Summary
Overview
Work History
Education
Skills
Timeline
Generic

Andrea Orr

Arlington,TX

Summary

Assistant Manager with experience providing leadership necessary for sales growth and increased profit margin. Cultivates open communication with employees and provides feedback to improve job performance.

More than three years successful experience in customer service and support with recognized strengths in account maintenance, problem-solving, troubleshooting, staff support, planning/implementing, and proactive procedures. Possess strong communication skills, ability to learn swiftly in a fast pace environment, and value a collaborative work environment that contributes to the overall success of team and the organization. Proactively utilize time skills to prioritize workload to ensure exceed expectations on a daily basis.

Overview

7
7
years of professional experience

Work History

Brokerage Associate

First Command
Fort Worth, TX
06.2021 - Current
  • Verified ownership and transaction information and dividend distribution instructions to check conformance with governmental regulations using stock records and reports.
  • Implemented improvement initiatives and developed compliance testing program to monitor and identify gaps in new and existing practices.
  • Gathered, organized and evaluated data to make accurate assessments of current operations.
  • Prepared training programs to improve compliance at all levels.
  • Reviewed contracts for compliance and privacy-related issues.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
  • Maintained energy and enthusiasm in fast-paced environment.
  • Proved successful working within tight deadlines and fast-paced atmosphere.
  • Input transfer data and manually updated accounting and certificate records.
  • Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
  • Operated computers programmed with accounting software to record, store and analyze information.
  • Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts and sending payment to banks.
  • Examined financial statements and records to collect important details and verify calculations.

Assistant Branch Manager

First Convenience Bank
Arlington, TX
07.2016 - 11.2020
  • Assist Center/Branch Manager in daily operation of staff
  • Prepare work schedule, assist with bank balancing staff meeting, customer care and concerns, Manage branch in absents of manager
  • Assist in delivery of customer service through personal contact with customers and prospects, and adherence to approved quality standards
  • Work closely with manager to motivate staff to achieve retail and new account production
  • Properly processed deposits, withdrawals and payments for average of 180 customers daily
  • Performed general teller duties, including handling cash, balancing cash drawers, performing loan payments, issuing cashier’s checks and money orders, checking account information and handling indoor line
  • Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance, mentoring
  • Managed bank’s vault and ATM in custody of over $1,000,000
  • Managed overdraft reports and performed audits
  • Answered telephone inquiries on banking products including checking, savings, loans and lines of credit
  • Promoted products or services to each customer to consistently achieve sales targets
  • Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages
  • Developed annual branch business plan for maximum profitability and effectiveness

Customer Service Represe

Aegis Company
Irving, TX
01.2015 - 05.2016
  • Responded to customer requests for products, services and company information
  • Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions
  • Initiated or changed service, processed transactions, scheduled installations
  • Trained in handling pharmacy claims
  • Answered inbound calls, assisted Medicare members 65+
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service

Education

High School Diploma -

Juan Seguin High School
7001 Silo Rd Arlington, TX 76002
06.2015

Skills

  • Audit preparation
  • Relationship building and management
  • Cash handling
  • Sale expertise
  • Operations management
  • Staff education and training
  • Regulatory compliance
  • Customer support
  • Call center operations
  • Payment processing
  • Inbound phone calls
  • Communication skills
  • Microsoft Office
  • Typing 30 wpm
  • Account management
  • Loan application assessment

Timeline

Brokerage Associate

First Command
06.2021 - Current

Assistant Branch Manager

First Convenience Bank
07.2016 - 11.2020

Customer Service Represe

Aegis Company
01.2015 - 05.2016

High School Diploma -

Juan Seguin High School

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