Customer Service Sales
Resume:
Pamela M Stevens
Redmond WA 98052
**********@*******.***
Over 30 years of experience in banking working in the Financial Industry.
Summary
•
Area of expertise is primarily in operational branch management
including strong knowledge of retail services, product and delivery.
Accomplished supervisor with strong leadership skills. Proficient in
areas of client services, new accounts, loan support, training, budgeting,
audits, certifications and teller procedures. Adept at grasping new
concepts quickly, working well under pressure, and communicating
ideas clearly and effectively. Wide range of computer skills including
knowledge of multiple networking environments and business software
packages.
Education
Diploma Issaquah High School
Gloria’s School of Beauty Bellevue WA
Bellevue Community College
Additional Coursework through Banner
Bank
Training the Trainer
•
Sales Training
•
Consumer Lending
•
Effective Interviewing
•
New Accounts: Opening new
•
accounts, IRA’s
Additional Coursework through US Bank
Certified Sales Professional
•
Supervisory Skills Introduction
•
Supervisory Study Program
•
Effective Performance Reviews
•
Counseling Documentation
•
Computer and Technical Skills
Microsoft Office, Word, Excel,
•
Outlook
10 Key
•
Keyboard
•
Telephones
•
Typing
•
Standard office equipment
•
Jack Henry and Vertex banking
•
system
Career History & Accomplishments
Customer Service Supervisor, Banner Bank (2004 – 2010)
Responsible for the day to day activity of the branch.
• Supervisor for staff of five. Responsible for training, scheduling, job appraisals and counseling
• Complete daily reports including decisions on overdrafts, non posts and in clearing items.
• Responsible for security and fraud /loss mitigation
• Prepare, schedule and run staff meetings for sales, product knowledge and compliance train
• Support bank and branch goals related to profits, deposit growth, consumer loan production and cross sales
• Responsible for branch audit performance, monthly certifications and operational compliance
Loan Support, Banner Bank (1999 2004)
Variety of responsibilities in support of
three commercial lenders
1. Filing, preparing loan documents,
booking loans, requesting
financials, ordering title policies,
flood reports, credit reports, order
appraisals, follow up paper work.
2. Resolve customer requests and
issues
Teller, Banner Bank (1997 1999)
• Paying and receiving customer
transaction activities
• Assist customers with statement
reconciliation, missing items,
errors, etc.
3. Open new accounts
4.
U.S. Bank, Seattle, Washington (1979 1995
5.
Operations Specialist (1994 1995)
6.
7. Operational support for branch system. Responsible
for making decisions on overdrawn accounts, deposits and
checking transactions.
8. Reviewed documents for completion, accuracy and
compliance. Monitored accounts to avoid losses for up to 24
branches
9. Reviewed and balanced reports for 6 to 8 branches.
10. Trained employees for conversion to new Portland
Operational Support facility
11. Exercised good judgment in decision making
process on reports and documents
12. Completed assignments quickly and accurately
while responding to branch’s needs
13.
Customer Service Supervisor (1993 1994)
14.
15. Responsible for the day to day branch operations
and fourteen employees. Supported and trained staff,
completed performance
16. evaluations, goal setting and achievement and
budget control. Account reconciliation for bank and clients.
17. Completing performance evaluations.
18. Scheduled fourteen employees.
19. Recognized as an Elite Banker in 1991.
20. Developed audit and certification forms that were
approved for statewide use.
21. Resolved customer problems and questions which
improved customer satisfaction.
22.
Customer Service Teller (1979 1992)
23.
24. Paying and receiving teller.
25.
26.
27.
Memberships & Affiliations
1. Volunteer Issaquah Salmon days. (1960 present)
2. Issaquah Little League (1994 1999)
3. Issaquah Youth Football (1994 1998)
Contact this candidate