Will Giles Email & Phone Number

Huntsville, Alabama, United States

Manages the due diligence process for commercial purpose loans to ensure client closing needs are satisfied correctly and efficiently. Analyzes due diligence requirements and follows established policy and procedures to order necessary documentation. Maintains extensive knowledge of industry terminology, regulatory compliance requirements, and internal.

Huntsville, Alabama, United States

I work closely with commercial bankers to assist with loans by obtaining financial data, drafting letters and agreements, clearing exceptions, and obtaining collateral documentation. I coordinate with CPA's, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues.I continue to coordinate the preparation.

Huntsville, Alabama, United States

On top of being a Relationship Banker, I also get to serve our customers as a Life Accident and Sickness Insurance Agent through Synovus Securities, Inc. Within this role I get to actively seek out Synovus' array of insurance/investment products that also fit the needs for many of our customers. This not only diversifies what all I can offer for the.

Athens, Georgia, United States

As the main point of contact to service customer transactions, I am responsible for providing a positive experience that leads to customer satisfaction and product referrals/sales. I process transactions accurately and efficiently while simultaneously introducing products and services that meet the customers' needs and encouraging customers to expand their.

Atlanta, Georgia, United States

Aflac benefits advisors work directly with business owners and HR representatives to plan supplemental insurance coverage and other value-added services for employees. I generate new business opportunities through company leads, networking, referrals and calls. Along with that I conduct meetings with employers to customize programs that help meet their.

Auburn-Opelika, AL

While being a Bank Teller I was tasked with the following: aiding customers in opening, managing and optimizing their bank accounts and other products. I pursued leads and potential customers to expand services and products offered along with providing advisory services for clients regarding available financial services. I referred clients to financial.

Auburn, Alabama

Peer Instructors are who assist course instructors and serve as mentors to business students. Peer Instructors not only assist with in-class instruction but may also lead activities and discussions. As a Peer Instructor, I also play a mentorship role by making myself available to offer in-and out-of-class guidance and support. Being a current Peer.

Guntersville, Alabama

As my third year working for Citizens Bank and Trust, I was offered an additional role and position of Lock Box Operator. While working directly with the Commercial Services Director, I was in charge of payment processing for customers which included businesses. I also was tasked with communicating directly with business customers about their financial.

Guntersville, Alabama

While working as a bank teller for Citizens Bank and Trust, I continued to build on my education and skills of financial services. I was introduced to loan processing and got a behind the scenes look at how a bank/financial institution operates and got to be a part of it. While working as a bank teller I furthered many of my skills which included: customer.

Guntersville High School

This is actually very unique. My hometown bank, Citizens Bank and Trust, put a real bank branch of their bank in our high school and chose students to run it. There was an interview process along with training over the summer. While working as a teller my senior year, I learned all the skills of being a bank teller but more importantly, I received a solid.

Guntersville, Alabama

While working directly under the Child Nutrition Director, I over the course of the summer was a Child Nutrition Summer Feeding Program Officer and a site supervisor which inlcluded all of the following roles and skills: personally communicating with sites to meet their demands for food and activities, order and prepare meals and activities while following.

Guntersville, Alabama

In this position, I gained skills that are vital in today's society. While bagging groceries for customers I learned the valuable skill of customer communication. Where it be from greeting them to seeing if they had any preferences to their groceries or needs.

Advanced Diploma

Incomplete, Junior

Activities and Societies: Lambda Chi Alpha, SGA Lobby Board, OPCD Peer Instructor, Traffic Appeals Board