- Passionate about balancing physical health with mental and emotional wellness
- Exploring famous landmarks, historical sites, and cultural attractions in a new destination
- Reading
- I participate in a variety of outdoor recreational activities
Andrea Dyess
Tehachapi,CA
Summary
Financial Services Representative with a proven track record at Bank of the Sierra, excelling in customer relationship management and financial product sales. Skilled in regulatory compliance and account maintenance, I successfully enhanced client satisfaction through personalized service and community engagement, driving sales growth and fostering lasting relationships.
Financial professional with strong expertise in delivering client-focused financial solutions and managing diverse portfolios. Known for excellent collaboration within teams and adaptability in dynamic environments.
100% team player and willing to go the extra mile. Liked by all my coworkers, who I considered family.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Financial Services Representative
Bank of the Sierra
09.2002 - 04.2025
- My main role as a Financial Service Representative was to open new accounts, and acquire new relationships by selling products and services
- Maintain account maintenance files, reaching out to customer's needing to make changes to their existing accounts.
- Monthly balancing of our Ira's and Hsa's
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- I implemented events for our Community Service Program by scheduling events with local groups; senior centers, local schools, educating about financial literacy
Education
High School Diploma -
Antioch High School
Antioch CaNo Degree - Financial Services
Bank of The Sierra University
Bank Of The Sierra Skills
- Financial Services Opening and Maintaining Accounts
- Customer relationship management, I have great relationships with my customers, by helping them with all their financial needs
- Cash management, I assist in balancing the vault and opening and closing procedure on a daily basis
- Cash handling
- Account documentation
- Financial product sales
- Regulatory compliance
- Customer relationship building
- Estate planning
- Sales goals
- Account maintenance
- Loan applications
- Relationship management
- Account retention
Certification
California Notary Commission current and active
Interests
Timeline
Financial Services Representative
Bank of the Sierra
09.2002 - 04.2025
High School Diploma -
Antioch High School
No Degree - Financial Services
Bank of The Sierra University
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