Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
References
Timeline
Generic

Samantha Bosque

Carroll,IA

Summary

Detail-oriented banking professional with expertise in regulatory compliance and operational efficiency. Proven ability to conduct audits and train staff, ensuring adherence to banking policies while enhancing customer engagement.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Associate Banker

BMO Bank N.A.
Carroll, IA
09.2023 - Current
  • Maintained all ABM duties following the merger, supporting uninterrupted banking operations.
  • Maintained compliance with banking regulations and internal policies.
  • Conducted comprehensive monthly audits for the branch, identifying and addressing discrepancies to maintain operational integrity.
  • Promoted bank products and services to enhance customer engagement.
  • Resolved customer issues promptly, ensuring a positive banking experience.
  • Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
  • Train all new employees on compliance, cash servicing, and product knowledge.
  • Established strong relationships with customers to increase customer loyalty.
  • Educated customers about the features and benefits of different types of banking products offered by the bank.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Led financial planning workshops where we educate clients on budgeting.
  • Prepare cash shipments to and from the Federal Reserve Bank.
  • Partnered with peers and leadership to accomplish shared targets.
  • Provided assistance at various branches to enhance customer service and operational efficiency.

Assistant Branch Manager

Bank of the West
Carroll, Iowa
01.2023 - 09.2023
  • Trained staff on customer service protocols and banking procedures.
  • Assisted daily branch operations and ensured compliance with bank policies.
  • Managed cash handling processes and maintained accurate records.
  • Facilitated communication between branch team and upper management.
  • Oversaw scheduling and staffing to meet branch needs effectively.
  • Resolved customer inquiries and issues to enhance satisfaction levels.
  • Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
  • Monitored daily operations and supported Branch Manager in necessary duties.
  • Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
  • Ensured compliance with internal policies and procedures as well as external regulations.
  • Provided bank leadership in absence of branch manager.
  • Developed strategy to achieve target sales goals.
  • Developed strategies for increasing customer satisfaction levels and improving service quality.
  • Identified opportunities for improvement within the branch environment and implemented solutions accordingly.
  • Planned work schedules to maintain adequate staffing levels.
  • Executed monthly and yearly audits, enhancing operational efficiency and regulatory adherence.
  • Helped facilitate the seamless integration during the bank merger, ensuring operational continuity.

Universal Banker

Bank of the West
Carroll, IA
12.2018 - 01.2023
  • Met or surpassed quarterly objectives, reflecting commitment to excellence in banking services.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Managed cash drawer and ensured proper balancing at end of shifts.
  • Resolved customer issues by providing timely and effective solutions.
  • Educated clients on banking products and services to meet their needs.
  • Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
  • Ordered checks, placed stop payment orders, performed wire transfers, and conducted additional special services for customers.
  • Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
  • Assisted in training new staff on operational procedures and customer engagement techniques.
  • Obtained NMLS certification to ensure compliance with federal regulations.

Associate Banker

Bank of the West
Carroll, IA
11.2017 - 12.2018
  • Promoted bank products and services.
  • Maintained compliance with banking regulations and internal policies.
  • Resolved customer issues promptly, ensuring a positive banking experience.
  • Educated clients on digital banking tools and resources available.
  • Conducted financial transactions such as deposits, withdrawals, transfers, loan payments and cashier checks.
  • Completed daily cash balancing and operated ATMs.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Participated in team meetings to discuss performance metrics and strategies for improvement.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Assisted in training new employees as needed.
  • Contributed to the monthly conduction of audits to ensure compliance with banking regulations.
  • Passed assessment, validating skills and knowledge in banking practices.

Assistant Store Manager

Dollar General Store
Carroll, IA
10.2016 - 10.2017
  • Managed the day-to-day operations of the store, including customer service, inventory management and staff scheduling.
  • Monitored cash handling procedures to ensure accuracy and compliance.
  • Coordinated promotional displays and merchandising strategies to enhance sales.
  • Trained new employees on company policies and customer service standards.
  • Handled complaints from customers by empathetically listening, and offering solutions.

Education

High School Diploma -

Turlock High School
Turlock, CA
05-2011

Skills

  • Regulatory compliance focused
  • Operational efficiency
  • Active notary
  • Customer Resolution
  • Self motivation
  • Organizational skills

Certification

  • Notary since 2019
  • Previously NMLS Licensed

Accomplishments

  • Received a BMO Grand Ovation for 2024 Customer Service Scores and Goal Achievement
  • Member of our Operation Review Team to help review and support other branches compliance and audits, under Bank of the West
  • Met or exceeded quarterly goals every quarter since 2017

References

Leon Schoenfeld

BMO Bank Branch Manager

712-830-7481

Megan VanGorder

BMO Bank Relationship Banker

209-589-6943

Goldie Deatherage

Former Bank of the West Associate Banker

209-585-6836

Timeline

Associate Banker

BMO Bank N.A.
09.2023 - Current

Assistant Branch Manager

Bank of the West
01.2023 - 09.2023

Universal Banker

Bank of the West
12.2018 - 01.2023

Associate Banker

Bank of the West
11.2017 - 12.2018

Assistant Store Manager

Dollar General Store
10.2016 - 10.2017

High School Diploma -

Turlock High School

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