Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Amanda Garretson

Morristown

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Senior Relationship Banker

Regions Bank
12.2023 - Current
  • Assist customers by providing exceptional customer service and knowledge of products and services.
  • Resolved complex customer issues, resulting in increased trust and loyalty among customers.
  • Work with branch team members to achieve goal targets and improve overall performance.
  • Develop strong relationships with customers and prospects.
  • Follow policies and procedures to minimize risks.
  • Obtained Insurance license
  • Assisted customers with investment strategies, leading to long-term stability.

Financial Relationship Specialist

Regions Bank
02.2020 - 12.2023
  • Enhanced customer relationships by providing personalized financial solutions and recommendations.
  • Developed strong rapport with customers through consistent communication via phone calls and in person meetings.
  • Worked to provide exceptional customer service on a daily basis.
  • Recognized the transaction needs of customers and educated them on digital options.
  • Created and updated financial plans to assist customers in reaching goals.
  • Maintained an understanding of polices and standards to ensure the security of the bank and customers.

Teller

Regions Bank
09.2014 - 02.2020
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Processed customer transactions promptly, minimizing wait times.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Improved customer satisfaction by providing efficient and accurate transaction processing.
  • Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.

Education

High School Diploma -

Morristown West High School
Morristown TN

Skills

  • Loan origination
  • Customer Service-oriented
  • Relationship building and management
  • Teamwork
  • Time management
  • Customer retention
  • Product and service sales
  • Goal setting
  • Conflict resolution

Certification

  • Insurance Licensed
  • NMLS

Timeline

Senior Relationship Banker

Regions Bank
12.2023 - Current

Financial Relationship Specialist

Regions Bank
02.2020 - 12.2023

Teller

Regions Bank
09.2014 - 02.2020

High School Diploma -

Morristown West High School
Amanda Garretson