Amber McWhirter
Mint Hill,NC
Summary
Highly motivated and customer focused banker with 18 years of experience in delivering exceptional service. Proven ability to build strong client relationships, identify financial needs. Effectively teach bank employees about banking products, services, procedures,and regulations, while also adapting to their approach to different learning styles and ensuring the trainees retain the information.
Overview
19
19
years of professional experience
Work History
Financial Specialist
Pinnacle Financial Partners
Harrisburg , NC
11.2018 - Current
- Process customer transactions, including deposits, withdrawals, payments, and transfers, while ensuring accuracy and compliance with bank policies.
- Handle cash balancing and drawer reconciliation at the end of each shift to maintain accurate records.
- Provide exceptional customer service, answering inquiries, and offering tailored financial solutions.
- Promote and explain bank products and services, including checking and savings accounts, credit cards, and loan options.
- Assist customers with troubleshooting account issues, fraud prevention measures, and online banking inquiries.
- Follow security protocols to detect and prevent fraudulent transactions, identity theft, and check-cashing risks.
- Support the branch team with administrative tasks, filing, and data entry as needed.
- Collaborate with colleagues and management to ensure seamless daily branch operations.
- Preparing reports, supporting audit requests, and maintaining accurate records.
- Responsible for training new hires within the region.
Personal Banker
First National Bank Of Pennsylvania
Huntersville , North Carolina
02.2018 - 11.2018
- Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
- Conducted account openings and closings for clients.
Head Teller
Bank Of The Carolinas
Harrisburg
02.2007 - 01.2018
- Balanced daily transactions to ensure accuracy of account information.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
- Ensured proper handling of cash drawer limits according to bank policy.
- Identified customer needs and provided appropriate banking services.
- Balanced bank's vault of daily cash for withdrawals and deposits.
Education
Some College (No Degree) -
Central Piedmont Community College
Charlotte, NCHigh School Diploma -
Independence High School
Mint Hill, NC06.2002
Skills
Customer service
Financial analysis
Cash handling
Regulatory compliance
Overseeing daily branch operations
Attention to detail
Strong communication
Training of new hires
Accomplishments
- First within Pinnacle Financial Partner’s history to lead my team to a perfect 100 Audit score in 2021.
Timeline
Financial Specialist
Pinnacle Financial Partners
11.2018 - Current
Personal Banker
First National Bank Of Pennsylvania
02.2018 - 11.2018
Head Teller
Bank Of The Carolinas
02.2007 - 01.2018
Some College (No Degree) -
Central Piedmont Community College
High School Diploma -
Independence High School