Summary
Overview
Education
Work History
Skills
Certification
Personal Information
Timeline
Generic

Samantha Dsouza

Tampa

Summary

Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.

Overview

10
10
years of professional experience
1
1
Certification

Education

Bachelor of Arts - Accounting And Finance

Southern New Hampshire University
05-2027

High School -

Hillsborough High School
Tampa, FL
05.2010

Work History

Relationship Banker

Wells Fargo Bank, N.A.
10.2024 - Current
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.

Hospital Unit Coordinator

BayCare
10.2014 - Current
  • Trained new Unit Coordinators on unit-specific protocols, contributing to overall team proficiency in delivering exceptional patient care experiences.
  • Handled confidential patient information with discretion, adhering to HIPAA regulations to protect privacy rights.
  • Achieved appropriate patient flow by admitting, transferring and discharging patients in computer system and notifying appropriate personnel of patient status verbally and through signage.
  • Managed medical emergencies calmly and effectively while activating appropriate codes according to hospital policy; ensuring prompt response from specialized personnel.

Personal Banker

Wells Fargo
03.2022 - 10.2024
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Improved customer satisfaction by providing personalized banking solutions and exceptional service.

Skills

  • Relationship management
  • Account management
  • Product knowledge
  • Regulatory compliance
  • Customer service
  • Data entry
  • Business development

Certification

Mobile Specialist, 02/01/23, Wells Fargo

Personal Information

Title: Personal Banker

Timeline

Relationship Banker

Wells Fargo Bank, N.A.
10.2024 - Current

Personal Banker

Wells Fargo
03.2022 - 10.2024

Hospital Unit Coordinator

BayCare
10.2014 - Current

Bachelor of Arts - Accounting And Finance

Southern New Hampshire University

High School -

Hillsborough High School
Samantha Dsouza