Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Samantha Lockwood

West Allis

Summary

With a proven track record at The Equitable Bank, I excelled in enhancing client satisfaction and operational efficiency. My expertise in fraud detection and commitment to professionalism significantly boosted audit scores. Demonstrating advanced problem-solving and empathy, I led initiatives that improved service delivery and fostered team collaboration.

Experienced with deposit operations, ensuring accuracy and efficiency in all tasks. Utilizes strong analytical skills to enhance process workflows. Knowledge of regulatory compliance.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Senior Bank Teller

The Equitable Bank
07.2017 - Current
  • Played a key role in achieving consistently high audit scores by adhering to strict compliance policies and procedures.
  • Facilitated efficient account opening for new clients, guiding them through the process with clear explanations and documentation assistance.
  • Collaborated with team members to continually improve processes and enhance overall branch performance.
  • Reinforced security measures by adhering to established protocols and promptly reporting suspicious activity.
  • Cultivated lasting client relationships through exceptional interpersonal skills and personalized service.
  • Assisted branch management with audits and compliance requirements, maintaining an exemplary record of accuracy.
  • Demonstrated proficiency in operating various banking systems, ensuring seamless transaction processing for customers.
  • Resolved customer inquiries or issues promptly, escalating more complex situations to appropriate personnel when necessary.
  • Maintained a thorough understanding of bank products, services, and regulations, ensuring the ability to provide knowledgeable guidance to customers.
  • Recognized and prevented fraudulent activities and suspicious transactions.
  • Supported customers in navigating online banking platforms and mobile applications, promoting digital services adoption among clients.
  • Investigated and promptly resolved issues with patron accounts.
  • Executed wire transfers, stop payments and account transfers.
  • Maintained friendly and professional customer interactions.
  • Performed account maintenance by closing out accounts and changing customer addresses.

Bank Teller

North Shore Bank
08.2009 - 05.2014
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
  • Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
  • Reconciled cash drawer and resolved discrepancies.
  • Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
  • Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
  • Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.

Education

High School Diploma -

Greenfield High School
Greenfield, WI
06-2009

Skills

  • Patience and tolerance
  • Professionalism and integrity
  • Goal-oriented mindset
  • Cash handling expertise
  • Fraud detection skills
  • Advanced problem solving
  • Customer privacy protection
  • Transaction processing speed
  • Listening and empathy
  • Problem-solving
  • Attention to detail
  • Verbal and written communication
  • Problem resolution
  • Team collaboration and leadership
  • Complex Problem-solving

Certification

Notary Public

Signature Guarantee

Timeline

Senior Bank Teller

The Equitable Bank
07.2017 - Current

Bank Teller

North Shore Bank
08.2009 - 05.2014

High School Diploma -

Greenfield High School

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Samantha Lockwood