Angela Cummings
Surprise,AZ
Summary
Exceptional customer service Reliable MS Office proficient Excellent communication skills Sales expertise Friendly Strong sense of banking ethics Energetic Safe and vault operation Approachable Currency and coin counter Team player Organized Strong work ethic Exceptional customer service Reliable MS Office proficient Excellent communication skills Sales expertise Friendly Strong sense of banking ethics Energetic Safe and vault operation Approachable Currency and coin counter Team player Organized Strong work ethic
Overview
15
15
years of professional experience
Work History
Investor Services Representative
TD Ameritrade
08.2021 - Current
- I passed my SIE and I am currently on an unlicensed team
- I take incoming phone calls to help clients with many different aspects of their accounts, money movement, web site navigation, updating info on accounts and providing excellent customer service.
Administrative Assistant
Henry Trucking
08.2018 - 01.2022
- Quick books, customer service, driver reports, create invoices
Business Development Specialist
Hotlines Inc
05.2020 - 07.2021
- I make calls to salvage yards all over the US and offer a software for them to increasetheir sales
- Classification: SchwabInternal
- Business Development
- Business Development
Banker Personal Banker
Express Employment Professionals, First National
03.2019 - 12.2019
- Perform sales calls and recruiting for new business leads
- Meet with prospective clients
- Write up business needs for new customers and fill positions
- Personal
10.2012 - 04.2016
- Performs intermediate duties and support related branch operational activities and financial services
- Processing of all new accounttransactions and assistcustomers in their selection of various accounts and financial services, cross selling the Bank's products and services through opening, maintaining and closing of all account types
- Performing branch clerical duties and promoting business for theBank by maintaining good customer relations and referring customers to appropriate staff for new service
- Universal Banker
- With a good understanding of the bank products/services and the customers current relationship, offers information on bank products and services that can benefit the customer and enhancetheir banking relationship
- Listens to the customer's needs and matches those needs to the bank's products and services, resulting in referrals
- Promotes and cross-sells other establishment products and services as appropriate to customer requirements
- CMS
- Handles customer questions, complaints and billing inquiries with the highest degree of courtesy and professionalism to resolve customer issues with one call resolution
- Offers alternative solutions where appropriate, with the objective of retaining customer's business
- Handles business transactions in connection with activation of new customer accounts on a computer terminal
- Communicates with customers, using web-based tools and demonstrates the associated proficiency in typing and grammar
- Makes financial decisions to protect/collect revenues and adjusts customer accounts
- May assist in training new employees.
Teller Teller
US Bank
10.2008 - 04.2010
- Classification: SchwabInternal
- Processed cash withdrawals
- Adhered to security and audit procedures
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts
- Examined checks for identification and endorsement
- Supplied tellers with coin and currency as needed
- Received regional branch recognition for outstanding customer service
- Maintained confidentiality of bank records and client information.
Education
Some college
Skills
- Quickbooks
- Cold Calling
- Payroll
- Scheduling
- MS Office
- Data Entry
- Data Entry - 10 years
- Billing
- Microsoft Excel
- Receptionist
- Salesforce
- Word
- Business Development
- Business Development - 10 years
- Sales
- Sales - 10 years
- Outlook
- Classification: SchwabInternal
- Excel
- Microsoft Office
- Filing
- Administrative Assistant
- Financial Services
- Banking
- Typing
Timeline
Investor Services Representative
TD Ameritrade
08.2021 - Current
Business Development Specialist
Hotlines Inc
05.2020 - 07.2021
Banker Personal Banker
Express Employment Professionals, First National
03.2019 - 12.2019
Administrative Assistant
Henry Trucking
08.2018 - 01.2022
10.2012 - 04.2016
Teller Teller
US Bank
10.2008 - 04.2010
Some college