Customer Service Sales

Summary

Highlights

Experience

ANGELA VANCE

***** ********* **, ********, ** 92040 H: 619-***-**** ********@*****.*** Self motivated administrative professional offering strong communication and quick thinking skills. Works effectively on teams, as well as independently, in fast paced environments. Exceptional customer service

Strong organizational skills

Active listening skills

Approachable

Sales expertise

Team player

Excellent communication skills

Flexible

New Accounts Representative Sep 2014 to Jul 2015

NEIGHBORHOOD NATIONAL BANK Rancho San Diego, CA

Delivered prompt, accurate and excellent customer service. Earned top rating for in-branch new account compliance audit. Opened new customer accounts, including Money Service Business accounts. Proficient in MSB documentation and requirements.

Maintained confidentiality of bank records and client information. Researched and resolved customer issues on personal and business accounts. Processed cash deposits & withdrawals when needed. Senior Personal Banker Jun 2010 to Jul 2014

AMERICANWEST BANK La Jolla, CA

Collaborated with Relationship Managers on new relationship needs. Cross-sold appropriate products/services.

Analyzed financial information to determine best products to meet clients' financial objectives.

Balanced cash deposits, withdrawals and bank vault inventory with a zero error rate. Led branch in fund raising for annual bank food drive. Worked daily reports for Operations Manager.

Resolved client issues professionally and timely.

Input consumer loan applications into Mark IV loan program. Actively listened and referred potential needs to appropriate branch personnel. Loan Admin Assistant I Jan 2008 to Sep 2009

SAN DIEGO TRUST BANK San Diego, CA

Created and organized consumer and commercial loan files. Maintained loan ticklers and updated homeowners insurance. Worked with clients to update financial information. Assisted senior-level credit officers with loan applications. Executed loan origination process, including ordering credit reports, appraisals and preliminary title reports.

Researched insurance information and flood certificates. Operations Supervisor Jul 2005 to Jan 2008

REGENTS BANK La Jolla, CA

Interviewed and hired new customer service representatives. Trained staff weekly in compliance, sales and products/services. Assisted in revamping CIP program to maximize efficiency during account opening process.

Accomplishments

Education

Skills

Recommended changes to existing procedures to increase accuracy, efficiency and responsiveness of customer service.

Prepared and worked daily branch reports.

Prepared consumer loan and line of credit applications. Maintained Satisfactory Plus audit scores 2 years running. Ensured staff is knowledgeable and delivered excellent customer service. Personal Banker Jun 2001 to Jul 2005

REGENTS BANK La Jolla, CA

Established personal and business accounts including consumer loans and lines of credit.

Consistently met or exceeded expectations on annual review. Adhered to Regents Bank security and audit procedures. Maintained confidentiality of bank records and client information. Researched and resolved customer issues on customer transaction accounts, lines of credit accounts and HELOC lines.

Delivered prompt, accurate and excellent customer service. Customer Interface

Resolved client conflicts to prevent loss of key accounts. Received 100% on in-branch shops.

Sales

Consistently generated additional revenue through skilled sales techniques. Cross-sold services and/or upgraded existing customers to different plans and product packages.

Multi-tasking

Worked New Accounts desk and Teller station in tandem to maximize customer flow. High School Diploma

El Capitan High School Lakeside, CA

Experience as Notary Public - 10 years

Microsoft Office

Excel

Power Point

Internet Savvy

Financial planning

Personnel management

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