Summary
Overview
Work History
Education
Skills
Jamie Sandow

Jamie Sandow

Santa Rosa,CA

Summary

Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Business-minded Retail Relationship Banker formerly an Assistant Branch Manager bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

24
24
years of professional experience

Work History

Retail Relationship Banker

BMO Bank
02.2000 - Current
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Answered customer questions and explained available services such as deposit accounts.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Worked with clients to address and respond to client and partnership management issues.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Helped clients make informed decisions about financial future.
  • Educated clients on financial topics and best practices.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Handled customer inquiries and suggestions courteously and professionally.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Updated account information to maintain customer records.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Provided primary customer support to internal and external customers.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Delivered prompt service to prioritize customer needs.
  • Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
  • Trained new personnel regarding company operations, policies and services.
  • Promoted available products and services to customers during service, account management, and order calls.
  • Trained staff on operating procedures and company services.

Cashier

Round Table Pizza
01.1995 - 02.2000
  • Greeted customers entering store and responded promptly to customer needs.
  • Built relationships with customers to encourage repeat business.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Welcomed customers and helped determine their needs.
  • Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
  • Tallied cash drawer at beginning and end of each work shift.
  • Learned duties for various positions and provided backup at key times.
  • Responded promptly to requests for assistance, spills and customer inquiries.
  • Worked with floor team and managers to meet wide range of customer needs.
  • Processed refunds and exchanges in accordance with company policy.
  • Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
  • Checked personal identifications during alcohol and tobacco sales.
  • Handled cash with high accuracy and took care to check bills for fraud.

Education

High School Diploma -

Analy High School, Sebastopol, CA
06.1996

Skills

  • Relationship Building and Management
  • Recordkeeping Requirements
  • Customer Service-Oriented
  • Resourcefulness
  • Loss Prevention
  • Teller Support
  • Financial Services
  • Money Handling
  • Community Relations
  • Banking
  • Customer Relations
  • Microsoft Word
  • Retail Sales Customer Service
  • Credit Card Payment Processing
  • Active Listening
  • Staff Training
  • Process Transactions
  • Team Development
  • Understanding Customer Needs
  • Conflict Resolution
  • Issue and Complaint Resolution
  • Customer Data Confidentiality
  • Problem-Solving Ability
  • Document and Records Management
  • Microsoft Internet Explorer
  • Critical Thinking
  • Reading Comprehension
  • Professional Telephone Demeanor
  • Microsoft Outlook
  • Relationship Building and Management
  • Research
  • 10-Key
Jamie Sandow