Tzeira Fortune is a highly motivated professional with over eight years of experience in finance and client services seeking a position to assist with budget planning, marketing, and other financial and administrative aspects to maximize profits and mitigate risks. She displays outstanding interpersonal skills and experience working with diverse communities to boost teamwork. Her areas of expertise include strategic planning, client retention, financial analysis, and operations support. She has a history of success in her roles at Branch Banking & Trust Company, where she increased investment revenue, mentored bankers, and led a team of tellers into success.
1. TZEIRA A. FORTUNE
3417 Spendthrift Drive Apt 507 │ Henrico, VA 23294
(804) 305-1689 │ tzeira.fortune@outlook.com
Highly self-motivated and goal-driven professional with over eight years’ of experience in finance and client service.
Looking to assist the director/team in the matter of budget planning, marketing, and several other financial and
administration aspects to ensure to maximize profits and mitigate risks throughout the company. Display outstanding
interpersonal skills, experience working with diverse communities, boost effective teamwork synergies with colleagues in
achieving promises. Proficient in PC Operating Systems, Microsoft Office, Outlook, SharePoint, Salesforce, and Adobe.
AR E A S O F S TR E N G TH A N D E XP E R TI S E
Strategic Planning/Analysis
Client/Business Retention
Organizational Leadership
Staff Recruitment & Retention
Management
Financial Analysis
Operations Support
Technical Assistance
Portfolio Management
Organizational
Development
Orientation/Onboarding
Training/Advising
P R O F E S S I O N A L E XP E R I E N C E
BRANCH BANKING & TRUST COMPANY, Richmond, Virginia 2007 –
Present
Commercial Sales Assistant
Assist in general portfolio management focusing on quality and growth while providing superior client service.
Reviewed at least ten commercial loan portfolios in a week time span. Consult with business owners and relationship
managers to determine financial goals for their business and proactively look for ways to ensure growth. Provide a wide
variety of business data gathering and analysis to ensure client’s financial needs are met through various products
offered. Produced reports on research results and implemented spreadsheets and statistical software to analyze data.
Assist in deposit acquisition through in depth understanding of business deposit products and commercial loans.
Branch Banker
Increased investment and wealth revenue by more than 15% for the Central Virginia region in the first quarter of 2015.
Performed initial analysis of business and retail financial statements to submit the inquiry to the proper department.
Prospected for new retail and commercial clientele in order to assist clients in reaching financial success. Mentored and
educated current and upcoming bankers on regulatory changes and current banking laws and regulations within the
Central Virginia region. Acted as the liaison between private advisors and affluent client to build a strong relationship
foundation. Exceled as a top performer in the Central Virginia region for the Branch Banker position
Relationship Teller
Remained abreast to regulatory changes and current banking laws and regulations all while being able to multi-task and
perform tow roles within one job title. Proactively contacted over 50 clients daily to identify additional financial needs,
while assisting the branch manager with loans and day to day branch functions. Performed basic and complex
transactions on the teller line, as well as, profiling new and existing retail and commercial clients for additional products
and services to meet their needs.
Teller Supervisor
Led a diverse team of tellers into success within the branch and assisted with increasing the financial institution’s bottom
line. Promoted team building and employee moral within the branch and the region. Utilized customer service and
conflict resolution strategies to maintain relationships and build rapport with employees, clientele, executives, and the
community. Performed monthly audits on tellers to ensure the team remained in compliance. Collaborated with the
branch manager to find ways to strengthen the team and build revenue.
Senior Teller
Served as the vault teller, which involved forecasting weekly cash flow to ensure proper ordering and shippingof
currency on a weekly basis. Trained and mentored new hire tellers in the Central Virginia region on how to be effective in
2. their role and educated them on how to keep up on regulatory changes and banking laws and regulations. Demonstrated
consistency with processing transactions accurately, while delivering exceptional client service to each and every client.
E D U C A TI O N & CE R TI F I C A TI O N
Master of Business Administration, Business Administration
University of Phoenix, Richmond, Virginia, 2014
Bachelor of Science, General Sciences
Virginia Commonwealth University, Richmond, Virginia, 2011
Virginia Notary Public
(Commission expires June 30, 2016)