Amanda Allen
Summary
Results-driven professional with a proven track record, recognized for fostering positive workplace relationships and delivering exceptional customer support. Expertise in strategic development and client relationship management has led to consistent success in exceeding quarterly goals. Proficient in business and consumer lending, demonstrating strong sales leadership while ensuring regulatory compliance.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Educational Employees Credit Union
08.2022 - Current
- Coordinate team efforts in the branch.
- Expanded client base by adding new members.
- Executed loan financing strategies to support various customer borrowing needs.
- Facilitated product cross-selling to increase sales.
- Enhanced member satisfaction through effective problem resolution.
- Directed daily activities of the branch.
Financial Service Representative II
Educational Employees Credit Union
09.2021 - 08.2022
- Establishing New Memberships
- Completing Loans
- Cross Selling Products and Services
- Member Service
- Contributing to a positive work environment.
- Financial Literacy
Branch Service Manager
Union Bank
Tulare, CA
07.2017 - 08.2021
- Directed operational activities.
- Reviewed delegates' performance annually.
- Facilitated enhanced product knowledge sessions for staff.
- Managed branch opening and closing procedures effectively.
- Aligned risk mitigation strategies with organizational goals.
- Maintained high standards of service satisfaction.
Senior Relationship Banker
Union Bank
Tulare, CA
04.2015 - 07.2017
- Conducted both warm and cold outreach to customers regarding available products and services.
- Provided motivation to the team, driving achievement of set quarterly targets.
- Met targets for consumer loans, business loans, and credit cards.
Branch Service Officer
Union Bank
Visalia, CA
11.2013 - 04.2015
- Opened new accounts while fostering stronger client relationships.
- Managed customer outreach report concerning Regulations
- Managed cash replenishments and secured operations of ATMs.
- Processed payments and maintained precise cash balances.
- Led promotional campaigns to achieve targeted objectives.
- Facilitated monthly discussions to address risk factors.
Senior Relationship Banker
Union Bank
Visalia, CA
01.2010 - 11.2013
- Established and maintained ongoing relationships of strong rapport and trust with clients
- Anticipate client’s current and future needs while maintaining sales integrity with each customer providing valuable services
- Ensuring customer service, focused on customer retention and deepening customer relationships
- Supervising both the platform and operations
- Continue product knowledge with staff and motivating staff to achieve quarterly goals
Senior Customer Sales and Service Associate
Union Bank
Visalia, CA
07.2006 - 01.2010
- Contributed to team development by assisting Manager with staff coaching and training.
- Handled customer issues efficiently and professionally.
- Enhanced sales referrals through effective leadership.
- Oversaw cash orders and shipments.
Education
Associate of Arts - Sociology
College of The Sequoias
Visalia, CA08-2022
Skills
- Regulatory Adherence
- Strategic Development
- Foster Positive Workplace Relationships
- Delivering Quality Customer Service
- Effective Written Communication
- Sales Leadership
- Business and Consumer lending
- Client Relationship Development
Affiliations
- Tulare Chamber Ambassador
Certification
- Leadership Academy
Timeline
Assistant Branch Manager
Educational Employees Credit Union
08.2022 - Current
Financial Service Representative II
Educational Employees Credit Union
09.2021 - 08.2022
Branch Service Manager
Union Bank
07.2017 - 08.2021
Senior Relationship Banker
Union Bank
04.2015 - 07.2017
Branch Service Officer
Union Bank
11.2013 - 04.2015
Senior Relationship Banker
Union Bank
01.2010 - 11.2013
Senior Customer Sales and Service Associate
Union Bank
07.2006 - 01.2010
Associate of Arts - Sociology
College of The Sequoias
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