Davis Simpson Email & Phone Number

Atlanta, Ga, Us

Atlanta, Georgia, United States

Gainesville, Georgia, United States

Uncover banking needs and determine the best solutions for clients through needs-based conversations.Originate personal and small business borrowing solutions including home equity loans and lines of credit, credit cards, unsecured loans and lines of credit, and secured credit products.Open and maintain personal and small business deposit accounts. Resolve customer service issues.Make regular calls to existing and prospective clients to ensure that their banking needs… Show more Uncover banking needs and determine the best solutions for clients through needs-based conversations.Originate personal and small business borrowing solutions including home equity loans and lines of credit, credit cards, unsecured loans and lines of credit, and secured credit products.Open and maintain personal and small business deposit accounts. Resolve customer service issues.Make regular calls to existing and prospective clients to ensure that their banking needs are being met.Refer clients to line of business partners for additional services including mortgage origination, financial planning, commercial banking solutions, payroll and human resources, and merchant services.Conduct cash and negotiable instrument transactions. Send and receive funds through Western Union.Identify and report fraudulent and suspicious activity to prevent client and bank losses including check fraud, identity theft, account takeover, counterfeit currency, wire fraud, and elder abuse.Ensure that banking compliance standards are being met by all associates. Retention of branch records in accordance with bank policy. Adherence to federal banking regulations. Maintain operational soundness.Order cash, forecast cash demand, and maintain branch vault cash supply within tolerances provided. Show less

Bachelor Of Business Administration - Bba, Finance, General

High School, College Prep/Tech Prep (Digital Media), 4.4

Activities and Societies: National Honor Society National Beta Club Varsity Athlete (Soccer and Cross Country)