Amanda Sanichar

• Provided customer service to bank clients, answering inquiries and resolving complaints.
• Developed financial plans for customers based on their individual needs.
• Advised customers on various banking products and services such as loans, investments, and credit cards.
• Monitored changes in regulations affecting banks and updated policies accordingly.
• Verified customer identity using government-issued identification documents.
• Investigated fraudulent activities by analyzing account transactions and identifying suspicious patterns.
• Generated monthly reports detailing performance metrics for senior management review.
• Participated in community outreach events to promote awareness of the bank's services.
• Assisted customers by answering banking questions and recommending solutions.
• Helped customers understand and use mobile applications and online banking.
• Modified, opened and closed customer accounts.
• Put together and executed loan documents.
• Grew business banking relationships through proactive outreach.
• Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.

• Identified financial needs of customers and presented appropriate product and service options.
• Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
• Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
• Modified, opened and closed customer accounts.
• Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
• Opened and serviced accounts within authorized limits.
• Processed maintenance, operations and correspondence for new and existing accounts.
• Advised customers on bank products, services and financial planning options.
• Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
• Complied with security procedures and protocols when opening and closing bank vault.
• Suggested tactics to improve banking functions and products.

Fosters a positive environment where all are encouraged to challenge themselves to meet goals, to be accountable and take ownership of responsibilities and projects.

• Models the sales and service standards in the branch and ensures that employees are trained and motivated toward achieving the standards. Meets or exceeds all customer experience, sales, and financial goals through employee skills and results coaching.

• Cultivates sales opportunities through networking, relationship building, digital networking and outside sales calls. Participates in local events and is highly visible within the community.

• Maintains regular, documented external business development activities with calls/visits to prospects, existing customers and centers of influence.

• Takes responsibility for ensuring that the customer consistently receives a World Class Customer Experience with every branch staff interaction whether in person, over the phone or through digital channels. Assumes responsibility and performs duties in all branch positions as needed.

• Working with Assistant Manager where applicable as well as branch staff, is ultimately responsible for maintaining the operational integrity of the branch. Ensures proper controls are maintained over all branch operational processes and regulatory requirements including Security, Compliance, and Retail Banking Policy & Procedures.

• Holds regular sales and operational meetings. Ensures new and/or changes to policies and procedures are communicated to branch staff.

• Actively demonstrates technology and self-service channels with new and existing customers promoting ATM, online banking and mobile banking alternatives.

• Proactively identifies, reports and resolves customer issues to ensure a positive customer experience from the identification of a customer issue through resolution and actively promotes programs that solidify the customer relationship.

• Selects and develops quality employees. Develop branch staff through observational coaching sessions and joint sales calls. Leads by example, inspires confidence, respect, loyalty, and ensures a positive team environment among staff.

• Respects, promotes, and values diversity and works with flexibility based on the customer’s needs.

• Display a high level of professionalism, adhere to dress code policy, treat all people with dignity and

respect, and perform in an ethical manner in all transactions and interactions.

• Originated loans and assisted senior-level credit officers with complex loan applications.

• Performed opening and closing duties as part of management team and handled cash management.
• Followed safety protocols and company processes and procedures.
• Executed targeted merchandising and promotional plans to meet department sales goals.
• Grew department's team and technical capabilities with hiring and training of talented individuals.
• Worked closely with sales associates to complete tasks.
• Utilized excellent math skills to maintain accurate inventory levels.
• Kept department on-target to meet sales and profit objectives by minimizing waste and pursuing revenue generation opportunities.
• Balanced workloads to meet targets without overtaxing employees.
• Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
• Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
• Planned and led team meetings to review business results and communicate new and ongoing priorities.