AMY HOGAN
Fort Madison
Summary
Dedicated community banker with expertise in customer relations and cross-selling. Known for resolving account discrepancies and enhancing client satisfaction through effective communication and problem-solving. I have built a large customer base because they know they can trust and rely on me.
Overview
33
33
years of professional experience
Work History
Community Banker
Two Rivers Bank & Trust
Fort Madison
01.1993 - 01.2026
- Identified financial needs of customers and presented appropriate product and service options.
- Advised customers on bank products, services and financial planning options.
- Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
- Assisted customers with account inquiries and banking services.
- Processed transactions accurately and efficiently at the teller window.
- Educated clients on available banking products and services.
- Maintained customer records and ensured data accuracy in systems.
- Collaborated with team members to enhance customer service experiences.
- Supported compliance efforts by following banking regulations and policies.
- Processed financial transactions for clients.
- Maintained accurate customer records and updated account information as needed.
- Opened new accounts for customers, including verifying identification and completing paperwork.
- Assisted customers in resolving discrepancies between their account balances and statements.
- Reviewed, verified, and identified customer transactions to detect and prevent financial crimes activities.
- Conducted cashiering duties such as deposits, withdrawals, transfers, payments, collections, check cashing.
- Resolved customer inquiries promptly and efficiently using problem-solving techniques.
- Identified customer needs and recommended appropriate banking services.
- Educated customers on the use of online banking systems and other self-service tools.
- Provided exceptional service that exceeded expectations while adhering to all safety guidelines.
- Developed relationships with customers through proactive outreach activities such as telephone calls or emails.
- Participated in training sessions to stay up-to-date on product knowledge and industry trends.
- Cross-sold bank products by providing personalized recommendations to meet customer needs.
- Provided customers with financial advice and guidance on products such as savings accounts, checking accounts, certificates of deposit, and loans.
- Performed regular reviews of existing accounts to identify opportunities for improvement or additional services.
- Collaborated closely with colleagues from other departments to resolve complex customer issues quickly.
- Ensured all security protocols were followed when handling sensitive customer data or funds.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
- Modified, opened and closed customer accounts.
- Processed maintenance, operations and correspondence for new and existing accounts.
- Complied with security procedures and protocols when opening and closing bank vault.
- Integrated marketing promotions and programs into conversations to educate and inform customers.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Managed and deepened client relationships by providing personalized financial solutions and advice.
- Utilized CRM tools to track client interactions, preferences, and feedback to improve service delivery.
- Delivered exceptional customer service, resolving inquiries and issues promptly to ensure client satisfaction.
Education
Associate of Arts - General Studies
Southeastern Community College
West Burlington06-1996
High School Diploma -
Fort Madison High School
Fort Madison05-1988
Skills
- Customer relations
- Digital banking education
- Relationship management
- Community engagement
- Sales strategy
- Data accuracy
- Problem solving
- Effective communication
- Conflict resolution
- Team collaboration
- Client satisfaction
- Cross-selling products
- Transaction processing
- Employee motivation
- Teller background
- Persuasive communication style
- Money handling
- Teller support
- Cash handling
- Customer Service-oriented
- Account closings
- Creative thinking
- Multitasking
- Self-motivation
- Banking
- Recordkeeping requirements
- Financial services
- Financial processes
- Proficient in Microsoft Word, Excel, Microsoft Suite/365, UKG, CRM, I took one Quicken Class years ago, so I can learn this System, if need be
- Service oriented
- Typing and 10-key entry
References
References available upon request.
Timeline
Community Banker
Two Rivers Bank & Trust
01.1993 - 01.2026
Associate of Arts - General Studies
Southeastern Community College
High School Diploma -
Fort Madison High School