Sierra Mathison
Abilene
Summary
Dynamic banking professional with a proven track record at First Financial Bank, excelling in relationship building and financial services. Leveraged expertise in fraud prevention and customer satisfaction to enhance client trust and achieve notable sales growth. Skilled in team collaboration and self-motivation, consistently surpassing goals through strategic sales and exceptional service.
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Certified Personal Banker IV
First Financial Bank
01.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Cross-sold bank products and services to meet customer needs and provide options.
- Collected customer information and completed new account forms.
- Greeted customers and delivered information about new account processes.
- Presented new and additional products and services to existing customers.
- Maintained customer records and updated account information.
- Explained account terms and conditions to customers.
Personal Banker Supervisor
First Financial Bank
08.2022 - 01.2024
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Trained New hire Personal Bankers and Floaters
- Worked reports for Audits and compliance with the Branch Manager
Personal Banker
First Financial Bank
06.2019 - 08.2022
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Processed deposits, withdrawals and ACH transfers accurately.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
- Delivered personalized banking solutions to high-net-worth clients, solidifying trust and satisfaction.
Teller Floater
First Financial Bank
06.2018 - 06.2019
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
- Handled various accounting transactions.
- I would go to any Abilene Region Branch that was short staffed and be a teller at that location then float to the next one, sometimes 2 locations in one day.
- Had to be Independent as a new teller, the Teller Floater Position is not with a manager at a set location so this position is very independent had to be strong on your own type training.
Sales Coordinator
Jaberwocky
07.2013 - 05.2016
- Worked closely with the sales team to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased productivity and revenue.
- Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
- Increased sales revenue by establishing strong relationships with clients and identifying new business opportunities.
- Streamlined sales processes for improved efficiency and customer satisfaction.
- Coordinated product demonstrations to showcase key features for sales prospects.
- Help the owner start a Facebook account
- Would get with the owner and help choose Vera Bradley Designs for the upcoming seasons for the Boutique downtown Fredericksburg
- Would make Bank runs for Deposits and Change Orders
Sales Manager's Assistant
Lazy S Western Wear
08.2010 - 06.2012
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Assisted coworkers and staff members with special tasks on daily basis.
- Identified and recommended changes to existing processes to improve accuracy, efficiency, and quality service.
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed order inventory for sales reps
- Help assist with Mark downs and staying on top of Marketing materials for Ariat, Hooey, Flying Tomato, Cinch and Wrangler
- Help with Decisions on new Inventory from clothes to Boots and Hats.
Education
BBA - Marketing
McMurry University
Abilene, TX06-2016
High School Diploma -
Fredericksburg Highschool
Fredericksburg, TX06-2012
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Positive attitude
- Fraud prevention
- Attention to detail
- Sales expertise
- Relationship building and management
- Banking policies and procedures
- Account maintenance
- Financial services
- Safe deposit box oversight
- Banking regulations
- Time management
- Teamwork
- Sales experience
- Self motivation
Accomplishments
Certified Personal Banker 2021-2022
Personal Banker Supervisor
Top Wow sales for a personal Banker in all of Texas (won a check from FFB of a $1000)
Top PB of the year for 3 years (I was 3rd)
Certification
A year Long certification that had to maintain certain Goals, Referrals, Cross sales average and a low Error Rate.
Out of the Abilene region of i believe during my certification there was 20 Personal Bankers that were going through it and only 3 of us made it at the end. which I was one of those three for Abilene.
Timeline
Certified Personal Banker IV
First Financial Bank
01.2024 - Current
Personal Banker Supervisor
First Financial Bank
08.2022 - 01.2024
Personal Banker
First Financial Bank
06.2019 - 08.2022
Teller Floater
First Financial Bank
06.2018 - 06.2019
Sales Coordinator
Jaberwocky
07.2013 - 05.2016
Sales Manager's Assistant
Lazy S Western Wear
08.2010 - 06.2012
BBA - Marketing
McMurry University
High School Diploma -
Fredericksburg Highschool
Similar Profiles
Alexia BeiterAlexia Beiter
Personal Banker at First Financial BankPersonal Banker at First Financial Bank
Cindy GuzmanCindy Guzman
AVP Retail Branch Manager at First Financial BankAVP Retail Branch Manager at First Financial Bank
Emily MasponsEmily Maspons
Consumer Banker II at First Financial BankConsumer Banker II at First Financial Bank
Venita WyckoffVenita Wyckoff
Residential Appraisal Coordinator at First Financial BankResidential Appraisal Coordinator at First Financial Bank
Trisha BosTrisha Bos
FOUNDER & TEAM LEAD at University of Texas Addiction Research InstituteFOUNDER & TEAM LEAD at University of Texas Addiction Research Institute