Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Accomplishments
References
Timeline
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Samoa Barrios

Calera,OK

Summary

Dynamic and award-winning Relationship Banker with extensive experience at First United Bank & Trust, recognized for exceptional financial services and relationship management. Achieved the prestigious Relationship Banker of the Year title in both 2022 and 2023 through resourcefulness and a commitment to superior customer service. Proven ability to enhance client satisfaction and loyalty by excelling in community relations and creative problem-solving. Dedicated to leveraging expertise to further drive client engagement and organizational success.

Overview

4
4
years of professional experience

Work History

Senior Relationship Banker

First United Bank & Trust
Sherman, TX
04.2022 - Current
  • Educated customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Performed special services for customers, ordering bank cards and checks.
  • Suggested tactics to improve banking functions and products.
  • Evaluated customer requests for overdrafts or line-of-credit increases.
  • Provided financial education and advice to clients, enhancing their understanding of banking options.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Balanced daily cash deposits and vault inventory with zero error rate.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Identified financial needs of customers and presented appropriate product and service options.
  • Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
  • Acted as pivotal point of contact between bank branches regarding guidelines and practices.
  • Resolved discrepancies concerning customers' accounts, improving client satisfaction.
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Managed and deepened client relationships by providing personalized financial solutions and advice.
  • Collaborated with internal teams on projects aimed at improving customer experience.
  • Verified amounts and integrity of every check or funds transfer.
  • Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
  • Promoted financial products with targeted direct mailings, in-branch selling, and outbound calls.
  • Participated in weekly sales meetings to discuss progress towards goals, challenges faced.
  • Integrated marketing promotions and programs into conversations to educate and inform customers.
  • Reported daily averages and shortages to operations department.
  • Advised customers on bank products, services and financial planning options.

Relationship Banker II

First United Bank & Trust
Sherman, TX
05.2022 - 04.2024
  • Identified and pursued new business opportunities through targeted outreach and networking.
  • Provided financial advice to clients based on their needs and goals.
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
  • Educated clients about various banking products available at the institution.
  • Maintained records of all customer interactions in a secure database system.
  • Provided financial education and advice to clients, enhancing their understanding of banking options.
  • Maintained customer data confidentiality while inputting information into system.
  • Used currency-counting machine to count currency and received checks.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Participated in community events and workshops to promote bank services and financial literacy.
  • Prepared bank deposits, general ledger postings and statements.
  • Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
  • Used customer and bank records to investigate and correct errors upon customer request.
  • Used job-related software and computer to collect and record customer deposits, fees and issue receipts.

Relationship Banker

First United Bank & Trust
Sherman, TX
09.2020 - 05.2022
  • Responded promptly to customer queries and complaints to find solutions and diffuse tension.
  • Identified financial needs of customers and presented appropriate product and service options.
  • Entered new account information into computers and filed related forms and other documents.
  • Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
  • Identified transaction errors for unbalanced debits and credits.
  • Prepared bank deposits, general ledger postings and statements.
  • Facilitated account openings, including checking, savings, and investment accounts, adhering to compliance standards.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Managed and deepened client relationships by providing personalized financial solutions and advice.
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Built long-term relationships with customers by providing personalized service and support.

Education

High School Diploma -

Juan Del Corral
Bogota Colombia
11-1990

Some College (No Degree) - Business

Business Information Technology
Durant, OK

Skills

  • Account closings
  • Banking
  • Financial services
  • Resourcefulness
  • Community relations
  • Relationship building and management
  • Creative thinking
  • Employee motivation
  • Superior customer service skills
  • Teller background
  • Money handling

Affiliations

  • Painting
  • reading
  • spend time with my family
  • walk

Languages

Spanish
Native/ Bilingual

Accomplishments

  • Elevate awards every quarter
  • Relationship Banker of the Year, 2022, and 2023
  • Elevate Awards 2020 to 2024 2022,2023, 2024
  • Top Banker nominated for 2024

References

References available upon request.

Timeline

Relationship Banker II

First United Bank & Trust
05.2022 - 04.2024

Senior Relationship Banker

First United Bank & Trust
04.2022 - Current

Relationship Banker

First United Bank & Trust
09.2020 - 05.2022

High School Diploma -

Juan Del Corral

Some College (No Degree) - Business

Business Information Technology

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Samoa Barrios