Andrea Williams
Willow Grove,PA
Summary
Multitalented Banker with over 10 years experience of consistently possessing dynamic interpersonal expertise for creating lasting customer relationships. Demonstrates the ability to lead teams that successfully convert opportunities into sales and consistently surpass revenue targets. Focused communicator fostering favorable service applications for maximizing customer interest and satisfaction.
Overview
14
14
years of professional experience
Work History
Member Service Center Representative
Trumark Federal Credit Union
06.2024 - Current
- Deliver exceptional customer service by maintaining professional and friendly
- Resolved customer request within 24 hours reducing in the likelihood of a negative review
- Open, close and manage personal accounts
- Establish knowledge of protocols, answering customer inquiries and reducing wait times
- Incompliance with policies and regulations
- Refer customers / escalate to appropriate staff members or internal business partners.
Relationship Banker
SANTANDER BANK
10.2021 - 05.2024
- Deliver outstanding customer service
- Open, close and manage personal accounts, business accounts and personal loans
- Assessed and follow up on customer needs, recommend appropriate products and services
- Daily scheduled outbound calling
- Experienced in teller transaction processing
- Regularly assist the team to pass audits and deliver outstanding customer service
- Refer customers / escalate to appropriate staff members or internal business partners
- Branch Notary.
Senior Universal Relationship Banker
Citizens Bank
01.2011 - 01.2018
- Deliver outstanding customer service
- Managed personal and business accounts, opened and closed personal loans, home equity lines / loans and mortgage referrals
- Partnered with the Branch Manager to ensure the success of branch, offering ongoing coaching, training, mentoring on banks policy, regulations, and industry best practices
- Refer customers / escalate to appropriate staff members and business partners
- Effectively resolve conflicts, improve processes, and clarify communication across the teller line by delivering attentive and collaborative leadership
- Experienced in branch cash levels, cash shipment and vault custodian
- ATM Certified
- Branch Notary.
Education
Bachelor of the arts (Candidate) – Business -
Chestnut Hill College
Philadelphia, PASkills
- Exceptional Customer Service
- Loss Prevention
- Risk Management
- Complex Problem-Solving
- Relationship Development
- Conflict Resolution Reporting and Documenting
- Product Knowledge
- Attention to Details
References
- Jessica Lloyd, Medical technicians at Drexel Medicine, Family Member, (267) 808-0122
- Sidney Aquoula, Previous Colleague at Santander Bank, 240 899-4033
- Linza Lewis Previous Manager at Citizens Bank, 302 559-0798
Timeline
Member Service Center Representative
Trumark Federal Credit Union
06.2024 - Current
Relationship Banker
SANTANDER BANK
10.2021 - 05.2024
Senior Universal Relationship Banker
Citizens Bank
01.2011 - 01.2018
Bachelor of the arts (Candidate) – Business -
Chestnut Hill College
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