AMY HAGAN
Ooltewah,TN
Summary
Dynamic professional with extensive experience at Tri Counties Bank, excelling in customer service and process improvement. Proven ability to enhance client satisfaction through effective communication and training program development. Dependable professional with track record of success in field, attention to detail and proactive mindset. Conscientious, hardworking and excels at multitasking in fast-paced environments.
Overview
23
23
years of professional experience
Work History
Legal Secretary
Petrusha Law
Eureka, CA
03.2017 - 07.2025
- Drafted legal documents for estate planning, including wills and trusts.
- Managed case files through practice management software (MyCase).
- Prepared outgoing correspondence and client communications to ensure timely client engagement.
- Maintained company website and social media accounts to strengthen online visibility.
Senior Banker
Tri Counties Bank
Eureka, CA
11.2009 - 03.2017
- Provided financial advice while managing account openings, loans, and customer inquiries to enhance client satisfaction.
- Addressed customer concerns, leveraging product knowledge to improve customer experience.
- Supported branch manager in operations, ensuring compliance with banking regulations and operational efficiency.
AVP Training Officer
Tri Counties Bank
Eureka, CA
01.2008 - 12.2009
- Developed and facilitated onboarding and ongoing training programs to enhance employee skills and knowledge.
- Led strategic initiatives to enhance customer service and operational efficiency.
- Managed risk assessment processes to ensure compliance with industry regulations.
AVP Customer Resource Center Manager
Tri Counties Bank
Eureka, CA
12.2006 - 12.2007
- Oversaw daily operations of high-volume call center, ensuring optimal service delivery and team alignment.
- Conducted interviews and performance reviews, and led training sessions to elevate service quality standards.
- Monitored call performance metrics, identifying trends to drive accuracy and enhance customer satisfaction.
Specialist, Customer Resource Center
Tri Counties Bank
Eureka, CA
12.2002 - 12.2006
- Addressed customer inquiries while ensuring confidentiality and compliance.
- Guided team members on banking products and regulatory requirements.
Education
Teaching Credential - Elementary Education
Moreland University
Washington, DC06-2026
Bachelor of Arts - Liberal Studies (Math Emphasis)
Humboldt State University
Arcata, CA05-1997
Skills
- Document preparation
- Effective communication
- Multitasking efficiency
- Remote work proficiency
- Client relations
- Digital marketing and design
Timeline
Legal Secretary
Petrusha Law
03.2017 - 07.2025
Senior Banker
Tri Counties Bank
11.2009 - 03.2017
AVP Training Officer
Tri Counties Bank
01.2008 - 12.2009
AVP Customer Resource Center Manager
Tri Counties Bank
12.2006 - 12.2007
Specialist, Customer Resource Center
Tri Counties Bank
12.2002 - 12.2006
Teaching Credential - Elementary Education
Moreland University
Bachelor of Arts - Liberal Studies (Math Emphasis)
Humboldt State University