Amanda Belew

• Opening and servicing consumer and business deposit accounts, supported loan applications, and preparing documentation to support advisor-led investment and planning discussions.
• Explaining loan terms, interest rates, disclosures and repayment options clearly to clients, ensuring strong understanding of obligations and benefits.
• Educating clients on available banking, digital, and advisory services, reinforcing the value of working with a financial advisor for comprehensive financial planning.
• Supporting advisors by gathering client information, maintaining accurate records, and following up on action items to ensure timely and compliant service delivery.
• Building trusted relationships through proactive outreach, issue resolution, and consistent follow-through, contributing to client retention and growth of advisor-managed relationships.
• Maintaining strict adherence to bank policies, regulatory requirements, and confidentiality standards while working within a team-based advisory environment.
• Conducting client consultations to understand short- and long- term financial goals, recommending appropriate deposit, lending, and advisory solutions in collaboration with others.

• Supported sales and service delivery within the branch by building and expanding banking relationships through proactive customer outreach and consultative service.

• Engaged customers in meaningful conversations to assess financial needs and recommend appropriate banking solutions, including deposit accounts, small loans, ancillary products, and digital banking services.

Teal

• Opened new accounts, processed transactions, and fulfilled account servicing requests accurately and efficiently.

Teal

• Educated clients on bank products and services, helping increase awareness and adoption of value-added tools such as online and mobile banking.

Teal

• Identified opportunities for additional financial solutions and referred customers to the appropriate bank partners or specialists to meet their needs.

Teal

• Built rapport with clients by demonstrating professionalism, excellent interpersonal communication, and service-oriented problem solving.

• Delivered exceptional front-line customer service by handling daily banking transactions, resolving account inquiries, and building trusted client relationships.
• Identified customer needs through consultative conversations and recommend appropriate banking products, including checking and savings accounts, credit cards, and consumer lending solutions.
• Processed and supported loan and credit applications accurately, ensuring compliance with bank policies, regulatory requirements, and internal procedures.
• Supported branch sales goals by proactively cross-selling financial products and referring clients to specialized partners when appropriate.
• Maintained accuracy, security, and confidentiality while balancing transactional excellence with sales performance in a fast-paced banking environment.

• Lead and managed daily branch operations, driving performance in consumer lending, customer service, sales growth, and portfolio quality while ensuring compliance with company policies and regulatory requirements.
• Overseen the origination, underwriting, and servicing of consumer loans, including personal, auto, and specialty lending products, ensuring sound credit decisions and risk management.
• Recruited, trained, coached, and developed branch staff, setting clear performance expectations and fostering a high-performance, customer-focused culture.
• Monitored branch financial results, delinquency, and collections activity, implementing strategies to improve profitability, loan quality, and customer retention.
• Built and maintained strong relationships within the local community to generate referrals, expand market presence, and support branch growth initiatives.

• Participated in a structured Branch Manager Trainee program designed to develop expertise in consumer lending, underwriting, servicing, and collections.
• Assisted with loan origination and credit decisions, ensuring compliance with company policies and regulatory standards.
• Supported daily branch operations, including customer service, cash handling, and administrative functions.
• Learned to analyze portfolio performance, delinquency trends, and sales results to support branch profitability.
• Developed leadership and coaching skills by assisting with staff training, sales initiatives, and performance management.

• Originated, processed, and serviced consumer loan applications, including personal and auto loans, by evaluating credit, verifying documentation, and making sound lending recommendations.
• Built and maintained strong customer relationships through consultative needs assessments, clear communication of loan terms, and exceptional service throughout the loan lifecycle.
• Supported branch sales and growth objectives by proactively identifying new lending opportunities, cross-selling additional products, and generating repeat business.
• Managed loan portfolios by monitoring payment activity, assisting with collections and delinquency resolution, and promoting responsible repayment solutions.
• Ensured compliance with company policies, state and federal regulations, and internal controls while maintaining accurate loan documentation and records.