Summary
Overview
Work History
Education
Skills
Timeline
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Holly Bowman

Montgomery

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

6
6
years of professional experience

Work History

Retail Banker II

Woodforest National Bank
07.2022 - Current
  • Welcomed customers warmly to meet banking service and transactional needs with seamless execution.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
  • Identified, marketed and recommended bank products and services to achieve individual sales.
  • Reached out, generated appointments and built new relationships to grow business.
  • Maintained friendly and professional customer interactions.
  • Assisted customers with banking needs and inquiries.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Performed account maintenance by closing out accounts and changing customer addresses.

Conservatorship Specialist

Department Of Family And Protective Services
09.2017 - 05.2021
  • Built solid and trusting rapport with children and families, fostering trust and communication to meet case needs.
  • Documented data and completed accurate updates to case records.
  • Assisted families in navigating the social services system, including applying for benefits, accessing resources and connecting with other family support services.
  • Maintained detailed case histories, metrics and reports to meet strict standards.
  • Intervened in crisis situations and counseled children experiencing emergencies and disruptive incidents.
  • Contributed to court proceedings, advocating for family's best interests and recommending balanced solutions.
  • Completed comprehensive assessments of families to identify needs and develop treatment plans.
  • Arranged medical and psychiatric tests to identify difficulties and indicate potential remedial approaches.

Education

Bachelor Of Liberal Arts - Criminal Justice

Stephen F Austin State University
Nacogdoches, TX
12.2016

Skills

  • Banking Standards
  • Legal Considerations
  • Privacy and Confidentiality
  • Retail Knowledge

Timeline

Retail Banker II

Woodforest National Bank
07.2022 - Current

Conservatorship Specialist

Department Of Family And Protective Services
09.2017 - 05.2021

Bachelor Of Liberal Arts - Criminal Justice

Stephen F Austin State University

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Holly Bowman