Summary
Overview
Work History
Education
Skills
Timeline
Generic

Serena Underwood

Ukiah,CA

Summary

Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies. Well-versed in handling a high volume of cash on a daily basis. Knowledgeable about managing financial transactions, preventing fraud and complying with various security acts and regulations. Looking for a new position with room for advancement where sales abilities and a results-oriented nature will be highly valued.

Overview

10
10
years of professional experience

Work History

Licensed Insurance Agent

Jay Epstein Insurance
Ukiah, CA
09.2021 - Current
  • Approaches potential clients by using direct marketing mailings and phone contacts.
  • Determines client needs and financial situations by listening and scheduling fact-finding appointments.
  • Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
  • Upsells additional products and services after identifying customer needs and requirements.
  • Auto, home, and life sales and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Builds relationships with clients using active listening and issue resolution to provide excellent service.
  • Exceeds corporate quotas for monthly policy sales.
  • Provides coverage option information to assist clients in protecting assets.

Lead Teller Operations Supervisor

Chase Bank
01.2016 - 09.2021
  • Led associate focus groups and meetings to obtain suggestions, address concerns or issues and foster positive relations among team members and management.
  • Enhanced operational performance and reduced labor expenses by developing and optimizing standard practices.
  • Conducted root cause analysis in deficient areas to identify and resolve issues.
  • Motivated and trained employees to maximize team productivity.
  • Interacted well with customers to build connections and nurture relationships.
  • Managed, trained and motivated personnel to continuously improve knowledge and abilities in banking field.

Customer Service Representative

Allied Cash Advance
04.2014 - 12.2015
  • Responded to customer requests for products, services and company information.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Collected and analyzed customer information to prepare product or service reports.
  • Recorded account information to open new customer accounts.
  • Updated account information to maintain customer records.

Teller

Chase Bank
04.2012 - 02.2014
  • Educated customers on use of banking website and mobile apps.
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Handled various accounting transactions.
  • Calculated fees due, interest and change for customer transactions.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Processed customer transactions promptly, minimizing wait times.

Education

High School Diploma -

Ukiah High School
Ukiah, CA

Skills

  • Microsoft office (8 years)
  • Teller express (8 years)
  • Scheduling (5 years)
  • Cash Handling (10 years)
  • Data Entry
  • POS
  • Administrative Experience
  • Banking
  • Organizational Skills
  • Financial Services
  • Staff Management
  • Issue and Conflict Resolution
  • Scheduling and Coordinating
  • Customer Relations
  • Operational Efficiency

Timeline

Licensed Insurance Agent

Jay Epstein Insurance
09.2021 - Current

Lead Teller Operations Supervisor

Chase Bank
01.2016 - 09.2021

Customer Service Representative

Allied Cash Advance
04.2014 - 12.2015

Teller

Chase Bank
04.2012 - 02.2014

High School Diploma -

Ukiah High School

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Serena Underwood