Holly Lee
Gainesville,TX
Summary
Dynamic New Accounts Officer at Sanger Bank with a goal-oriented mindset and proven sales proficiency. Enhanced branch performance by consistently exceeding sales quotas while ensuring compliance with banking regulations. Skilled in client relationship management and documentation, fostering strong client connections and delivering exceptional service.
Overview
11
11
years of professional experience
Work History
New Accounts Officer
Sanger Bank
03.2015 - Current
- Assisted clients in completing new account applications efficiently.
- Provided exceptional customer service, addressing inquiries and concerns promptly.
- Maintained accurate records of client information within database systems.
- Collaborated with team members to streamline onboarding processes for new accounts.
- Learned compliance regulations and adhered to company policies effectively.
- Supported marketing initiatives by promoting new account offerings to potential clients.
- Established strong relationships with clients, addressing their financial needs and providing exceptional service.
- Boosted overall branch performance by consistently meeting or exceeding established sales quotas and customer service standards.
- Conducted regular audits of account documentation, ensuring accuracy and adherence to legal requirements.
- Assisted in training new employees on company policies, procedures, and software systems related to new accounts.
- Verified customer identity and reviewed documentation for accuracy.
- Maintained customer records and updated account information.
- Greeted customers and delivered information about new account processes.
- Explained account terms and conditions to customers.
- Presented new and additional products and services to existing customers.
- Monitored accuracy of customer information in system.
- Processed customer payments and account setup charges.
- Reconciled customer accounts and balanced daily transactions.
- Tracked and processed customer account requests and applications.
Education
High School Diploma - Business Administration
El Phoenix College
Phoenix, AZEchocardiology
ElCentro College
Dallas, TX05.1993
High School Diploma -
Grapevine High School
Grapevine, TX05.1987
Skills
- Goal-oriented mindset
- Client confidentiality
- Compliance monitoring
- Sales proficiency
- Cross-selling products
- Performance tracking
- Documentation expertise
- Industry awareness
- Cash handling experience
- Banking regulations
- Bank reconciliation
- Account reconciliation
- Internal auditing
- Funds reconciliation
- Tax preparation
- General ledger entry
- Cost accounting
- Internal controls implementation
- Financial statement preparation
- General ledger maintenance
- Teamwork
- Customer service
- Problem-solving
- Time management
- Attention to detail
- Problem-solving abilities
- Multitasking
- Reliability
- Excellent communication
- Critical thinking
- Organizational skills
- Effective communication
- Decision-making
- Relationship building
- Sales experience
- Self motivation
- Product knowledge
- Client relationship management
- Analytical thinking
- Conflict resolution
- Documentation
- Document processing
- Record keeping
- Financial reporting
- Market research
- Account management
- Fraud detection
- Report preparation
- Financial analysis
- Regulatory compliance
- Fee collection
- Multimedia presentations
Timeline
New Accounts Officer
Sanger Bank
03.2015 - Current
High School Diploma - Business Administration
El Phoenix College
Echocardiology
ElCentro College
High School Diploma -
Grapevine High School