Andrea Sease
Orlando,FL
Summary
Committed to ensuring customer satisfaction by providing exceptional service and unmatched support. Proficient in utilizing customer service best practices and adept at exploring different solutions to address customer needs effectively.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Lead Personal Banker
City National Bank
2013.01 - 2014.01
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Analyzed customers' financial information to deliver personalized account guidance.
- Adapted products and services to suit customers' changing financial circumstances.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Processed applications for new accounts.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Consumer Loan Processor
Community Bank
2010.07 - 2013.01
- Prepared documents for underwriting by verifying client income, credit reports, and other information.
- Set up and completed loan submission packages.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Processed loans within various departments to achieve timely, accurate, and fair proceedings.
- Worked with customers in person and via telephone to answer questions, process transactions, and resolve issues.
- Provided quick turnaround times to maintain fast-past schedule.
- Assisted loan officers with origination and closing processes to fastrack procedures and promote teamwork.
Senior Bank Teller
United Bank
2006.01 - 2009.12
- Balanced staff and vault at end of day and secured monies in accordance with established procedures.
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
- Supported, trained and encouraged employees to actively cross-sell financial institution service and product offerings.
- Reconciled branch reports and general ledger accounts to identify unusual transactions, fraud and accounting errors.
- Greeted and welcomed customers with courteous and professional approach to drive prompt, accurate and efficient transactions.
- Answered customer questions and explained policies and procedures to solve problems and assist with complex transactions.
Education
General Studies
Blue Ridge Community College
Weyers Cave, VASkills
- Training and mentoring
- Relationship building and management
- Creative Thinking
- Customer Service-Oriented
- Problem-Solving
Certification
- CPT - Certified Personal Trainer
Timeline
Lead Personal Banker
City National Bank
2013.01 - 2014.01
Consumer Loan Processor
Community Bank
2010.07 - 2013.01
Senior Bank Teller
United Bank
2006.01 - 2009.12
General Studies
Blue Ridge Community College
- CPT - Certified Personal Trainer
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