TINA M. AMATON
McKinney,TX
Summary
Banking professional highly successful at account and branch management. Extensive knowledge of banking products and services as well as business development and marketing. Personable leader with impressive customer service skills.
Overview
27
27
years of professional experience
Work History
Trust Administrative Assistant
American National Bank & Trust
04.2022 - Current
- Managed filing system, entered data and completed other clerical tasks.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Liaised between clients and vendors and maintained effective lines of communication.
- Opened Trust accounts and distributed funds as outlined on documents
- Assisted in the preparation and distribution of trust tax statements, ensuring accuracy and timeliness for both clients and regulatory bodies.
- Supported trust officers, enabling them to focus on strengthening client relationships and growing the business.
VP Financial Center Leader
Bank Of Texas
10.2021 - 11.2021
- Assessed employee performance and developed improvement plans.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
- Gathered and reviewed customer feedback to improve operations.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Complied with Bank Secrecy Act, Anti Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.
Client Experience Team Lead
BANK OF TEXAS
11.2020 - 10.2021
- Coached team members in techniques necessary to complete job tasks.
- Trained new team members by relaying information on company procedures and safety requirements.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Mentored newly hired employees and developed employee skills.
Market Service Specialist
Bank Of Texas
10.2019 - 10.2020
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Offered advice and assistance to customers, paying attention to special needs or wants.
Business Banking Sales and Service Specialist
Bank Of Texas
01.2017 - 09.2019
- Communicated with customers daily to request information and complete paperwork.
- Worked with Loan Officer to create application profile in system and review key information at various stages within process.
- Monitored key dates to obtain information by deadlines.
- Provided assistance with application documents and client communication.
- Supported loan officers with administrative assistance.
- Produced and submitted completed loan packages to title and escrow professionals.
Teller
Bank Of Texas
07.2016 - 12.2016
- 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.
- Conducted regular proof work and followed up on chargebacks and deposit corrections.
- Established rapport with new clients to increase satisfaction and loyalty.
- Counted, verified and handled bank deposits and armored car transactions.
- Stocked supplies for customers and personal teller station.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Educated customers on use of banking website and mobile apps.
Assistant Branch Manager
BANK OF OKLAHOMA
10.2014 - 10.2015
- Trained and developed new team members in alignment with branch service standards and objectives.
- Supervised team of 4 branch employees and made recommendations regarding performance evaluations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff, enabling them to improve skills, achieve daily objectives and attain advancement.
Senior Relationship Banker
Bank Of Oklahoma
10.2011 - 10.2014
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Increased daily sales by upselling checking and saving banking products and financial services to customers.
Banker
BANK OF AMERICA
08.1997 - 12.2010
- Opened, closed and updated accounts for customers.
- Provided advice on different bank products and financial options.
- Balanced teller drawers and ATM cash.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Maintained friendly and professional customer interactions.
- Set risk management policies to mitigate bank losses
Education
Administrative Assistant Certificate -
Collin College
Plano, TX2019
High School Diploma -
Northwest Classen High School
Oklahoma City, OK05.1995
Skills
- Service-Oriented
- Sales Support
- Adaptable to Changing Conditions
- Prioritizing and Planning
- Customer Service
- Time Management
- Proactive and Focused
- Relationship Building
- Team Building Leadership
- Attention to Detail
- Typing and 10-Key Entry
- Microsoft Office
Languages
Spanish
Professional Working
Timeline
Trust Administrative Assistant
American National Bank & Trust
04.2022 - Current
VP Financial Center Leader
Bank Of Texas
10.2021 - 11.2021
Client Experience Team Lead
BANK OF TEXAS
11.2020 - 10.2021
Market Service Specialist
Bank Of Texas
10.2019 - 10.2020
Business Banking Sales and Service Specialist
Bank Of Texas
01.2017 - 09.2019
Teller
Bank Of Texas
07.2016 - 12.2016
Assistant Branch Manager
BANK OF OKLAHOMA
10.2014 - 10.2015
Senior Relationship Banker
Bank Of Oklahoma
10.2011 - 10.2014
Banker
BANK OF AMERICA
08.1997 - 12.2010
Administrative Assistant Certificate -
Collin College
High School Diploma -
Northwest Classen High School
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