Amanda Hartwig Smith
Panama City,Florida
Summary
Utilizes strong analytical thinking and interpersonal skills. Equipped with excellent problem-solving abilities, a strong willingness to learn, and exceptional communication skills. Poised to contribute to team success and achieve positive results, while tackling new challenges with dedication and enthusiasm to advance organizational objectives.
Results-oriented Analyst skillful in managing and breaking down large volumes of information.
Overview
22
22
years of professional experience
Work History
Personal Banker III
Cadence Bank
05.2022 - 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.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
- Monitored customer accounts to detect irregularities or suspicious activity.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
- Verified customer identity and reviewed documentation for accuracy.
- Maintained customer records and updated account information.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
- Monitored accuracy of customer information in system.
Financial Relationship Consultant
Regions Bank
03.2021 - 05.2022
- Conducted thorough due diligence on prospective clients, ensuring compliance with regulatory requirements.
- Identified cross-selling opportunities within existing client base, promoting additional products and services as appropriate.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
- Opened, closed, and updated accounts for customers.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Referred customers to other banking departments for specialized services.
- Executed wire transfers, stop payments and account transfers.
Financial Relationship Specialist
Regions Bank
12.2018 - 03.2022
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Processed customer transactions promptly, minimizing wait times.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Educated customers on use of banking website and mobile apps.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
Staff Development Coordinator
Sunrise Community Inc
01.2003 - 11.2018
- Developed and delivered new hire training programs and continuous professional development.
- First Aid, CPR and AED Instructor as well as CPAM and Positive Behavior Support Instructor.
- Helped develop successful recruitment and hiring plans.
- Conducted background checks and drug test during hiring process.
- Created and managed continuous improvement classes and training programs targeted to new employees.
- Implemented effective tracking systems to monitor employee progress within training programs, ensuring timely completion and desired results.
- Collaborated closely with department managers to identify unique training requirements specific to each role within the organization.
- Organized regular staff meetings to discuss progress, address concerns, and celebrate achievements.
- Communicated all learning and performance objectives, schedules, and training assessments to upper management.
- Reviewed and edited all training materials for accuracy and company policy compliance.
Education
GED -
Shaw Adult Center
02-2001
Skills
- Fraud prevention
- Attention to detail
- Interpersonal skills
- Verbal and written communication
- Regulatory compliance
- Analytical thinking
- Records maintenance
- Critical thinking
- Microsoft Office
- Active listening
- Multimedia presentations
- Effective communication
Timeline
Personal Banker III
Cadence Bank
05.2022 - Current
Financial Relationship Consultant
Regions Bank
03.2021 - 05.2022
Financial Relationship Specialist
Regions Bank
12.2018 - 03.2022
Staff Development Coordinator
Sunrise Community Inc
01.2003 - 11.2018
GED -
Shaw Adult Center
Similar Profiles
Melissa WonchMelissa Wonch
LENDING CLOSING SUPPORT SPECIALIST- LARGE LOANS at CADENCE BANKLENDING CLOSING SUPPORT SPECIALIST- LARGE LOANS at CADENCE BANK
Belynda AntonioBelynda Antonio
Part-time Teller at Cadence BankPart-time Teller at Cadence Bank
Mrs. Jamelia M. CrumpMrs. Jamelia M. Crump
ASSISTANT BRANCH MANAGER at Cadence BankASSISTANT BRANCH MANAGER at Cadence Bank