Sarah Williams
Wilmington,DE
Summary
Organized financial professional aiming to fulfill Personal Banker role within a dynamic team. Driven to bring value through extended knowledge of financial products, services, and branch operations.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Personal Banker II
Wilmington Savings Fund Society
10.2018 - Current
- Interview customers to obtain information needed for opening accounts and loans
- Process loan applications
- Order a supply of cash to meet branch daily needs
- Establish and maintain relationships with individual or business customers and provide assistance with their banking needs
- Perform branch retention and operations monthly and quarterly to make sure we are in compliance
- Perform teller duties as required
- Mentor for New Hire Employees
- Perform Sales Goals Monthly and Quarterly.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Verified customer identity and reviewed documentation for accuracy.
Relationship Banker
Citizens Bank
05.2017 - Current
- Establish and maintain relationships with individual or business customers and provide assistance with their banking needs
- Refer customers to appropriate bank personnel to meet their financial needs
- Interview customers to obtain information needed for opening accounts and loans
- Process loan applications
- Execute wire transfers of funds
- Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit
- Perform teller duties as required
- Branch Vault Custodian
- Order a supply of cash to meet branch daily needs
- Monitor bank vaults to ensure cash balances are correct
- Count currency, and coins, by hand or using currency-counting machine, to prepare them for deposit or shipment to the Federal Reserve Bank
- Perform branch operations to make sure we are compliance
- Conduct weekly reviews to ensure that compliance procedures are followed within branch
- Branch ATM Custodian
- Balance and Settle ATM Weekly.
Sales Associate Womens Shoes
Macys
07.2014 - 07.2017
- Greet customers and ascertain what each customer wants or needs
- Recommend, select, and help locate or obtain merchandise based on customer needs and desires
- Describe merchandise and explain use, operation, and care of merchandise to customers
- Help customers try on or fit merchandise
- Maintain knowledge of current sales and promotions, policies regarding payment and exchanges, and security practices
- Open and close cash registers, performing tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits
- Watch for and recognize security risks and thefts, and know how to prevent or handle these situations
- Inventory stock and requisition new stock
- Ticket, arrange and display merchandise to promote sales
- Exchange merchandise for customers and accept returns.
Store Manager
Foot Locker Granite Run Mall
02.2013 - 02.2014
- Reported to the district manager regarding all store and staff issues
- Scheduled and led weekly store meetings for all employees
- Assigned employees to specific duties to best meet the needs of the store
- Conducted store inventories twice year
- Greeted customers entering the store to ascertain what each customer wanted or needed
- Handled all customer relations issues in a gracious manner and in accordance with company policies
- Resolved all customer complaints in a professional manner while prioritizing customer satisfaction
- Shared best practices for sales and customer service with other team members to help improve the store's efficiency
- Recognized and rewarded outstanding work performance to cultivate a positive and collaborative customer service culture
- Hire, train, and evaluate personnel in sales or marketing establishments, promoting or firing workers when appropriate
- Plan and direct staffing, training, and performance evaluations to develop and control sales and service programs
- Review operational records and reports to project sales and determine profitability.
Store Manager
Lady Foot Locker Gallery
06.2008 - 02.2014
- Reported to the district manager regarding all store and staff issues
- Educated customers about the brand to incite excitement about the company's mission and values
- Welcomed customers into the store and helped them locate items
- Resolved all customer complaints in a professional manner while prioritizing customer satisfaction
- Recognized and rewarded outstanding work performance to cultivate a positive and collaborative customer service culture
- Achieved sales goals and service performance requirements of $800,000 in YTD sales through customer sales
- Recipient of multiple positive reviews acknowledging dedication to excellent customer service
- Managed staff of 6 sales associates, 2 team leaders and 2 assistant managers
- Completed profit and loss performance reports
- Increased profits through effective sales training and troubleshooting profit loss areas
- Promoted Team Leaders to Assistant Managers within 6-9 months
- Interviewed job candidates and made staffing decisions
- Reordered inventory when it rose above predetermined levels.
Store Manager
Lady Foot Locker Dover Mall
07.2006 - 06.2008
- Promoted to higher volume store within 24 months
- Assigned employees to specific duties to best meet the needs of the store
- Instructed staff on appropriately handling difficult and complicated sales
- Hired, trained and evaluated personnel in sales and marketing
- Examined merchandise to verify that it was correctly priced and displayed
- Increased profits through effective sales training and troubleshooting profit loss areas
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
Education
Bachelor of Science - Human Resources Management
Goldey-Beacom College
Wilmington, DE06.2026
High School Diploma -
Paul M Hodgson Vocational Technical High School
01.1997
Skills
- Complex Problem solving
- NMLS ID#1625006
- Operations
- Customer and Personal Service
- Time management
- Basic math
- Retail Management
- Banking
- Banking Policies and Procedures
Certification
Delaware Notary Public, 02/01/20
Additional Information
References upon Request
Personal Information
- Willing To Relocate: Anywhere
- Title: Relationship Banker - Citizens Bank
Timeline
Personal Banker II
Wilmington Savings Fund Society
10.2018 - Current
Relationship Banker
Citizens Bank
05.2017 - Current
Sales Associate Womens Shoes
Macys
07.2014 - 07.2017
Store Manager
Foot Locker Granite Run Mall
02.2013 - 02.2014
Store Manager
Lady Foot Locker Gallery
06.2008 - 02.2014
Store Manager
Lady Foot Locker Dover Mall
07.2006 - 06.2008
Bachelor of Science - Human Resources Management
Goldey-Beacom College
High School Diploma -
Paul M Hodgson Vocational Technical High School
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