Summary
Overview
Work History
Education
Skills
Personal Information
Work Availability
Software
Timeline
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Copathia Sams

Copathia Sams

Lawrenceville,GA

Summary

Adaptable professional with strong analytical, communication, and teamwork skills. Eager to contribute to team success and further develop professional skills. Brings a positive attitude and commitment to continuous learning and growth.

Overview

20
20
years of professional experience

Work History

Digital Analyst

Anaptyss
05.2024 - 02.2025
  • Maintained and cleaned up digital systems, and data entry errors.
  • Utilized Quicken, FIS, and NCR systems to perform daily functions.
  • Reduced user downtime by 30% through proactive monitoring, troubleshooting, and resolution of Citrix issues.
  • Mitigated financial risks, periodic reviews performed of existing client profiles to validate their continued compliance with established policies.
  • Ensured prompt resolution of cases involving potential money laundering or terrorist financing activities and liaised with law enforcement agencies as needed.
  • Identified complex fraud schemes through meticulous analysis of client behavior patterns and transaction history.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Senior Branch Banker

PNC Bank
05.2022 - 11.2023
  • Managed customer experience by identifying opportunities to improve financial wellbeing.
  • Collaborated with ecosystem partners to grow customer share of wallet.
  • Achieved 98% customer satisfaction rating through exceptional service and proactive issue resolution
  • Leveraged ecosystem partnerships to acquire, expand, and retain relationships.
  • Educated customers on managing financial transactions using technology.
  • Managed risk through adherence to policies and procedures.
  • Originated, reviewed, processed, closed, and administered client loan proposals.
  • Identified potential suspicious activity by performing transaction monitoring and escalating cases for further investigation.
  • Conducted comprehensive research on client backgrounds, verified identities, and assessed risks for potential financial crimes.

Customer Service Advocate

Cigna
11.2021 - 01.2022
  • Supported patients in navigating the healthcare system effectively, increasing their understanding of available resources and options.
  • Supported regulatory compliance efforts, contributing to a 95% adherence rate during audits and reviews
  • Developed and maintained electronic record management systems to analyze and process data.
  • Answered incoming calls, scheduled appointments and filed medical records.
  • Followed document protocols to safeguard confidentiality of patient records.
  • Offered simple, clear explanations to help clients and families understand hospital policies and procedures.
  • Resolved customer complaints using established follow-up procedures.

Universal Banker/Floating Manager

Truist Bank (f.k.a. SunTrust)
10.2017 - 11.2021
  • Managed escalated calls using conflict resolution skills and in-depth knowledge of bank policies, achieving a 90%+ resolution rate on first contact
  • Demonstrated expertise in diverse banking platforms, consistently staying updated on industry trends and product offerings to better serve clients.
  • Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
  • Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.

Education

AAS - Cybersecurity

GA Northwestern
01-2027

Associate of Science - Business Administration

South University
05.2004

Skills

  • Proficient in Quicken, FIS, NCR, Citrix, Tableau, and Microsoft Office Applications
  • Fraud detection and transaction monitoring proficiency
  • Proficient in data analysis and reporting
  • Strong customer service background (10 years, including 2 remote)
  • Excellent communication, problem-solving, and organizational skills
  • Invoicing and documentation management
  • Skilled in mentoring and adaptation
  • Home office with high-speed internet

Personal Information

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Software

Microsoft Office Suite

Data Analysis &Visualization

Crm & Business Tools

Communication & Remote Work

Timeline

Digital Analyst

Anaptyss
05.2024 - 02.2025

Senior Branch Banker

PNC Bank
05.2022 - 11.2023

Customer Service Advocate

Cigna
11.2021 - 01.2022

Universal Banker/Floating Manager

Truist Bank (f.k.a. SunTrust)
10.2017 - 11.2021

AAS - Cybersecurity

GA Northwestern

Associate of Science - Business Administration

South University

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