Samantha Felton
Kosciusko,MS
Summary
Results-driven Relationship Banker with expertise in client account management, financial product knowledge, and customer issue resolution. Committed to enhancing client satisfaction through effective communication and tailored banking solutions.
Overview
5
5
years of professional experience
Work History
Relationship Banker 1
Regions Bank
Kosciusko, Mississippi
11.2022 - Current
- Guided clients in selecting appropriate financial products and services.
- Identified customer needs through conversations and recommended tailored banking products, enhancing customer experience.
- Assisted customers with account inquiries and transactions, ensuring accurate and timely service.
- Educated customers on digital banking tools and features.
- Resolved customer issues promptly, ensuring satisfaction and retention.
- Collaborated with team members to develop and implement customer service strategies, improving overall client satisfaction.
- Maintained accurate records of customer interactions and transactions.
Account Manager
1st Heritage Credit
Kosciusko, Mississippi
03.2021 - 08.2021
- Coordinated loan applications and documentation, ensuring timely approvals for clients.
- Analyzed client needs to recommend appropriate financial products.
- Conducted regular account reviews to assess client progress and needs.
- Resolved client inquiries and issues promptly, contributing to high service quality and client satisfaction.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Acted as main point of contact in matters relating to client concerns and needs.
- Developed targeted strategies that enhanced revenue generation from existing accounts.
- Prepared monthly financial statements for each account.
- De-escalated customer interactions by providing alternative solutions to issues.
Education
Associate of Arts - Business Administration
Antonelli College
Jackson Ms05-2016
Skills
- Client account management
- Financial product knowledge
- Digital banking tools
- Customer relationship management
- Customer issue resolution
- Record keeping
- Problem solving
- Effective communication
- Time management
- Client education
Timeline
Relationship Banker 1
Regions Bank
11.2022 - Current
Account Manager
1st Heritage Credit
03.2021 - 08.2021
Associate of Arts - Business Administration
Antonelli College