Customer Service Sales

Sandra M Chamberlain

*** ********** **** ** *** Bluffton, South Carolina 29910 (704)

654.9922

abkpb3@r.postjobfree.com

Profile

Well-qualified and performance-oriented Financial Professional with

8 years of successful experience in positions of increasing

responsibility and duties.

Top-performer with track record of consistently meeting or

exceeding goals and expectations.

Self-Initiator with polished banking skills: computer, operations,

cash handling, training, accounting as well as bank regulations.

Career Progression

FINANCIAL CENTER SUPERVISOR

Liberty Savings Bank Hilton Head Island, SC

Bluffton, SC

Bluffton, South Carolina

09/2009-Current

-Directly working with customers to build relationships, undercover

and satisfy their needs through the sale of financial products and

services.

-Ensuring the audit/compliance procedures of the center are

followed, while maintaining the highest level of customer service.

-Establishing the staffing schedule for the branch and assisting

with teller recruiting and performance management activities.

-Supervising and coaching teams on the proper behaviors, sales

techniques, service expectations and compliance guidelines, while

modeling the same.

-Ensuring completion of regulatory compliance and training specific

to sales and service responsibilities.

-Managing difficult situations with customers and providing clients

with information, data and advice.

Deposit Operations Specialist

Woodlands Bank Bluffton, SC

Bluffton, South Carolina

8/2007-10/2008

-Producing escheatment, missing TIN and Regulation D letters

-Use and acquire working knowledge of all bank policies and

procedures related to operations and compliance

-Perform required OFAC (Office of Foreign Assets Control) screens

as outlined in the Bank's current Bank Secrecy Act Policy and

report any positive matches to the BSA Officer.

-Completion of Bank Secrecy Act related record keeping forms,

including, but not limited to the following: Currency Transaction

Reports, Monetary Instrument Logs, TT&L Payments and Wire Transfer

Logs

-Provide coaching, mentoring, and monitoring of personnel.

-Respond to inquiries from customers, branches, department managers

and other banks regarding questions or problems involving

department processing

-Responsible for consistent, accurate and compliant support

procedures.

-Perform quality control checks on account opening documents and

other related forms.

-Perform data and monetary maintenance on customer accounts.

-Process and distribute notices, interest checks and returned mail

-Receive and enter outgoing wire requests and print new incoming

wire notifications

-Import ACH originations and check vendor payments and obtain

approval / authorization.

-Open new accounts in platform and process maturing CDs

-Post daily operations transactions into Jack Henry

-Process daily ACH and Federal NSF and Non Posted items

-Recommend operational changes to increase efficiencies and ensure

regulatory compliance.

-Ensures timely and accurate reconciliation of accounts to general

ledger and demand deposit.

-Monitor reconciling items and outstanding exceptions to ensure

they are cleared timely and properly

-Balance and research ATM Switch Passport Settlement

-ATM/Visa debit card maintenance

-Process Reclamations

-Process ACH and EFT customer disputes

-Work all incoming and outgoing Federal Reserve Check Adjustments

-Process Accounts Payable

-Scan all account related documents into Synergy for 9 branches

*Received an "Exceeds Expectations" on all performance reviews

*Recovered over $300K in Federal Adjustments as well as customer

disputes

*Created electronic company time card, official bank forms and

calculators using Microsoft Excel

Accounting Clerk

Charlotte Fire Department Credit Union

Charlotte, North Carolina

9/2005-5/2007

-Processing Automated Clearing House, Share Draft, Visa, Treasury Tax &

Loan payments, Bill Pay and

ATM Files

-Preparing the previous days check deposit for the Federal Reserve Bank

-Submitting member Visa payments through Certegy

-Reconciling General Ledger accounts

-Making daily journal entries

-Keeping multiple Excel spreadsheets up to date

-Processing accounts payable/receivable

Teller

Huachuca Federal Credit Union

Sierra Vista, Arizona

8/2004-8/2005

-Perform various teller duties including; receiving and disbursing funds,

posting deposits and loan payments, transfers, bonds, travelers checks,

money orders, cash advances, and all types of withdrawals (cash and

checks).

-Process plastic card services such as issuing temporary cards, repining

existing cards and ordering new cards.

-Perform a wide variety of account maintenance such as; change of address,

and name change.

-Recommend other products and services appropriately with each member

transaction.

-Complete monthly compliance training and all other credit union training

offered to Tellers.

-Balances cash drawer.

-Assist with vault transactions, signature guarantees, sells and orders

cash and coin.

-Place holds on accounts for uncollected funds.

-Enter customer transactions and issue computer-generated receipts.

-Keep records of money and negotiable instruments involved in financial

transactions.

-Ensure regulatory requirements, such as Anti-Money Laundering and Bank

Secrecy Act are adhered to.

Education

High School

Computer Skills

Microsoft programs such as: Windows, Word, Excel, Quick Books, Power Point

and Publisher.

Bank Programs such as: Synergy, Symitar, Jack Henry, Flex, Vertex,

ClearTouch, Nautilas and Yellow Hammer.

General Computer skills include: 10-key, 80 - 100 WPM

OTHER

Notary Public for the state of South Carolina

Licensed in the state of Georgia for health and life

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