Andrea Lovell
Lincoln City,OR
Summary
Experienced, trustworthy, and dependable future employee seeking a position with advancement opportunities where I can utilize my energy, spunk, creativeness and multitasking abilities in order to serve your organization and establish an enjoyable career for myself.
Overview
19
19
years of professional experience
Work History
Personal Banker
US Bankcorp
Lincoln City, OR
05.2021 - 01.2023
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Personal Banker
Columbia Bank
Lincoln City, OR
10.2017 - 05.2021
- Cultivated strong customer relationships to enhance client satisfaction and retention.
- Analyzed financial needs to offer tailored banking solutions and products.
- Facilitated account openings, closings, and maintenance for diverse clientele.
- Educated clients on digital banking tools to streamline transactions and improve accessibility.
- Sales in all salesforce
- Led training sessions for new hires on banking procedures and customer service best practices.
- Conducted risk assessments to ensure compliance with banking regulations and policies.
- Collaborated with team members to meet sales targets and promote cross-selling initiatives.
- Implemented process improvements that enhanced operational efficiency in daily banking activities.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Cross-sold bank products and services to meet customer needs and provide options.
- Expanded client base by promoting new financial products.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
Server
Mcmenamins
Lincoln City, OR
03.2016 - 10.2017
- Took orders, prepared all beforehand dishes, entered into the POS all the orders, delivered all meals and took care of the customer’s needs and wants during the meal. I cleaned everything also opening the entire restaurant. I did own personal banking, making change and running debit/ credit cards.
Manager & Server
Pig N’ Pancake
01.2004 - 01.2015
- Took orders, prepared all beforehand dishes, entered into the POS all the orders, delivered all meals and took care of the customer’s needs and wants during the meal. I cleaned everything and shut down the entire restaurant. I also did own personal banking, making change and running debit/ credit cards. I was the supervisor/ manager and was in charge of a crew of around ten plus people a night, making sure everything was done right and all customers were happy. Also made sure payroll percentages were at good standing and decided when to keep and send home staff. I also dealt with any problems that arose with customers and employees.
Teller
Bank of America
01.2010 - 01.2011
- Received and counted working cash at beginning of shift, identify customers, validate and cash checks, accept cash and checks for deposit and check accuracy of deposit slip, process cash withdrawals, perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks and exchanging foreign currency, perform services for customers such as ordering bank cards and checks, receive and verify loan payments, mortgage payments and utility bill payments, record all transactions promptly, accurately and in compliance with bank procedures, balance currency, cash and checks in cash drawer at end of each shift, answer inquiries regarding checking and savings accounts and other bank related products, attempt to resolve issues and problems with customer's accounts, initiated and explained bank products and services to customers.
Education
High School Diploma -
Skills
- Cash handling and Customer service experience
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Client relationship management
- Positive attitude
- Cash handling
- Fraud prevention
- Attention to detail
- Sales expertise
- Relationship building and management
- Banking policies and procedures
- Loans
- Relationship management
- Loan processing
- Teller support
- Cross-selling and upselling
- Loan application expertise
- Sales strategy
- Cash vault audit
- Leadership skills
- Excellent communication
- Customer service-focused
Timeline
Personal Banker
US Bankcorp
05.2021 - 01.2023
Personal Banker
Columbia Bank
10.2017 - 05.2021
Server
Mcmenamins
03.2016 - 10.2017
Teller
Bank of America
01.2010 - 01.2011
Manager & Server
Pig N’ Pancake
01.2004 - 01.2015