Summary
Overview
Work History
Education
Skills
Certification
Years Of Experience
Timeline
Generic

Shannon Holloway

League City,Tx

Summary

Proven track record of building strong client relationships. Driving revenue through banking solutions. Ensuring compliance with banking compliance and regulations. Adept to assessing and problem solving customer needs. Recommending appropriate products and referrals in investments. Delivering exceptional customer experience. Known for professionalism, integrity, and a consultative approach to banking. Built strong local community relationships that contributed to personal and company growth.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Personal Banker

Wellby Financial
04.2024 - 09.2024
  • Building portfolios and data for current and future customers.
  • Proven track record of building strong client relationships.
  • Driving revenue through banking solutions.
  • Ensuring compliance with banking compliance and regulations.
  • Adept to assessing and problem solving customer needs.
  • Recommending appropriate products and referrals in investments.
  • Delivering exceptional customer experience.
  • Known for professionalism, integrity, and a consultative approach to banking.
  • Opening new and maintaining checking, savings, and retirement accounts.
  • Identifying cross selling opportunities.
  • Processed loan applications and guided clients through pre-approvals, auto loans and lines of credit.
  • Built strong local community relationships that contributed to personal and company growth.
  • Teller- Maintained and balanced personal teller drawer daily transactions averaging $20,000+.
  • Achieving full accuracy 100%.
  • Processed deposits, withdrawal, loan payments and other financial transactions with detail and efficiency.
  • Resolved any cash discrepancies quickly and accurately in compliance with audits.
  • Dual control policies and procedures when handling cash and vault transactions.
  • Responded promptly and professionally to customer inquiries via email, and phone calls.

Universal Banker

Moody National Bank
07.2023 - 02.2024
  • Notary Public.
  • NMLS.
  • Advised clients on financial solutions from checking /savings accounts, credit cards and personal loans.
  • Single point of contact for customers through front line service.
  • Opened and maintained various accounts Cd, IRA, money market and mobile banking.
  • Handled customer inquiries via phone, email and in person.
  • Quick resolution and followup with cross departmental relationships.
  • Supported branch operations such as vault balancing AtM, end of the day reporting.
  • Maintained full regulatory compliance with BSA, WIRE and internal departments.
  • Balanced teller drawer daily, managing high volume transactions with 100% accuracy.
  • Built strong customer relationships through face to face interaction.
  • Cash handled unlimited amounts of cash.
  • Resolving Fraud, debit card and debit card disputes /stop payments.

Retail Banker III

Woodforest National Bank
07.2015 - 12.2022
  • Banker of the year - 2015.
  • Delivered full service banking to clients and small business customers.
  • Opening various accounts, Business, Cd, and IRA.
  • Resolving customer concerns and enhancing loyalty.
  • Meet and exceed goals through company expectations.
  • Processing transactions and assisting with loan and credit applications.
  • Maintained and balanced teller drawer with cash transactions averaging $25k-$70k.
  • 100% accuracy and audit compliance.
  • Cash ordering and vault balancing with dual control.
  • Identify customer needs through conversation, cross selling, and recommending products.
  • Promoted mobile and digital banking to increase customer self service and enhance convenience.
  • Adhered to security protocol while handling sensitive information.
  • Participated in branch operational duties vault balancing, ATM replenishment and cash shipment.
  • Volunteered in local community events and referral campaigns to attract new business.
  • Cash override approval limit of $5k.
  • Collaborated with internal departments through email to resolve client issues.

Member Service, Cashier

Sam's Club
06.1996 - 08.2018
  • Company Overview: Retail
  • Delivered exceptional member service in a fast paced retail environment.
  • Assisting thousands of customers weekly with purchases, memberships, and account issues.
  • Consistently ranked as top performer in sales, credit card sign ups and service goals in multiple departments.
  • Trained and mentored new associates on company procedures, pos systems and customer engagements.
  • Resolved escalated concerns with professional and efficiency/ customer service.
  • Managed cash registers, returns, membership cards and credit applications to the highest satisfaction.
  • Supported store operations, audits and store operations.
  • Volunteered through various programs, schools, Feed the hungry and Childrens miracle network.
  • Retail

Education

High School Diploma -

La Marque High School

Skills

  • Microsoft Excel
  • Outlook
  • Microsoft Word
  • PowerPoint
  • Google Search
  • DocuSign
  • Fis
  • Horizon Software
  • Symitar Core Banking
  • Teams
  • Zoom
  • Internal Messaging Tools

Certification

  • Notary Public
  • NMLS

Years Of Experience

15

Timeline

Personal Banker

Wellby Financial
04.2024 - 09.2024

Universal Banker

Moody National Bank
07.2023 - 02.2024

Retail Banker III

Woodforest National Bank
07.2015 - 12.2022

Member Service, Cashier

Sam's Club
06.1996 - 08.2018

High School Diploma -

La Marque High School

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