Summary
Overview
Work History
Education
Skills
References
Timeline
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Mary Sandstrom

Mukwonago,WI

Summary

Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

38
38
years of professional experience

Work History

Senior Personal Banker

BMO Financial Group
Brookfield, WI
11.2018 - 05.2024
  • Educated customers on variety of retail products and digital solutions, enhancing customer experience.
  • Followed operational standards, promoting security, risk management and compliance.
  • Assisted and advised customers on using online and mobile banking systems.
  • Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
  • Recognized transaction needs and educated clients on service and digital channels to assist with self-service.
  • Trained new employees on company procedures and systems.
  • Resolved customer inquiries related to account services.
  • Provided comprehensive financial advice and solutions to customers, including investments, mortgages, loans and insurance.

Purchasing Agent

J&L Fiber
Waukesha, WI
09.2015 - 02.2018
  • Prepared purchase orders and sent to distributors and suppliers.
  • Contacted vendors to determine order status and communicate discrepancies with shipments.
  • Maintained accurate records of purchases including item descriptions, quantities ordered and received.
  • Performed regular price comparisons between different suppliers for similar items.
  • Monitored inventory levels of critical items to minimize stock outs while keeping costs low.
  • Maintained professional relationships with vendors for long-term partnerships.
  • Monitored inventory levels and initiated timely procurement actions.

Customer Service Representative

Robert Half
Waukesha, WI
02.2011 - 09.2015
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
  • Remained calm and professional in stressful circumstances and effectively diffused tense situations.
  • Answered customer inquiries and provided accurate information regarding products and services.

Customer

US Cellular
Waukesha, WI
06.2009 - 02.2011
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Assisted with customer requests and answered questions to improve satisfaction.
  • Answered approximately 60-80 calls per shift to assist with customer questions and concerns.

Project Manager

Alabama Credit Union Leauge
Birmingham, AL
01.2006 - 10.2008
  • Created and implemented processes to ensure successful completion of projects.
  • Established strong relationships with key business partners.

Customer Service Representative

Efulfillment Servicew
New Berlin, WI
01.1996 - 01.2006
  • Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.

Teller Supervisor

Bader Bank A/K/A North Shore Bank
Milwaukee, WI
01.1986 - 01.1996
  • Managed and balanced cash vault, audits, and general ledger accounts.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Opened new accounts and provided account maintenance.
  • Reviewed loan applications to determine creditworthiness of applicants and analyzed financial information such as income, assets, liabilities, and credit history.
  • Prepared and issued loan documents according to company guidelines.

Education

Associate of Applied Science - Marketing

WCTC
Pewaukee, WI
06-1986

Skills

  • Relationship Building
  • Customer Service
  • Customer Satisfaction
  • Customer financing
  • Positive Attitude

References

References available upon request.

Timeline

Senior Personal Banker

BMO Financial Group
11.2018 - 05.2024

Purchasing Agent

J&L Fiber
09.2015 - 02.2018

Customer Service Representative

Robert Half
02.2011 - 09.2015

Customer

US Cellular
06.2009 - 02.2011

Project Manager

Alabama Credit Union Leauge
01.2006 - 10.2008

Customer Service Representative

Efulfillment Servicew
01.1996 - 01.2006

Teller Supervisor

Bader Bank A/K/A North Shore Bank
01.1986 - 01.1996

Associate of Applied Science - Marketing

WCTC
Mary Sandstrom