clients to ensure payment & raising awareness of potential collection issues.

Charlotte, North Carolina, Us

• Devoted time to hour call blocks to actively work 30-40 leads/opportunities in MyDay daily. • Participated in the development and training of multiple newly hired teammates. • Eagerly stepped in to oversee daily branch operations/activities while the Branch Leader was away. • Executed countless client interactions resulting in over 50 perfect client satisfaction surveys over the course of a year and a passed mystery shop survey. • Strategized with Premier, Investment and Mortgage departments to generate an integrated relationship management approach resulting in 25 qualified referrals within a year. • Implemented a segment during branch staff meetings to review any policies or procedures to further the knowledge of the whole team.

Charlotte, North Carolina, Us

• Researched and resolved client issues on personal savings, checking, and lines of credit accounts. • Offered clients exceptional service by remaining friendly and professional during every transaction. • Helped clients open and close accounts, apply for loans and make informed financial decisions. • Increased knowledge of banking products and services by actively participating in available training classes and workshops offered to employees. • Adhered to strict guidelines regarding financial and client data to avoid breaches and information misuse. • Fulfilled diverse duties such as: operate money counters, balance and replenish ATMs, balanced daily cash deposits and vault inventory with proficiency.

Charlotte, North Carolina, Us

• Identified and reported suspicious behavior to security personnel as appropriate. • Counted as much as $500,000 in daily funds with manual and machine-assisted methods. • Exceeded sales goals by promoting bank solutions and services totaling on average, 3 Teller Client Helped (TCH) a day. • Maintained optimal financial controls by securing funds and making accurate transactions with a daily transaction volume of 300 or more. • Conducted special service and account transactions such as: ordering checks and placing stop payment orders, verifying identification and checking account balances in accordance with bank policy.