SANDRA SMIKLE LINDO
Port St Lucie,FL
Summary
Professional with solid experience in personal banking, skilled in client relationship management, financial advising, and account management. Strong focus on team collaboration and achieving results, adaptable to changing needs. Expertise in financial analysis, risk assessment, and regulatory compliance, known for reliability and integrity.
Overview
26
26
years of professional experience
Work History
Licensed Personal Banker
Wells Fargo Bank
07.2019 - Current
- Cultivated and strengthened relationships with new and existing clients.
- Educated clients on various financial matters and provided options on financial opportunities, products and services based on each clients' individual needs.
- Assisted clients in making beneficial and strategic decisions centered around their financial needs
- Partnered with Financial Advisor as a Brokerage Associate to assist clients with options for their retirement and investments.
- Partnered with Home Mortgage Consultant in assisting clients with their home purchase needs.
Relationship Banker
JPMorgan Chase
04.2014 - 05.2015
- Played a critical role in client acquisition and retention through actively interacting with client on a day to day basis.
- Developed and maintain relationships with clients and offering profitable solutions for their banking needs.
- Wore the hats of Small Business Specialist and Manager on Duty.
- Maintained friendly and professional customer interactions.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Executed wire transfers, stop payments and account transfers
- Instrumental in keeping overall customer satisfaction over 90.
Relationship Banker
Branch Banking & Trust Co
10.2012 - 03.2014
- Planned and executed events and marketing programs, producing five times target number of qualified leads.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Opened accounts and cross sell products.
- Profiled and analyzed clients to develop customized financial strategies for their financial needs.
Personal Banker
Bank Atlantic
09.2011 - 09.2012
- Provided the perfect client experience by greeting and assisting clients, also resolving clients' complaints regarding sales and service.
- Built profitable relationships by earning clients trust.
Teller
Bank of America
07.2011 - 09.2011
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Coordinated daily cash reconciliation at a high-volume location.
- Maintained balancing record with 100% rate of accuracy.
Teller Audit Clerk, Credit Clerk, Business Development Officer, Delinquency Officer
National Commercial Bank Ja. Ltd - Ocho Rios
06.1999 - 08.2010
- Organized weekly sales reports for the sales department to track product success.
- Excelled in exceeding daily credit card application goals.
- Opened new customer accounts, including checking, savings and lines of credit.
- Processed sales referrals and promoted bank services and products.
- Established new customer accounts including checking, savings, lines of credit and loans.
- Balanced daily cash deposits and bank vault inventory with a zero error rate.
- Processed cash withdrawals.
- Prospected and conducted face-to-face sales calls with business executives and directors throughout assigned territory.
01.2007 - 01.2008
- Received "peer to peer"Award for building team spirit boosting staff morale.
- (National Commercial Bank 2007-8) Recognized for excellence in, by peers, management and customers (National Commercial Bank.
Education
Bachelor of Science - Management Studies
University of The West Indies
Ocho Rios, JamaicaAssociate of Science - Marketing
Jamaican Institute of Management
Ocho Rios, JamaicaSkills
- Business development
- Sale expertise
- Credit assessment
- Money handling
- Customer Service-oriented
- Banking operations knowledge
- Forward-thinking
- Goal oriented
- Relationship management
- Loan origination
- Portfolio management
- Cross-selling products
- Banking regulations
- Creative thinking
- Employee motivation
Affiliations
- Member of Jamaica Cancer Society (Ocho Rios Chapter)from 2004 to 2006 - Instrumental in planning Relay for Life Events.
- CERTIFICATIONS
- FINRA Series 6
- Series 63
- Notary Public
Timeline
Licensed Personal Banker
Wells Fargo Bank
07.2019 - Current
Relationship Banker
JPMorgan Chase
04.2014 - 05.2015
Relationship Banker
Branch Banking & Trust Co
10.2012 - 03.2014
Personal Banker
Bank Atlantic
09.2011 - 09.2012
Teller
Bank of America
07.2011 - 09.2011
01.2007 - 01.2008
Teller Audit Clerk, Credit Clerk, Business Development Officer, Delinquency Officer
National Commercial Bank Ja. Ltd - Ocho Rios
06.1999 - 08.2010
Associate of Science - Marketing
Jamaican Institute of Management
Bachelor of Science - Management Studies
University of The West Indies
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