Bonnie Sanford
Selmer,TN
Summary
Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records. 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.
Overview
9
9
years of professional experience
Work History
Universal Banker
CB&S Bank
04.2024 - Current
- 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.
Client Service Specialist
Cogent Bank
01.2022 - 02.2024
- 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.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
Client Service Specialist
Bank OZK
07.2017 - 12.2021
- Provided knowledgeable service and support for all customer needs.
- Maintained up-to-date knowledge of product and service changes.
- Cross-trained and provided backup support for organizational leadership.
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
Customer Service Representative
Bank of Tennessee
12.2015 - 06.2017
- 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.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Education
GRADUATED -
MARINER HIGH SCHOOL
Cape Coral, FL06.1988
Skills
- Customer Needs Assessment
- Financial product knowledge
- Banking software navigation
- Account openings
- Cash Handling
- Developing customer relationships
Activities
- ROTARY CLUB INTERNATIONAL- 2012-2013
- WE HELPED RAISE MONEY TO GIVE BACK TO THE COMMUNITY BY HOLDING DIFFERENT EVENTS SUCH AS THE ANNUAL ART FESTIVAL.
- AMERICAN BUSINESS WOMENS ASSOCIATION 2012-2013-HELD TREASURER POSITION WITH THE ORGANIZATION HANDLED BALANCING OF ACCOUNTS.
References
- DANA KELLERMEIER, 239-940-2912
- MICHELLE ALBENGA, 239-292-6137
Timeline
Universal Banker
CB&S Bank
04.2024 - Current
Client Service Specialist
Cogent Bank
01.2022 - 02.2024
Client Service Specialist
Bank OZK
07.2017 - 12.2021
Customer Service Representative
Bank of Tennessee
12.2015 - 06.2017
GRADUATED -
MARINER HIGH SCHOOL
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