AMY VALDEZ
Prosper
Summary
Accomplished Senior Relationship Banker at SOUTHSIDE BANK, adept in portfolio management and customer service, enhancing client satisfaction and loyalty through effective relationship building. Proven track record in boosting account services and product sales by 30%, leveraging skills in balance verification and staff scheduling. Renowned for honesty and the ability to motivate employees, driving significant community engagement and financial success. Energetic [Job Title] with top-notch relationship-building, sales and money-handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions.
Overview
23
23
years of professional experience
Work History
Senior Relationship Banker
SOUTHSIDE BANK
11.1998 - 07.2021
- Increased cross-selling opportunities through identifying clients'' needs and recommending appropriate banking products.
- Resolved complex customer issues, resulting in increased trust and loyalty among clients.
- Supervised daily branch operations to ensure efficiency, compliance, and a positive customer experience.
- Provided support during audits by ensuring accurate documentation was maintained for all client interactions.
- Handled escalated complaints from dissatisfied customers professionally while finding mutually beneficial resolutions.
- Developed new business by actively prospecting potential customers and maintaining strong referral networks.
- Cross-sold credit cards, loans and other bank products.
- Trained new hires on customer service policies and procedures.
- Processed applications for new accounts.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Executed wire transfers, stop payments and account transfers.
- Handled various accounting transactions.
- Assisted customers with banking needs and inquiries.
- Counted, verified and handled bank deposits and armored car transactions.
- Educated customers on online banking and mobile banking applications.
- Maintained friendly and professional customer interactions.
Education
American Institute of Banking Course
Ames, IAHigh School Diploma -
NEW LIFE ACADEMY
LUBBOCK TX05.1986
Skills
- Loans
- Night and Safe Deposit Procedures
- Bank Deposits
- Staff Scheduling
- Balance Verification and Reconciliation
- Account Services
- Balance Transfers
- Product and Service Sales
- Honest and Dependable
- Portfolio Management
- New Account Setup
- Relationship building and management
- Employee Motivation
- Teller Support
- Community Relations
- Cross-selling techniques
- Cash Handling
- Cash Supply Orders
- Customer Service-Oriented
Timeline
Senior Relationship Banker
SOUTHSIDE BANK
11.1998 - 07.2021
American Institute of Banking Course
High School Diploma -
NEW LIFE ACADEMY