Summary
Overview
Work History
Education
Skills
Timeline
Generic

Barbara Sanders

Cotopaxi,CO

Summary

Accomplished banking professional with a proven track record at Pueblo Bank & Trust, adept in cash management and customer service. Excelled in building customer relationships and ensuring compliance with banking regulations. Demonstrated creative thinking in developing personalized banking solutions, enhancing client satisfaction and operational efficiency. Skilled in handling complex transactions and maintaining security protocols. Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills. Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills. Hardworking Banker familiar with setting up new accounts for customers, maintaining security and supporting audits. Excellent organizational, relationship-building and documentation skills. Prepared to offer [Number] years of related experience to a challenging position with room for advancement.

Overview

14
14
years of professional experience

Work History

Signature Banker

Pueblo Bank & Trust
11.2023 - 09.2024
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Opened, closed, and updated accounts for customers.
  • Balanced teller drawers and ATM cash.

Universal Banker

InBank
07.2022 - 11.2022
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
  • Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.

Bookkeeper

Legacy Bank
02.2011 - 07.2022
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Reconciled and corrected issues with financial records.
  • Supported year-end closing procedures by preparing adjusting journal entries as needed.
  • Identified accounting errors when cross-referencing documents and database information.
  • Provided support during audits by supplying requested documentation promptly and accurately.

Education

High School Diploma -

Ranum High School
Westminster, CO
06.1991

Skills

Customer Service

Cash Handling

Creative Thinking

Cash Management

Products and Services Knowledge

Consumer Banking

Relationship Building

Developing customer relationships

Know Your Customer

Money transfers

Security knowledge

Teller experience

Timeline

Signature Banker

Pueblo Bank & Trust
11.2023 - 09.2024

Universal Banker

InBank
07.2022 - 11.2022

Bookkeeper

Legacy Bank
02.2011 - 07.2022

High School Diploma -

Ranum High School
Barbara Sanders