MARTHA E. TAPIA
Sherman,TX
Summary
Personable and dedicated with experience in the banking industry. Solid team player with an upbeat, positive attitude and proven skill in establishing rapport with customers. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic, and results-oriented with a demonstrated passion for building relationships, cultivating partnerships, and growing businesses. Builds alliances with customers and internal partners for maximum and mutual success. Ability to excel independently and as part of a team using excellent leadership, communication, organizational, and time management skills.
Overview
22
22
years of professional experience
Work History
Business Experience Officer
First United Bank & Trust
NTX, Texas
10.2024 - Current
- Attended networking events to build relationships with potential clients.
- Traveled throughout my assigned region to call on regular and prospective clients to grow and maintain relationships.
- Coordinated with different departments within the company to devise successful strategies.
- Identified areas where products or services could be improved upon or enhanced.
- Built and nurtured relationships with key stakeholders, including internal & external partners.
- Facilitated training and development for the Texas Champion Program.
- Fostered a culture of innovation and continuous improvement within the Partner Program team.
Secretary to Regional Market President
First United Bank
Sherman, TX
05.2017 - Current
- Maintained company confidence and protected business operations by keeping sensitive information confidential.
- Coordinated meetings for staff teams and executives.
- Delivered optimal administrative, customer service and case management support.
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
- Revised and maintained master calendar to coordinate meetings.
- Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
Commercial Loan Assistant II
First United Bank
Sherman, TX
05.2017 - Current
- Process Commercial and Consumer Real Estate & Non-Real Estate Loans
- Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
- Ordered, prepared and verified documents necessary for loans to close in compliance, on time and without last-minute surprises.
- Supported commercial loan team in clerical tasks and loan processing duties.
- Maintained up-to-date knowledge and compliance with internal policies and procedures and verified adherence to state and federal laws, rules and regulations affecting loan institutions.
- Provided superior client service through follow-up communication.
- Prepared and delivered loan documents to title and escrow teams.
Call Care Agent
First United Bank & Trust
Sherman, TX
08.2016 - 05.2017
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
- Built sustainable relationships and engaged customers by going the extra mile.
- Updated databases with new and modified customer data.
- Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Customer Service Representative
American Bank of Texas
Sherman, TX
10.2005 - 08.2016
- Set up and activated customer accounts.
- Provided customers with guidance and the right tools to enhance their experience
- Trained and mentored new employees on procedures and policies to maximize team performance.
- Worked reports for branch manager in her absences
- Fulfilled notary request
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- De-escalated problematic customer concerns, while maintaining a calm and friendly demeanor.
Teller
American Bank of Texas
Sherman, TX
06.2003 - 01.2005
- Cash handling
- Greeted customers as they arrived and treated customers in a polite and friendly manner
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Followed bank procedures to prevent fraudulent transactions
- Maintained confidentiality of bank records and client information.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
Education
Grayson County College
Denison, TX05.2006
High School Diploma -
Sherman High School
Sherman, TX06.2003
Skills
- Lending Experience
- Customer Service
- Relationship Building
- Adaptable to Changing Conditions
- Courteous with Strong Service Mindset
- Teamwork and Collaboration
- Team building
- Project planning
Languages
Timeline
Business Experience Officer
First United Bank & Trust
10.2024 - Current
Secretary to Regional Market President
First United Bank
05.2017 - Current
Commercial Loan Assistant II
First United Bank
05.2017 - Current
Call Care Agent
First United Bank & Trust
08.2016 - 05.2017
Customer Service Representative
American Bank of Texas
10.2005 - 08.2016
Teller
American Bank of Texas
06.2003 - 01.2005
Grayson County College
High School Diploma -
Sherman High School
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