Summary
Overview
Work History
Education
Skills
Timeline
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Amanda Lawson

Shelby,OH

Summary

Experienced with financial advising, customer service, and sales. Utilizes expertise in banking products to identify and address client needs. Track record of building strong client relationships and ensuring client satisfaction through effective communication and problem-solving.

Overview

10
10
years of professional experience

Work History

Personal Banker

KeyBank
12.2022 - Current
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
  • Conducted regular portfolio reviews with clients, aligning financial strategies with changing needs and goals.
  • Increased branch revenue by cross-selling banking products tailored to individual client needs.

BRANCH BANKING ASSOCIATE

PNC
03.2020 - 12.2022
  • Provide good customer service
  • Receive deposits, loan payments, cash checks, and issue withdrawals
  • Record night and mail deposits
  • Verifying customers
  • Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
  • Increased cross-selling opportunities through proficiently identifying client needs and recommending appropriate financial products.
  • Open new accounts, wire transfers, person loans, credit card applications, Referrals for mortgage and investments
  • Balancing cash at the end of every day

E-COMMERCE SPECIALIST

S&A ENTERPRISES LLC
01.2015 - 02.2020
  • Co-owned E-Commerce online sales business
  • Oversaw all the customer service for our company, all communication with customers, including setting up returns and giving them return labels
  • Used Google-Excel daily to record all our sales
  • Packaged and shipped our products that were sold
  • Delivered prompt and courteous service.

Education

ASSOCIATES DEGREE - EARLY CHILDHOOD EDUCATION

NORTH CENTRAL STATE COLLEGE
Mansfield
05.2011

Skills

  • Microsoft office/excel
  • Cash handling
  • Cross-selling products
  • Communication Skills
  • Client relationship management
  • Financial needs assessment
  • Problem solving
  • Fraud prevention

Timeline

Personal Banker

KeyBank
12.2022 - Current

BRANCH BANKING ASSOCIATE

PNC
03.2020 - 12.2022

E-COMMERCE SPECIALIST

S&A ENTERPRISES LLC
01.2015 - 02.2020

ASSOCIATES DEGREE - EARLY CHILDHOOD EDUCATION

NORTH CENTRAL STATE COLLEGE

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Amanda Lawson