Amanda Valerio
Santa Clara,NM
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products. Personable New Accounts Representative with 17 years' experience in Banking. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services. Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Personal Banker
WaFd Bank
Silver City, NM
01.2015 - Current
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
Customer Service Representative
WaFd Bank
Silver City, NM
11.2013 - 01.2015
- Updated account information to maintain customer records.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Provided primary customer support to internal and external customers.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Sales and Service Specialist
Bank Of America
Silver City, NM
01.2006 - 11.2013
- Kept senior managers informed about sales activities, current inventory and other metrics via timely reports.
- Handled sales paperwork and payments with high degree of accuracy to minimize recordkeeping errors.
- Called on existing accounts to drive sales through proactive and relationship-driven contact strategies.
- Cross-sold and upsold products to customers based on solid understanding of current and forecasted needs.
- Offered knowledgeable insight into available products and services as well as competitor activities to help consumers make informed decisions.
- Provided exceptional services and pleasant shopping experiences to retail customers.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
Education
Undergrad - Nursing Administration
Western New Mexico University
Silver City, NM 08.2002 - 05.2004
High School Diploma -
Cobre High School
Bayard, NM 08.1999 - 05.2002
Skills
Banking
Certification
NMLSR License - 2015-Present
Timeline
Personal Banker
WaFd Bank
01.2015 - Current
NMLSR License - 2015-Present
01-2015
Customer Service Representative
WaFd Bank
11.2013 - 01.2015
Sales and Service Specialist
Bank Of America
01.2006 - 11.2013
Undergrad - Nursing Administration
Western New Mexico University
08.2002 - 05.2004
High School Diploma -
Cobre High School
08.1999 - 05.2002