carly houck
@carlyhouck
I’m a services representative specializing in deposits, lending, and real estate loans to grow relationships.
United StatesWhat I'm looking for
I help drive growth by prospecting consumer and business clients through cold calls, walk-ins, and ongoing outreach, while maintaining strong relationships through quarterly account reviews. I partner across Wealth, Merchant, and Treasury to cross-sell effectively and keep my scorecard goals moving—consistently hitting 150%+ monthly quotas.
My focus spans deposits and lending, including real estate loans such as HELOCs, HELOANS, and in-branch mortgages. I’ve also delivered measurable results—top 10 out of 200 peers nationwide, top 3% in 2025, and a 95% satisfaction score on client surveys from my earlier Relationship Banker experience, plus experience evaluating and approving PPP (Pandemic Assistance) business loans as a Loan Analyst.
Experience
Work history, roles, and key accomplishments
Prospected and cross-sold to consumer and business clients through cold calls, walk-ins, and external outreach while managing quarterly account reviews across Wealth, Merchant, and Treasury. Consistently exceeded monthly quotas (150%+) and ranked in the top 10 nationally and top 3% in 2025.
Developed and maintained client relationships beyond account openings and transactions, driving cross-selling at the teller line and platform. Managed large cash and currency handling and maintained a 95% client satisfaction score on post-meeting surveys.
Evaluated, authorized, and approved Pandemic Assistance business loans (PPP Loans). Provided customer service support to business owners during the loan process.
Education
Degrees, certifications, and relevant coursework
Augusta University - James M. Hull College of Business
Bachelor of Business Administration in Finance, Finance
2016 - 2020
Grade: Overall GPA: 3.9
Activities and societies: Real Estate Club; Dean’s List
Earned a Bachelor of Business Administration in Finance at Augusta University (James M. Hull College of Business) from 2016 to 2020.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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