SAMANTHA ROMO
BancFirst
Owasso,OK
1
Certification
9
years of professional experience
Client-focused Private Banker with extensive experience in private banking, relationship management, and financial services. Achieves sales goals through building strong client relationships and tailoring financial solutions. Bilingual in English and Spanish, skilled in managing sensitive financial information.
Work History
Private Banker
4 Years 6 Months- Consistently achieve 100% of monthly and quarterly sales goals, contributing to branch production and revenue growth.
- Manage and strengthen client relationships by understanding individual financial needs and delivering personalized solutions aligned with client goals and portfolios.
- Delivered financial planning support by collecting, organizing, and reviewing financial histories and required documentation to inform client strategies.
- Identified and capitalized on opportunities to deepen client relationships through tailored lending, deposit, and banking product recommendations.
- Ensured compliance and confidentiality while managing sensitive financial information and complex client requests to uphold service excellence.
Relationship Banker
2 Years 1 Month- Advised customers on banking products and services, tailoring recommendations to meet individual financial needs.
- Advised customers on banking products and services, including direct deposit, certificates of deposit, ATM services, and account solutions.
- Supported teller operations by addressing customer inquiries and enhancing service delivery for new and existing customers.
- Applied banking procedures and skills to streamline processes, enhancing daily efficiency and enriching customer interactions.
Service Writer
1 Year 11 Months- Coordinated service scheduling and developed precise repair estimates with sales and service teams, enhancing workflow efficiency.
- Resolved customer concerns, fostering retention and repeat business through positive customer experiences.
- Managed customer calls and emails, clearly communicating product and service information to ensure understanding and satisfaction.
Education
Associate of Science - Criminal Justice
- Gear Up Scholarship Recipient
- Professional development in criminal justice
High School Diploma
Skills
Private Banking
Financial Advising & Planning
Revenue generation
Lending & Deposit Products
Client Retention & Cross-Selling
Consumer & Business Banking
Compliance & Confidentiality
Relationship building
Financial analysis
Certification
- Yearly HELOC Sales
- Yearly Auto Loan Sales
COMMUNITY
BancFirst, Supports underserved communities through credit-building education, financial literacy initiatives, and donation drives throughout the year.
Section name
- 100% SALES GOAL ACHIEVEMENT
- Monthly + quarterly performance
Timeline
Private Banker
BancFirst
02.2022 - CurrentRead More
Relationship Banker
Bank of America
01.2020 - 02.2022Read More
Service Writer
Good Hands Auto Care
01.2018 - 12.2019Read More
Aurora Central High School
High School Diploma
Read More
Purdue University – North Central
Associate of Science from Criminal Justice
Read More