Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Amanda Sifuentes

Bossier City

Summary

Dynamic Universal Banker with a proven track record at Bank of Coushatta, excelling in customer service and financial advising. Leveraged cash handling expertise and exceptional team collaboration to enhance branch performance and customer satisfaction. Achieved notable success in developing customer relationships and meeting sales goals, demonstrating a commitment to excellence and innovation in banking solutions.

Overview

2
2
years of professional experience

Work History

Universal Banker

Bank of Coushatta
10.2022 - Current
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
  • Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
  • Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
  • Delivered comprehensive financial guidance through regular consultations with clients, cultivating trust and loyalty over time.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
  • Assisted branch manager in meeting sales targets by executing various marketing strategies and initiatives.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
  • Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.
  • Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
  • Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
  • Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
  • Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
  • Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
  • Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
  • Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
  • Balanced teller drawers and ATM cash.
  • Opened, closed, and updated accounts for customers.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
  • Educated customers on features and benefits of banking products and services.
  • Performed account maintenance by closing out accounts and changing customer addresses.
  • Educated customers on online banking and mobile banking applications.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Assisted customers with banking needs and inquiries.
  • Established rapport with new clients to increase satisfaction and loyalty.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.

Education

GED -

Airline High School
Bossier City, LA
05.2021

Skills

  • Branch operations
  • Cash handling proficiency
  • Electronic funds transfer
  • Customer needs assessment
  • Financial advising
  • Financial planning
  • Transaction processing
  • Deposit processing
  • Payment processing
  • Performance tracking
  • Wealth management
  • Portfolio management
  • Customer service
  • Teller experience
  • Account openings
  • Cash handling
  • Customer Service-oriented
  • New account setup
  • Developing customer relationships
  • Team collaboration
  • Check cashing and withdrawals
  • Cross-selling expertise
  • Meeting sales goals

Languages

Spanish
Native or Bilingual

Timeline

Universal Banker

Bank of Coushatta
10.2022 - Current

GED -

Airline High School
Amanda Sifuentes