Samantha Giorgio

Work History

First Citizens Bank & Trust

03.2015 - Current

Increased client satisfaction by providing tailored financial advice and investment recommendations
Provided excellent lending service including in house mortgages, Equity Lines and Loans, both small business and consumer secured and unsecured lending
Enhanced customer relationships with personalized service and addressing individual concerns promptly.
Collaborated with team members to achieve sales targets and improve overall branch performance.
Managed a portfolio of high net-worth clients, ensuring their financial goals were achieved through strategic planning.
Identified opportunities to cross-sell products, resulting in increased revenue for the bank.
Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
Facilitated educational workshops on various financial topics, empowering clients to make informed decisions about their finances.
Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
Advised clients on retirement planning options such as IRAs or annuities based on individual goals.
Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.

CertusBank

06.2013 - 10.2015

Streamlined account opening processes for increased efficiency in new customer onboarding.
Operational lead over the branch maintaining the service line, audits, and all compliance and regulatory requirements
Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.

First Citizens Bank & Trust

10.2010 - 06.2013

Streamlined teller operations for improved accuracy and efficiency in transaction processing.
Increased team productivity with regular coaching and performance feedback sessions.
Reduced errors by implementing strict audit procedures and monitoring daily transactions.
Improved cross-selling success through targeted training and employee incentives.
Maintained compliance with all regulatory requirements, regularly reviewing policies and procedures.
Fostered a positive work environment by promoting open communication and collaboration among team members.
Boosted overall branch performance by developing strong relationships with customers and providing personalized service.
Implemented new processes to streamline cash handling procedures, reducing risk of loss or theft.
Managed teller schedules, ensuring adequate staffing levels during peak business hours.
Oversaw staff training initiatives, ensuring all tellers were knowledgeable about products, services, and operational procedures.
Conducted regular performance evaluations for teller staff, identifying areas for improvement.
Assisted in recruiting new tellers, conducting interviews and making hiring recommendations based on candidate qualifications.
Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
Examined tellers' reports of daily transactions for accuracy.
Trained new hires on customer service policies and procedures.