Amyi Allison
Garland ,TX
Summary
Analytical Banker with expertise in client retention. Gifted in evaluating risk and loss potential and developing information for new and existing clients. Team-oriented with success in building relationships with brokers, clients and Branch Team to achieve business goals.
Overview
7
7
years of professional experience
Work History
Underwriting Service Assistant
State Farm
Richardson, TX
03.2023 - Current
- Enhanced underwriting efficiency by streamlining workflow processes and procedures.
- Supported underwriters in risk assessments, leading to improved decision-making and business outcomes.
- Processed policy changes promptly, resulting in increased customer satisfaction and retention rates.
- Collaborated with cross-functional teams to develop new underwriting guidelines and standards for consistent results.
- Reach Daily goal by Processing over 150 cases, resulting in over 90% accuracy rate.
Wealth Management Client Associate
Merrill Lynch
McKinney, TX
12.2021 - 01.2023
- Enhanced client satisfaction by addressing inquiries and resolving issues in a timely manner.
- Streamlined internal processes for improved efficiency while working closely with team members.
- Supported wealth management advisors in managing client portfolios by conducting research and analysis.
- Increased client retention through personalized attention and excellent communication skills.
- Managed daily, wire transfers, portfolio edits, loan processing and account updates.
Financial Solutions Consultant
BBVA
Dallas, TX
12.2019 - 12.2021
- Improved client satisfaction by effectively managing multiple projects and consistently meeting deadlines.
- Developed innovative strategies for clients, resulting in increased revenue and business growth.
- Streamlined internal processes to enhance team efficiency and improve overall project outcomes.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
Lead Bank Teller
BBVA
Dallas, TX
01.2019 - 12.2021
- Increased customer satisfaction by providing efficient and accurate transaction processing.
- Streamlined teller operations for improved efficiency and reduced wait times.
- Enhanced client relationships with personalized service and tailored banking solutions.
- Reduced errors and discrepancies, ensuring all transactions were accurately recorded and reported.
Associate Banker
Chase Bank
Dallas, TX
05.2017 - 12.2019
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Streamlined teller operations for better workflow by implementing time-management strategies.
- Enhanced branch sales through cross-selling bank products and services to customers.
Education
High School Diploma -
Rockwall HS
Rockwall, TX06.2011
Skills
- Data Interpretation
- Policy Analysis
- Document Review
- Attention to detail
- Compliance Awareness
- Relationship Building and Management
- Loans
- New Account Setup
- Cross-Selling and Partner Referrals
- Customer Service
- Loan Closing
- Computer Literacy
- Data Analysis
- Multitasking Abilities
- Problem Solving
Accomplishments
- Awarded "Merchant Service" Award in 2019.
- Business Development Award in 2019.
- recognized for Facilitating new customer service initiatives that resulted in a 40% improvement in satisfaction ratings. 2019-2021
- Achieved quarterly financial plan goals through effectively helping with initiating planning conversations.
Timeline
Underwriting Service Assistant
State Farm
03.2023 - Current
Wealth Management Client Associate
Merrill Lynch
12.2021 - 01.2023
Financial Solutions Consultant
BBVA
12.2019 - 12.2021
Lead Bank Teller
BBVA
01.2019 - 12.2021
Associate Banker
Chase Bank
05.2017 - 12.2019
High School Diploma -
Rockwall HS