Samantha Jackson

Personal Banker III, Loan Officer Assistant

Cadence Bank

05.2016 - Current

Organized Loan Officer Assistant bringing exceptional administrative and problem-solving skills focused on fulfilling loan requirements. Knowledge about checklist and disclosures, business correspondence and recordkeeping. Skilled at keeping paperwork orderly and properly transferred.
A Personal Banker, or Relationship Banker, is a finance professional responsible for helping fulfill the banking needs of their clients and connect them with account services. Their duties include advertising financial services to clients, opening new accounts based on the client’s financial activities and correcting problems with account transactions.
Provided expert guidance on investment options, helping clients achieve their financial goals.
Managed client accounts, ensuring accurate record-keeping and compliance with financial regulations.
Managed daily operations, ensuring compliance with bank policies and regulatory requirements.
Conducted regular market analysis to inform product offerings and align services with client expectations.
Led initiatives to improve customer retention strategies through targeted outreach and relationship management efforts.
Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Promoted financial products by maintaining excellent service offering knowledge.
Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Boosted sales of bank products through effective cross-selling and up-selling techniques.
Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Contributed to a positive work environment, fostering teamwork among colleagues to enhance productivity levels.
Worked closely with management to strategize sales techniques to increase branch production and customer service.
Managed approximately 100 incoming calls, emails, and faxes per day from customers.