Amy Bohanan
Seymour
Summary
Results-driven professional with over 20 years in retail banking. Known for fostering teamwork and dependability, while delivering exceptional service. Committed to training staff and resolving customer issues, ensuring compliance and satisfaction.
Overview
33
33
years of professional experience
Work History
Retail Team Leader
Truist
Knoxville, TN
05.2004 - Current
- Managed daily banking operations, ensuring compliance with regulations and internal policies.
- Guided clients on financial products, enhancing customer satisfaction and retention.
- Trained and mentored junior staff on customer service best practices and product knowledge.
- Cross-sold bank products and services to meet customer needs and provide options.
- Assessed loan portfolios for compliance with underwriting policies.
- Proactively identified solutions for customers experiencing credit issues.
- Negotiated loan terms and conditions with customers to secure best deal.
- Boosted customer satisfaction by providing exceptional service and promptly addressing concerns.
- Resolved conflicts between employees or customers quickly and professionally, maintaining a harmonious atmosphere within the store setting.
- Managed cash handling procedures, maintaining accurate records of daily transactions and deposits.
- Delivered energetic responses to customers in-branch and by telephone, going above and beyond to serve needs.
CSR
Allied Insurors
Seymour, TN
03.2002 - 05.2004
- Developed comprehensive insurance plans tailored to client needs and risk profiles.
- Conducted thorough policy reviews, ensuring compliance with regulations and industry standards.
- Educated clients on coverage options, enhancing understanding of benefits and limitations.
- Responded to customer calls swiftly to resolve issues and answer questions.
Banker
Tennessee State Bank
Pigeon Forge, TN
02.1993 - 03.2002
- Led team in delivering exceptional customer service, enhancing client satisfaction and loyalty.
- Developed and implemented strategic financial solutions tailored to individual client needs.
- Conducted thorough risk assessments to ensure compliance with banking regulations and policies.
- Mentored junior staff on banking procedures, fostering a knowledgeable and efficient team environment.
Education
High School Diploma -
Sevier County High School
Sevierville, TNSkills
- Team motivation
- Branch operations
- Sales strategy development
- Employee scheduling
- Teamwork
- Friendly and helpful
- Customer service
- Problem-solving
- Honest and dependable
- Reliable and responsible
- Multitasking Abilities
Timeline
Retail Team Leader
Truist
05.2004 - Current
CSR
Allied Insurors
03.2002 - 05.2004
Banker
Tennessee State Bank
02.1993 - 03.2002
High School Diploma -
Sevier County High School