Amanda Green
West Alexandria
Summary
Accomplished Universal Banker at US Bankcorp, adept in cash handling and customer needs assessment, significantly improved client satisfaction through personalized financial solutions. Mentored junior staff, enhancing branch efficiency and compliance. Expert in financial advising and loan origination, I played a key role in achieving sales targets and fostering strong customer relationships.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Universal Banker
US Bankcorp
09.2014 - 07.2024
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
- Balanced teller drawers and ATM cash.
Education
Bachelor of Science - Finance
Purdue Global University
West Lafayette, IN06-2025
High School Diploma -
Twin Valley South High School
West Alexandria, OH06-2002
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Customer needs assessment
- Financial advising
- Loan origination
- Wire transfers
- Financial planning
- Payment processing
- Know your customer
- ATM balancing
- Loan closing
- Consumer banking
Certification
- Notary Public -Ohio Secretary of State or other designated state authority.
- Basic Accounting Skills Certificate – Various accredited educational institutions.
- Digital Banking Certificate – Various accredited institutions and organizations.
Timeline
Universal Banker
US Bankcorp
09.2014 - 07.2024
Bachelor of Science - Finance
Purdue Global University
High School Diploma -
Twin Valley South High School