Amanda Daniel
Maidens,Va
Summary
Dedicated Finance Executive who has achieved 10 years of experience in all areas of finance and investment management. Hands-on leader with strong business acumen and analytical mindset to identify and correct underachieving trends. Gifted in building strong customer relationships with consistency, accuracy and full compliance with regulatory requirements. With a strong passion for success partnered with extensive knowledge in finance, this motivated Banking Professional will be an asset to any team.
Overview
27
27
years of professional experience
Work History
Office manager,Book keeper
Platinum Painting Plus
Goochland Va
05.2007 - Current
- Entered financial data into the company accounting database to be verified and reconciled.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Tracked financial progress by creating quarterly and yearly balance sheets.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Managed and responded to all correspondence and inquiries from customers and vendors.
- Established a QuickBooks accounting system to reflect accurate financial records.
- Communicated with customers to identify and resolve outstanding payments.
- Computed taxes owed by applying prescribed rates, laws and regulations.
Branch Operations Manager
Wells Fargo
Powhatan, VA
02.2021 - 02.2022
- Trained employees on proper procedures and strategies to improve productivity.
- Maintained branch files for major accounts, investments and employees.
- Assessed expansion plans and presented costs to forecast trends and recommend changes.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Completed daily Bank Secrecy Act reports.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Set up and supervised cash shipments.
- Increased client and supplier satisfaction by solving complex issues with efficient resolutions.
- Performed monthly compliance checks.
- Implemented new organizational strategies to strengthen filing systems for billing, receiving and delivery reports to optimize processes.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Maintained friendly and professional customer interactions.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring and termination processes and coaching employees on company protocol and payroll operations.
- Engaged employees in business processes with positive motivational techniques.
- Uncovered and resolved strategic and tactical issues impacting sales management and business operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
- Assessed employee performance and developed improvement plans.
- Gathered and reviewed customer feedback to improve operations.
Licensed Relationship Banker
Wells Fargo
Powhatan, VA
03.2017 - 02.2021
- Successfully completed Series 6, 63, and Insurance State Licensing required for Licensed Relationship Banker role
- Provided notaries to customers and non-customers
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Worked with clients to address and respond to client and partnership management issues.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Liaised with client management to construct financial models based on customer pipeline and revenue ramp assumptions.
- Completed outbound calls to solicit business and revenue for investment and mortgage department.
- Processed wire transfers and other cash requests.
- Partnered and collaborated with Branch Financial Advisor Team to segment customers with over 100,000 in assets
- Worked with Investment Resource Center to service clients with Investment Retirement Accounts
- Opened Certificate of Deposits and IRAs
- Assisted customers with Deposits and withdrawals from IRA accounts
- Created Trust accounts and Estate accounts
- Educated customers on Trust and Estate accounts
- Assisted customers with Home Equity Applications, from start of process to closing, and ensured all documents were signed and notarized correctly to ensure smooth process while working closely with underwriting and customer(s)
- Developed and led team meetings to ensure proper segmentation within branch
- Coached all new Bankers hired in Branch
- Completed all training and state training needed to keep licensing was completed in timely manner
- Worked closely with team to ensure customer Financial success
- Created and closed applications for Auto and Personal Loans, Lines of Credit, and Credit cards
- Accomplished Branch maintained Growth in investment and deposit account customers quarterly
- Assisted tellers with large approvals as needed to manage Bank risk
- Maintained approval limits of 500,000
- Researched, reviewed and evaluated bank customer investment and insurance portfolios.
- Monitored regulatory or tax law changes to achieve fund compliance and to capitalize on development opportunities.
Personal Banker
Wells Fargo
Powhatan, VA
01.2015 - 03.2017
- Promoted financial products by maintaining excellent service offering knowledge.
- Expanded client base by promoting new financial products.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Contacted prospective customers to present service options and explain details.
- Maintained regular contact with clients to inform about transactions and performance.
- Identified customer financial service needs to prepare proposals and sell services.
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Offered competitive commercial banking solutions and retail financing options.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Responded to customer questions and concerns or escalated to supervisor for resolution.
- Developed advanced product knowledge to share current information while generating and delivering products quotes.
- Discussed financial options with clients and provided informed suggestions.
