Amber Davis
Hot Springs,AR
Summary
Dependable Client Relationship Consultant with track record of success in field, attention to detail and proactive mindset. Seeks opportunities to improve processes and workflows for team benefit. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
13
13
years of professional experience
Work History
Client Relationship Consultant 2
U.S. Bank
Hot Springs, AR
11.2022 - Current
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
- Helped customers understand and use technical tools such as mobile applications and online banking.
- Conducted outbound calls to follow up on leads generated from marketing campaigns.
- Sold, upsold and cross-sold products to bank customers to achieve revenue targets.
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Assisted customers with online banking setup and troubleshooting issues.
- Provided customer service to clients by answering questions, resolving complaints and processing transactions.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Help conducte observations for branch manager.
- Help develop and maintained schedule for branch manager.
Service Representative
State of Arkansas
Hot Springs, AR
09.2021 - 11.2022
- Responded to customer inquiries regarding DMV services and policies.
- Verified accuracy of information on documents submitted by customers.
- Maintained records of all transactions in a secure database.
- Assisted customers with payment methods such as cash, check, credit card, or money order.
- Ensured compliance with federal and state laws governing motor vehicle regulations and licensing requirements.
- Processed applications for driver's licenses, vehicle registrations, title transfers, and other related documents.
- Inspected paperwork for completeness, accuracy, and compliance with state regulations.
- Performed data entry tasks to update customer accounts and maintain database records.
Financial Counselor
Diamond Lakes Federal Credit Union
Hot Springs, AR
11.2020 - 09.2021
- Educated clients on the importance of having an emergency fund in case of unexpected expenses.
- Provided guidance on creating a plan to pay off high-interest debts first while still contributing towards savings goals.
- Analyzed client's credit reports and identified areas where they could improve their scores.
- Created individualized budgets for clients to help them become financially stable over time.
- Conducted comprehensive financial assessments with clients to identify their current financial situation and develop appropriate action plans.
- Recommended resources such as local non-profit organizations or government assistance programs where applicable.
Young Professional Delegate
Cornerstone
Hot Springs, AR
01.2020 - 09.2021
- Assisted in the coordination of logistics for delegate events such as conferences, workshops, seminars.
- Coordinated and prepared agendas, travel itineraries and other materials for meetings with delegates.
- Created presentations or documents related to delegate activities for internal or external use.
Member Service Representative
Diamond Lakes Federal Credit Union
Hot Springs, AR
04.2018 - 09.2021
- Assisted customers by answering banking questions and recommending solutions.
- Modified, opened and closed customer accounts.
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
Relationship Specialist
Regions Bank
Hot Springs, AR
06.2015 - 04.2018
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Ordered and disbursed coin and currency to keep vault balanced and supply branches, banks and customers.
- Maintained accurate teller drawer using high attention to detail while handling customer bank transactions.
Relationship Specialist
Regions Bank
Rogers, AR
03.2011 - 06.2015
- Maintained confidentiality of bank records and client information.
- Built and maintained client relationships through quality, personalized interactions.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Delivered exceptional service to customers in person or over telephone.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Prepared and securely shipped excess coin and currency to Federal Reserve Bank or correspondent banks, balanced completed work and compiled inventory reports.
- Complied with vault procedures and controls and cross-trained other staff members in vault processes to verify consistent services.
- Maintained accurate teller drawer using high attention to detail while handling customer bank transactions.
Education
Certified Credit Union Financial Counselor - Finance
Cornerstone
Malvern, AR11-2020
High School Diploma -
Lake Hamilton
Pearcy Arkansas05-2008
Skills
- Financial Advising
- Branch operations
- Financial Planning
- Customer Needs Assessment
- Information Security
References
References available upon request.
Timeline
Client Relationship Consultant 2
U.S. Bank
11.2022 - Current
Service Representative
State of Arkansas
09.2021 - 11.2022
Financial Counselor
Diamond Lakes Federal Credit Union
11.2020 - 09.2021
Young Professional Delegate
Cornerstone
01.2020 - 09.2021
Member Service Representative
Diamond Lakes Federal Credit Union
04.2018 - 09.2021
Relationship Specialist
Regions Bank
06.2015 - 04.2018
Relationship Specialist
Regions Bank
03.2011 - 06.2015
Certified Credit Union Financial Counselor - Finance
Cornerstone
High School Diploma -
Lake Hamilton