Amy Rice
Beaumont,TX
Overview
23
23
years of professional experience
Work History
Senior Universal Banker
Hancock Whitney Bank
Beaumont, TX
08.2021 - Current
- Provided exceptional customer service to a diverse range of clients, including those with complex financial needs.
- Processed deposits and withdrawals in a timely manner while adhering to banking regulations.
- Assisted customers with loan applications and other financial services, such as setting up bank accounts, transferring funds, and opening certificates of deposit.
- Analyzed customer credit histories and made recommendations for loans accordingly.
- Performed teller duties such as accepting payments, cashing checks, and processing money orders.
- Resolved customer complaints efficiently and professionally.
- Explained the features of various products and services to customers in order to increase sales.
Relationship Banker
Capital One
Beaumont, TX
04.2001 - 06.2021
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Built long-term relationships with customers by providing personalized service and support.
Education
High School Diploma -
Judson High School
Converse, TXSome College (No Degree) - Economics
Bankers Continued Education
Beaumont, TXSome College (No Degree) - Law in Banking
Bankers Continued Education
Beaumont, TXSkills
- Relationship Management
- Operational Efficiency
- Self motivated
- Credit analysis
- Loan Processing
- Portfolio Management
- Financial Planning
- Goal-Oriented
- Banking operations
- De-escalating conflicts
- Cash ordering
- Operational Support
- Customer Relationship Management
- Risk management policies
- Cash Handling
- Assessing fraud potential
- Wealth Management
- Asset Allocation
- Business Planning
- Money auditing
- Budget Planning
- Analyzing data
Timeline
Senior Universal Banker
Hancock Whitney Bank
08.2021 - Current
Relationship Banker
Capital One
04.2001 - 06.2021
High School Diploma -
Judson High School
Some College (No Degree) - Economics
Bankers Continued Education
Some College (No Degree) - Law in Banking
Bankers Continued Education
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