Aniyah Jones
Philadelphia
Summary
Experienced Senior Relationship Banker with a strong background in personal and business banking, lending, and client relationship management. Proven success in driving deposit growth by $250k every quarter, generating new business through networking events, and delivering tailored financial solutions that meet client needs and exceed performance goals.
Overview
8
8
years of professional experience
Work History
Senior Relationship Banker
Truist Bank
PA
02.2019 - Current
- Serve as a trusted banker to a portfolio of high-value clients with combined assets exceeding $1mm, delivering personalized banking, credit, and lending solutions that enhances retention and profitability.
- Maintain 100% audit accuracy by ensuring all transactions and account openings adhered to regulatory standards.
- Provide concierge-level service to priority clients, ensuring confidentiality, accuracy, and proactive financial guidance while meeting the unique needs of individuals and small business owners.
- Cultivated and maintained relationships with affluent clients and business owners, achieving a 95% retention rate and generating consistent growth in deposits, lending, and investment referrals.
Universal Banker
Trumark Financial Credit Union
PA
01.2018 - 02.2019
- Supported the financial needs of high-value clients with a focus on confidentiality, accuracy, and compliance with bank policies and regulatory requirements.
- Built and maintained relationships with high-value clients and small business owners, delivering personalized banking solutions and ensuring exceptional service across deposits, loans, and credit products.
Education
Bachelor of Science - Business Management
Cabrini University
Radnor, PASkills
- Client Relationship Management
- Business Lending
- Deposit Growth Strategies
- Leadership & Mentorship
Skills And Abilities
Managed a portfolio of 300+ clients, maintaining a 95% client retention rate through proactive service and personalized financial solutions., Supported origination and funding of $2M+ in small business loans annually, assisting clients with credit analysis and documentation., Grew branch deposits by $1.5M within 12 months through cross-selling and community outreach initiatives., Trained and coached 5+ junior bankers, improving team productivity and sales conversion rates by 30%.
Leadership Experience
Cyber Security Champion for Truist Bank, King of Prussia, PA, Once a week I meet with my team to promote security awareness and policy adherence.
Timeline
Senior Relationship Banker
Truist Bank
02.2019 - Current
Universal Banker
Trumark Financial Credit Union
01.2018 - 02.2019
Bachelor of Science - Business Management
Cabrini University