Vanessa Hodgeman

• Served as a trusted advisor to clients, offering guidance on complex financial matters and life events.
• Maintained compliance with regulatory requirements through diligent monitoring of transactions and documentation.
• Developed tailored financial plans for clients by conducting thorough assessments of their financial situations.
• Contributed to the growth of the branch''s assets under management through effective business development efforts.

• Advised customers on bank products, services and financial planning options.
• Modified, opened and closed customer accounts.
• Completed thorough and accurate documentation for money movements, deposits or withdrawals.
• Adhered to bank and legal guidelines for reporting, loan approvals, and money handling.
• Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
• Reduced bank losses by setting successful risk management policies.
• Handled portfolio of customers and reviewed accounts for signs of discrepancies, fraud or non-payment issues.
• Made continuous business adjustments to improve branch operations.
• Compiled information on new accounts, entering into computers and filing related forms and other documents.
• Responded efficiently to customer queries and complaints to find solutions and diffuse tension.
• Interacted with prospects by asking appropriate open-ended questions to better understand products and services required.
• Executed wire transfers of funds in compliance with banking best practices.
• Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
• Identified which company offerings would best meet customer needs and provided additional details about pricing, support, shipping and maintenance.

Skills in current role: *advanced customer service*ability to proactively work in a fast-paced environment*knowledge of all bank products*ability to assist with technology *strong organizational skills*strong communication skills *Proven results in exceeding goals in results driven environment *Ability to problem solve and create solutions*Displays passion and commitment

For the last four years I have worked for Bank of America. I started as a bank teller and within less then a year I was promoted to a Relationship Banker, A year later I was promoted to a Relationship Manager, This is my current position with the company and I take pride in efficiently minimizing risk and helping my clients reach their financial goals.

I had the privilege of working at In N out for 7 years and enjoyed being able to establish a high level of customer service. I was promoted seven times while working with the company and was an assistant manger at the time of changing careers.