Amanda Chavez
Branch Banker
La Feria,Tx
Summary
Accomplished Branch Banker and Client Retention specialist with a proven track record at PNC Bank and Spectrum. Excelled in financial planning and customer relationship management, enhancing client retention rates significantly. Demonstrated exceptional problem-solving and teamwork abilities, achieving and surpassing performance goals through strategic financial solutions and personalized service.
Professional banker with strong background in financial services and customer relationship management. Proven ability to deliver high-impact results through effective team collaboration and adaptive problem-solving. Expertise in client consultations, account management, and risk assessment. Reliable, flexible, and focused on achieving organizational goals.
Overview
12
12
years of professional experience
Work History
BRANCH BANKER
PNC BANK
01.2018 - Current
- Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
- Optimized branch performance by analyzing key metrics and implementing targeted action plans.
- Improved customer satisfaction by providing personalized banking solutions and efficient service.
- Mentored junior bankers, fostering professional growth and development through coaching sessions.
- Ensured compliance with bank policies and regulatory requirements to maintain a secure environment.
- Built strong rapport with clients for long-lasting relationships by understanding their financial goals and recommending suitable solutions.
- Achieved performance goals regularly by monitoring progress towards sales targets and implementing strategies to maximize branch revenue generation.
CLIENT RETENTION
SPECTRUM
09.2012 - 12.2017
- Developed strong rapport with clients, enhancing overall service quality and client retention rates.
- Improved client retention by providing personalized attention and care during their visits.
- Boosted client retention rates by providing exceptional customer service during stressful situations.
- Resolved customer issues promptly and professionally, leading to increased client retention rates.
Education
High School Diploma -
La Feria High School
La Feria, TX06-2008
Skills
- Loan processing
- Financial planning
- Branch operations
- Transaction monitoring
- Customer relationship management
- Loan origination
- BSA compliance
- Financial regulatory compliance
- Teamwork and collaboration
- Problem-solving
- Critical thinking
- Organizational skills
Accomplishments
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Repeatedly commended by superiors for excellent customer service and teamwork.
Languages
Spanish
Full Professional
Timeline
BRANCH BANKER
PNC BANK
01.2018 - Current
CLIENT RETENTION
SPECTRUM
09.2012 - 12.2017
High School Diploma -
La Feria High School