Andrea Sansburn
Denver,CO
Summary
Financial professional with proven track record of delivering impactful results in client financial planning and investment strategies. Demonstrates strong team collaboration and adaptability, ensuring reliable performance in fluctuating environments. Skilled in financial analysis, customer relationship management, and compliance with regulatory standards. Known for effective communication, problem-solving abilities, and results-driven mindset.
Overview
6
6
years of professional experience
Work History
Financial Services Representative
Young Americans Bank
Denver, CO
07.2023 - 07.2025
- Assisted clients with account inquiries and transaction processing, ensuring accurate and timely service.
- Educated customers on financial products and services, enhancing understanding of banking options available.
- Maintained up-to-date knowledge of compliance regulations, ensuring adherence in all customer interactions.
- Supported team in achieving monthly targets through proactive communication and follow-up with clients.
- Resolved customer complaints by identifying issues and implementing effective solutions to enhance satisfaction.
- Developed training materials for new employees, facilitating onboarding and promoting consistency in service delivery.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
- Assist customers with opening, closing and servicing bank accounts (checking, savings and CDs).
Bartender
Graham’s Grill North
Pueblo, CO
05.2020 - 05.2023
- Provided exceptional customer service, enhancing guest experience through personalized interactions.
- Maintained cleanliness and organization of bar area, adhering to health and safety standards.
- Adapted quickly to fast-paced environments, effectively managing multiple orders simultaneously.
- Served high customer volumes during special events, nights, and weekends.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Contributed to a positive work environment through effective teamwork and communication with colleagues.
- Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
Front Desk Receptionist
Family Care Specialists
Pueblo, CO
04.2019 - 05.2020
- Managed front desk operations, ensuring seamless guest check-in and check-out processes.
- Coordinated scheduling for appointments and meetings, optimizing office efficiency.
- Handled multi-line phone system, directing calls to appropriate departments promptly.
- Maintained organized and clean front office area to create professional and welcoming environment for visitors and employees.
- Scheduled, coordinated and confirmed appointments and meetings.
Education
Psychology
Pueblo Community College
Pueblo, COBachelors in Science - Nursing
Grand Canyon University
Phoenix, AZHigh School Diploma -
East High School
Pueblo, CO06.2019
Skills
- Cash handling
- Financial product sales
- Regulatory compliance
- Customer relationship building
- Account maintenance
- Financial services
- Customer relationship management
- Cash management
- Goal setting and tracking
- Appointment scheduling
- Attention to detail
- Time management
- Office organization
- Administrative skills
Timeline
Financial Services Representative
Young Americans Bank
07.2023 - 07.2025
Bartender
Graham’s Grill North
05.2020 - 05.2023
Front Desk Receptionist
Family Care Specialists
04.2019 - 05.2020
Psychology
Pueblo Community College
Bachelors in Science - Nursing
Grand Canyon University
High School Diploma -
East High School