TruistSenior Relationship Manager
Jun. 2017 - Jan. 2024Hialeah Gardens, Florida, United States• Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
• Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
• Modified, opened and closed customer accounts.
• Handled a portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
• Advised customers on bank products, services and financial planning options.
• Established new customer accounts including checking, savings, lines of credit and loans.
• Follow BSA policies
• Covered teller line when necessary/ Audit teller cash boxes