LaTrenda Hicks

Experience

• 

  Bank of America

  Mar 1990 - Jun 1997

  Private Bank Associate
• 

  Wachovia Bank

  Jan 1997 - Jan 2011

  • Provided exceptional sales and customer support for Government and Institutional Banking clients in the GIB-South market.• Supported two Relationship Managers with business development activities as well as operational and administrative responsibilities. • Coordinated with internal teams to collect data required for sales presentations, product implementation, loan/bond closings and new product sales. • Served as primary contact and central information source for customers following initial transactions and played a key role in ongoing customer satisfaction to ensure business retention. • Capitalized on sales opportunities associated with servicing customers by seeking to provide solutions for current and potential customer problems, concerns or needs. • Worked with the Relationship Managers to cross-sell bank products to customers that represented the best interest of both the bank and customer. Show less • Provided high quality customer service including directing phone calls to the appropriate people and provided solutions for customer issues and concerns.• Delivered operational support consisting of loan document preparation, opening and closing of accounts and ensuring proper protocol was followed to preserve data integrity and for audit purposes. • Informed clients of various promotions and product offerings. • Sorted mail and provided other administrative support to ensure the office functioned efficiently and effectively. Show less

  • Relationship Associate- Government and Institutional Banking

    Jan 2009 - Jan 2011

  • Client Management Associate - Wealth Management

    Jan 1997 - Jan 2009
• 

  Wells Fargo Private Bank

  Jul 1997 - now

  Sr. Client Associate/Bank Officer

  • Preparation of loan documents and other operational tasks including opening and closing accounts.• Handling customer communication such as greeting clients upon arrival to the office, sorting mail and directing phone calls to the appropriate person. • Performing sales calls to discuss various promotions with clients. • Responsible for executing monthly wire audits to ensure the team performs well on audits. • Assisting clients with account related issues while delivering the highest quality service to all clients.• Proficient with bank systems and applications including Account Analysis, Commercial Loan Accounting System and others. Show less