Samantha Fitzmaurice
Rochester,NY
Summary
Proven Financial Wellness Advisor with a robust background at Key Bank and Kinecta Credit Union, excelling in money handling and customer service. Achieved over 200% of quarterly goals, demonstrating exceptional loan processing skills and fraud prevention expertise. NMLS certified, I leverage active listening and financial acumen to exceed client expectations and support team objectives.
Overview
6
6
years of professional experience
Work History
Financial Wellness Advisor
Key Bank
Rochester , NY
09.2023 - Current
- I am trained to do both Teller and Personal Banker.
- I am in charge of making my own personal goals while managing both positions.
- I have made each quarter's goal, except for one quarter I missed due to a family death, and I made up for it in quarter 4 by being over 200%.
- I've traveled to different branches, helping them since I do both jobs; they utilize me.
- Cash handling.
- Personal banking.
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Conducted account openings and closings for clients.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Processed loan applications according to established guidelines.
- Maintained and built strong client relationships through quality, personalized interactions.
- Used customer and bank records to investigate and correct errors upon customer request.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Used currency-counting machine to count currency and received checks.
- Maintained accurate records of all transactions conducted throughout the day.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
- Recognized opportunities for cross-selling additional banking products or services.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Identified transaction errors for unbalanced debits and credits.
- Cross-sold banking products such as credit cards, loans and investments.
- Monitored changes in laws related to banking policies and procedures.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
- Prepared bank deposits, general ledger postings and statements.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Financial Wellness Advocate
Kinecta Credit Union
Rochester, NY
04.2022 - 09.2023
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Conducted account openings and closings for clients.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Maintained and built strong client relationships through quality, personalized interactions.
- Processed loan applications according to established guidelines.
- Used customer and bank records to investigate and correct errors upon customer request.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Used currency-counting machine to count currency and received checks.
- Maintained accurate records of all transactions conducted throughout the day.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
- Recognized opportunities for cross-selling additional banking products or services.
Personal Banker
ESL Federal Credit Union
Rochester , NY
07.2019 - 04.2022
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Conducted account openings and closings for clients.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Processed loan applications according to established guidelines.
- Maintained and built strong client relationships through quality, personalized interactions.
- Used customer and bank records to investigate and correct errors upon customer request.
- Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
- Provided customer service to clients, including answering questions and resolving issues.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Alleviated issues quickly by getting in touch with customers and explaining steps for successful resolution.
- Met with customers to analyze financial needs and maximize sales opportunities.
- Top for wealth for ESL, as well.
- I attended I-visits to other locations at the corporate office.
- Received three fraud awards.
Education
Fairport
Fairport 06-2008
Some College (No Degree) - Language Arts Education
Monroe Community College
Rochester, NYSkills
Money handling
- Completed accurate money counts, both manually and by machines
- Balanced and organized cash register by handling cash, counting change
Customer service
- completed special assignments in a timely manner
- Helped multiple clients
- serviced clients' accounts
- Loan processing
- NMLS certified (NMLS ID) 1646335
- Fraud prevention
- Banking
- Upselling
- Member support
- Goal oriented
- Financial product sales
- Sales proficiency
- Cross-selling
- Loans
- Financial statements preparation
- Financial advisement
- Professional appearance
- Loan application advise
Affiliations
- I am active with the community I have volunteered with multiple organizations
- pirate toy fund
- Monroe clean sweep
- helped make lunches for the homeless
- volunteered for veterans outreach as my father was one.
Accomplishments
- In my whole career in banking I've received 3 fraud awards
- I make my bonuses each quarter
- I help clients achieve their financial goals
- I strive to a better banker each and everyday
- I am always learning new things from different managers and colleagues
- I've been recognized 3x since joining Key bank
References
References available upon request.
Timeline
Financial Wellness Advisor
Key Bank
09.2023 - Current
Financial Wellness Advocate
Kinecta Credit Union
04.2022 - 09.2023
Personal Banker
ESL Federal Credit Union
07.2019 - 04.2022
Fairport
Some College (No Degree) - Language Arts Education
Monroe Community College
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