Samantha Johnson
Wetumpka,AL
Summary
Team Leader experienced in directing activities of workgroups. Develops strategies, provides training, sets goals and obtains team feedback. Excellent interpersonal and communication skills. Big picture focus with excellence in communicating goals and vision to succeed. Problem solver, networker, and consensus builder and proficient in sales and customer service.
Overview
6
6
years of professional experience
Work History
Team Lead
Regions
10.2022 - Current
- Maintained high efficiency in a fast-paced call center setting
- Assist banking clients with unique needs, including discussing banking products and personal financial goals
- Provide suggestions to clients to deliver ideal banking products, including bank accounts and investment accounts
- Field complaints and criticism and provide actionable resolutions to challenges
- Enroll clients for new accounts, credit cards, CDs, loans, and other solutions to provide personal finance resources
- Communicate empathetically with bank customers to identify conflict resolutions and ensure positive customer interactions
- Evaluated customer needs and identified appropriate banking solutions
- Provide financial advice using advanced knowledge of bank practices, accounts, credit cards, and loan payments
- Analyzed financial risk to help clients [make sound investment choices]
- Helped organize and manage [due diligence] forms
- Attended [video and in-person] client meetings
- Helped manage portfolio of [10+] clients
- Built and maintained positive [client] relationships
- Develop financial models and investment strategies for client portfolios valued at [$300K-$1M] and provide recommendations for [valuations, M&A, and product offerings]
- Support new customers in opening [checking and saving] accounts and applying for [mortgage] loans, including reviewing client financial documentation and transactions
- Delivered exceptional customer service to [new and existing] banking clients, processed transactions, and managed deposits
- Addressed and resolved customer issues regarding [overdrafts, fraudulent charges, loan applications, fees, and overdue credit payments]
- Establish [small and medium-sized] business accounts and collaborate with [home lenders and financial advisors] to provide support for all customer financial needs
Banker III
PNC
05.2021 - 10.2022
- Opened and closed accounts per customer request
- Clarified clients’ banking needs and suggested appropriate accounts and service
- Develop financial models and investment strategies for client portfolios valued at [$300K-$1M] and provide recommendations for valuations, M&A, and product offerings
- Help customers open new bank accounts and access online services
- Provide suggestions to clients to deliver ideal banking products, including bank accounts and investment accounts
- Field complaints and criticism and provide actionable resolutions to challenges
- Promoted banking products, including credit cards and investment accounts
- Provide financial advice using advanced knowledge of bank practices, accounts, credit cards, and loan payments
- Educate clients on additional banking products available, including certificates of deposit and personal loans
- Assisted bank tellers with processing financial products, including cashing checks and money orders
FRC
Regions
01.2019 - 05.2021
- Maintained high efficiency in a fast-paced call center setting
- Opened and closed accounts per customer request
- Money management
- Cash and deposited checks
- Provided excellent customer service
- Made up 20 calls a day
- Field complaints and criticism and provide actionable resolutions to challenges
- Sales
- Analyzed financial risk to help clients
- Educated clients on additional banking products
- Communicate empathetically with bank customers to identify conflict resolutions and ensure positive customer interactions
Skills
- Performance monitoring
- Trend tracking
- Work assignment delegation
- Human resources management
- Marketing
- Talent acquisition
- Strategic planning
- Bank sales
- Sales mastery
Timeline
Team Lead
Regions
10.2022 - Current
Banker III
PNC
05.2021 - 10.2022
FRC
Regions
01.2019 - 05.2021
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