- Worked with clients to provide competitive commercial banking solutions and retail financing plans.
- Achieved consistent recognition as top sales performer.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Created and approved outgoing wires for customers, and ensured information was correct and without risk
- Worked with fraud support to ensure high dollar customer transactions were verified
- Filed UARs and CTRs as needed or acted as approver for high risk transactions
- Supported tellers with balancing teller drawers with cash discrepancies
- Provided support with Operational task with bank as needed
- Completed all training per bank policy and deadlines
- Worked with diverse team to ensure all customer needs were met
- Worked with community to lead and educate small businesses employees, and students within Powhatan County school system on Financial Literacy
- Attended student Orientations at VCU in Richmond VA to assist and educate College students with Wells Fargo Financial Literacy programs to achieve Financial success
Customer Service Representative
Wells Fargo
Glen Allen, Virginia
11.2014 - 01.2015
- Provided primary customer support to internal and external customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing
- Customer needs and resolving concerns.
- Evaluated account and service histories to identify trends, using data to mitigate future issues.
- Preformed approvals for large cash transactions when needed
- Ensured all bank procedures were followed with company policy
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Communicated client satisfaction trends and product usage to marketing, sales and product development groups.
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
Teller
Wells Fargo
Midlothian, IL
08.2013 - 11.2014
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Rapidly and efficiently prepared customer and ATM cash and change orders.
- Organized, stocked and maintained teller window area.
- Handled various accounting transactions.
- Collected member loan payments.
- Sold cashier's checks, traveler's checks and money orders.
- Processed exchange and foreign currency.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Maintained friendly and professional customer interactions.
- Actively participated in Wells at Work program, while working with PB 1, and setting up onsite appointment,s creating 10 new checking accounts
- Achieved bronze and silver status for number of solutions for quarters 1, 2, and 3
Secretarial Assistant
Matt Brotherton
7100 Forest Ave Ste 101 Richmond Va 23226
11.2009 - 03.2012
- Answered and managed incoming and outgoing calls while recording accurate messages.
- Opened and properly distributed incoming mail.
- Completed data entry
- Scanned documentation and entered into the database.
- Obtained scanned records and uploaded them into the database.
- Organized forms, made photocopies, filed records and prepared correspondence and reports.
- Added new material to file records and created new records.
- Assisted with receptionist duties, file organization and research and development.
Fine Jewelry Sales Consultant
JC Penney
1408 N Parham Rd Richmond, Va 23229
02.2011 - 02.2012
- Greeted customers in a timely fashion while quickly determining their needs.
- Recommended merchandise to customers based on their needs and preferences.
- Maintained knowledge of current sales and promotions, policies regarding payment and exchanges and security practices.
- Responded to customer questions and requests in a prompt and efficient manner.
- Contacted other store locations to determine merchandise availability.
- Engaged with customers in a sincere and friendly manner.
- Completed all cleaning, stocking and organizing tasks in assigned sales area.
- Prioritized helping customers over completing other routine tasks in the store.
- Built relationships with customers to increase likelihood of repeat business.
- Contributed to team success by exceeding team sales goals by 25%
Education
High School Diploma -
Hermitage High School
Richmond, VA2003
Skills
- Series 6
- Series 63
- State Insurance Licensed
- Notary Public
- Advanced clerical knowledge
- Accounting systems and software
- Savvy relationship-builder
- Night and safe deposit procedures
- Goal-oriented
- Detail-oriented
- Self-sufficient
- Positive
- Cheerful
- People-oriented
- Excellent time management skills
Timeline
Branch Operations Manager
Wells Fargo
02.2021 - 02.2022
Licensed Relationship Banker
Wells Fargo
03.2017 - 02.2021
Personal Banker
Wells Fargo
01.2015 - 03.2017
Customer Service Representative
Wells Fargo
11.2014 - 01.2015
Teller
Wells Fargo
08.2013 - 11.2014
Fine Jewelry Sales Consultant
JC Penney
02.2011 - 02.2012
Secretarial Assistant
Matt Brotherton
11.2009 - 03.2012
Office manager,Book keeper
Platinum Painting Plus
05.2007 - Current
High School Diploma -
Hermitage High School
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