Sherry Adams
Summary
Experienced financial services associate well-versed in customer care and successful in achieving sales goals while maintaining high levels of customer satisfaction. Outgoing personality with attention to delivering outstanding customer experiences.
Overview
10
10
years of professional experience
Work History
Relationship Banker 2
Arvest Bank
12.2022 - Current
- Develop and maintain banking relationships with both personal and business customers by making phone calls, office appointments and making visits to local businesses
- Assess customer needs and suggest appropriate products and services to provide financial solutions
- Facilitate consumer loans including Home Equity Lines of Credit and Home Equity loans
- Introduce and refer customers to strategic partners in order to fully bank customers
- Assist with Teller transactions as needed
- Resolved problems, improved operations and provided exceptional service
- Worked effectively in fast-paced environments
- Organized and detail-oriented with a strong work ethic
- Demonstrated respect, friendliness and willingness to help wherever needed
- Proven ability to develop and implement creative solutions to complex problems
- Acted as a team leader in group projects, delegating tasks and providing feedback
- Excellent communication skills, both verbal and written
- Managed time efficiently in order to complete all tasks within deadlines
Wire Payment Specialist
Arvest Bank
06.2022 - 12.2022
- Assist internal and external customers in facilitating wire transfers
- Receiving wire requests both by phone and email and processing those requests in timely manner
- Verifying customers to protect bank and customer against loss via fraud
- Processing exchange of foreign currencies
- Assisting internal and external customers with wire questions or issues
- Processed buying and selling of Foreign Currencies
- Paid attention to detail while completing assignments
- Learned and adapted quickly to new technology and software applications
- Demonstrated respect, friendliness and willingness to help wherever needed
Financial Sales Representative
Arvest Bank
07.2021 - 06.2022
- Develop and maintain banking relationships with both personal and business customers by making phone calls, office appointments and making visits to local businesses
- Assess customer needs and suggest appropriate products and services to provide financial solutions
- Facilitate consumer loans including Home Equity Lines of Credit and Home Equity loans
- Introduce and refer customers to strategic partners in order to fully bank customers
- Assist with Teller transactions as needed
- Represented company at industry events to promote banking products and services
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product
- Discussed financial options with clients and provided informed suggestions
Closing Processor
Waco Title
08.2020 - 07.2021
- Cleared Title encumbrances by calling to verify payoffs, liens, and judgments
- Ensured all closing instructions were followed as per the closing package, and coordinated with loan officer, mortgage loan processor, and underwriter to be sure all underwriting commitments were satisfied
- Communicated and coordinated with lender and other title companies to balance Closing Disclosures
- Coordinated with buyers, sellers, lenders, and real estate agents to schedule closings
- Proofed recording documents for typographical errors, signatures, notary documentation and missing data
- Coordinated daily closing activity to fulfill team responsibility for meeting and exceeding customer closing expectations
- Affirmed loan document accuracy to protect lenders from potential fraud
- Obtained clear title by ordering title reports, resolving title defects and satisfying existing liens and encumbrances against property or principals
- Prepared general and specialized closing documents and organized real estate and lender loan documents in preferred order
Financial Sales Representative
Arvest Bank
06.2019 - 08.2020
- Solved customer challenges by offering relevant accounts and services
- Assessed customer needs and suggested appropriate products and services to provide financial solutions
- Facilitated consumer loans including Home Equity Lines of Credit and Home Equity loans
- Introduced and referred customers to strategic partners in order to fully bank customers
- Assisted with Teller transactions as needed
Senior Teller
Arvest Bank
12.2018 - 06.2019
- Promoted products or services to each customer to consistently achieve sales targets
- Supervised other tellers and managed customer flow
- Managed the vault by keeping it in balance and maintaining cash/coin levels, facilitating buys and sells with tellers and buy and sells with Loomis
- Worked on the teller line daily
Teller
Arvest Bank
01.2018 - 12.2018
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Upheld strict financial controls by keeping funds secure and accurately transferring monies
- Enthusiastically greeted customers and offered dedicated service ensuring customer satisfaction
- Promoted products and services to each customer to consistently achieve sales targets
Credit Manager Assistant
Meek’s
09.2015 - 08.2016
- Set up jobs for various customers
- Collected payment on accounts
- Resolved issues with customers regarding account balances, payments due, etc
- Set up new accounts- credit reference, banking relationships, public record filings, pull credit reports, etc.
Licensed Real Estate Agent
Legend Realty
11.2012 - 12.2014
- Sales Associates License for 2 years
- Assisted buyers with finding ideal homes by assessing needs, requirements, and budgets.
- Compared recently sold area properties to determine competitive market prices.
- Conducted open houses
- Interviewed clients to find their need and provided solutions tailor-made for each client
Education
Associates of Arts -
Northwest Arkansas Community College
Zoology
University of Oklahoma
Skills
- Loans
- Community Relations
- Sales Expertise
- Open New Accounts
- Financial Services
- Financial Advising
Affiliations
NMLS #1870580
Notary Public
Timeline
Relationship Banker 2
Arvest Bank
12.2022 - Current
Wire Payment Specialist
Arvest Bank
06.2022 - 12.2022
Financial Sales Representative
Arvest Bank
07.2021 - 06.2022
Closing Processor
Waco Title
08.2020 - 07.2021
Financial Sales Representative
Arvest Bank
06.2019 - 08.2020
Senior Teller
Arvest Bank
12.2018 - 06.2019
Teller
Arvest Bank
01.2018 - 12.2018
Credit Manager Assistant
Meek’s
09.2015 - 08.2016
Licensed Real Estate Agent
Legend Realty
11.2012 - 12.2014
Associates of Arts -
Northwest Arkansas Community College
Zoology
University of Oklahoma
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