Sarah Schwartz
Dallas,TX
Summary
Detail-oriented individual skilled in customer service and banking. I prioritize attention to details and adaptability. Experienced in educating clients about banking products while ensuring compliance with security protocols, driving operational excellence in consumer and commerical banking.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Universal Banker
B1BANK
Heath, TX
08.2025 - Current
- Assisted customers with account openings, transactions, and inquiries to enhance satisfaction.
- Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
- Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
- Educated clients on banking products and services to promote informed decision-making.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
Account Manager
A5 Experiential
Dallas, TX
01.2025 - 04.2025
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Conducted product presentations and demonstrations tailored to client needs and preferences.
- Anticipated clients' needs by staying in touch on regular basis.
- Recognized as a top performer among peers, consistently achieving high levels of customer satisfaction and retention rates.
- Trained peers and management team on internal system supports and implementation plans.
Waitress
Culpepper Cattle Company
Rockwall, TX
08.2023 - 01.2025
- Provided exceptional customer service, ensuring a welcoming dining experience for all guests.
- Assisted in menu knowledge, effectively communicating daily specials and promotions to patrons.
- Collaborated with team members to maintain cleanliness and organization of dining area.
- Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
- Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
Beauty Advisor
Ulta Cosmetics
Rockwall, TX
09.2021 - 05.2022
- Advised clients on skincare and makeup products tailored to individual needs.
- Demonstrated product application techniques, enhancing customer understanding and experience.
- Managed inventory levels, ensuring optimal product availability and display aesthetics.
- Trained new staff on product knowledge and customer service best practices.
Education
Associate of Applied Science - Business Management
Collin County Community College
Plano, TX12-2025
Skills
- Branch operations
- Customer needs assessment
- Loss prevention
- Transaction processing
- Commercial banking
- Consumer banking
Certification
- Certified Paralegal, Texas A&M - May 2021-August 2021
Timeline
Universal Banker
B1BANK
08.2025 - Current
Account Manager
A5 Experiential
01.2025 - 04.2025
Waitress
Culpepper Cattle Company
08.2023 - 01.2025
Beauty Advisor
Ulta Cosmetics
09.2021 - 05.2022
Associate of Applied Science - Business Management
Collin County Community College