Samantha Puckett
Cape Coral
Summary
Knowledgeable Assistant Branch Manager with comprehensive background in managing daily operations and enhancing customer experiences. Successfully led teams to exceed performance goals and implemented strategic initiatives to streamline processes. Demonstrated proficiency in financial oversight and staff development.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Assistant Branch Manager
Lake Michigan Credit Union
07.2024 - Current
- Supervised daily branch operations to ensure compliance with company policies and procedures.
- Developed training programs for staff, enhancing customer service and operational efficiency.
- Analyzed branch performance metrics to identify areas for improvement and implement strategic solutions.
- Led initiatives to streamline processes, reducing wait times and improving customer satisfaction scores.
- Mentored junior staff, fostering a culture of teamwork and professional development within the branch.
- Coordinated community outreach programs, strengthening relationships with local businesses and enhancing brand presence.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Realtor
Real Estate Broker
06.2014 - Current
- Advise sellers on how to make homes more appealing to gain the most return on their sale.
- Interview potential buyers to determine the best options for their needs within their budget.
- Effectively utilized web-based tools to manage a database of clients and prospects.
- Advised clients during home visits and inspections.
- Advocated for clients during sales negotiations.
- Communicated with all involved parties in a professional and timely manner.
- Prepared contracts and followed timelines to complete each transaction. Averaged 26 units a year with sales volumes of over $6M annually.
Personal Banker
JP Morgan Chase
06.2009 - 09.2010
- Proactively meet with customers to acquire, retain, and deepen customer relationships.
- Provide product and service recommendations for financial needs.
- Self-motivated to reach sales goals.
Lead Teller/Senior Service Representative/Member Service Representative
JP Morgan Chase
09.2005 - 01.2009
- Supervise Service Representatives
- Originate, Process, Close Loans
- Coach sales, procedures, and policies to Service Representatives
- Maintain Monthly/Quarterly/Annual Audit Reports
- Process various account transactions including deposits and withdrawals, sale of official items, loan and tax payments, and limited customer account maintenance.
- Reconcile daily deposit reports.
- Recognize and recommend banking services and products to clientele.
- Adhere to all policies and procedures.
- Control and maintain a $32,000 cash drawer.
- Solely responsible for maintaining an unlimited cash vault, including shipping and receiving all currency.
- Supply other staff tellers with cash and coins as needed.
- Participate in community events to position the bank as a leader in the region.
Service Representative
Citizens Financial Services
02.1998 - 03.1999
- Processed all banking transactions.
- Established new customer accounts as well as closed existing ones.
- Developed excellent customer relations.
Education
Bachelor of Science - Business Management and Communication
University of Phoenix
07.2012
Associate of Arts - Business
University of Phoenix
06.2010
Diploma - Business, Word Processing
Chesterton High School
Chesterton, INSkills
- Banking
- Coaching and mentoring
- Customer relationships
- Cash handling expertise
- Excellent work ethic
- Attention to detail
- Branch operations management
- Business development
- Marketing
- Team development
- Relationship building and management
- Staff education and training
Accomplishments
- Supervised team of 6 staff members.
- Awarded “Star Performer” in 2023 & 2024.
Certification
- Real Estate Broker – Indiana, 2014-current
- Real Estate Agent – Tennessee 2021, Florida 2021-current
- Notary – Florida 2022-2027, Indiana (expired)
- NMLS 2516129
- FINRA Series 6, & 63 – 2009-2014
- Indiana Life Insurance 2009-2014
- Florida Life Insurance-214, 229-Current
Timeline
Assistant Branch Manager
Lake Michigan Credit Union
07.2024 - Current
Realtor
Real Estate Broker
06.2014 - Current
Personal Banker
JP Morgan Chase
06.2009 - 09.2010
Lead Teller/Senior Service Representative/Member Service Representative
JP Morgan Chase
09.2005 - 01.2009
Service Representative
Citizens Financial Services
02.1998 - 03.1999
Associate of Arts - Business
University of Phoenix
Diploma - Business, Word Processing
Chesterton High School
Bachelor of Science - Business Management and Communication
University of Phoenix
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