Summary
Overview
Work History
Education
Skills
Work Availability
Timeline

Amanda Stevens

Goodyear,AZ

Summary

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Overview

7
7
years of professional experience

Work History

Sr. Treasury Management Sales Analyst

Umpqua Bank (formerly Columbia Bank)
12.2018 - Current
  • Managing treasury management service agreements for service implementation and providing other client-facing sales related documentation to assist Sales Consultants.
  • Responsible for monitoring service after sale and resolution of problems; billing issues, assisting clients in navigating the bank by liaising with Treasury Management Support, Account Analysis, and other partner teams to provide prompt solutions.
  • Develop strong relationships with clients, ensuring their needs are met and promoting additional services to enhance day-to-day online banking needs.
  • Facilitated cross-functional collaborations, working closely with commercial, implementation, and training teams to ensure cohesive strategies and shared goals.

Personal Banker

Columbia Bank
10.2017 - 12.2018
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for clients.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Cross-sold bank products and services to meet customer needs and provide options.

Teller

Community 1st Credit Union
05.2017 - 10.2017
  • Managed high-volume transactions efficiently while maintaining attention to detail and ensuring accurate processing for members.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.

Education

High School Diploma -

Ingraham High School, Seattle, WA
06.2014

Skills

  • Treasury Management
  • Relationship Building
  • Account Servicing
  • Problem Solving
  • Solution Implementation
  • CRM Management - Salesforce/ServiceDesk
  • Google Workspace
  • Microsoft Office
  • Communication
  • Customer Service
  • Attention to Detail
  • Teamwork

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Sr. Treasury Management Sales Analyst - Umpqua Bank (formerly Columbia Bank)
12.2018 - Current
Personal Banker - Columbia Bank
10.2017 - 12.2018
Teller - Community 1st Credit Union
05.2017 - 10.2017
Ingraham High School - High School Diploma,

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Amanda Stevens