Amy Adams
Cresson
Summary
Dedicated Customer Service professional with 27 years experience and proven multitasking abilities. Maintains professional appearance & demeanor. Excels in a fast paced work environment and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills.
Enthusiastic and motivated individual passionate about customer service. Team player works well both independently and within team settings to achieve goals. Skilled communicator and problem solver committed to creating positive customer experiences.
Overview
28
28
years of professional experience
1
1
Certification
Work History
Relationship Banking Specialist
1st Summit Bank
07.2023 - Current
- Maintained high standards of customer service by building relationships with clients.
- Collaborated with cross-functional teams to develop and implement new products and services tailored to clients'' needs.
- Scheduled appointments and conducted follow-up calls to clients.
- Answered multi-line phone system and greeted callers enthusiastically.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Increased customer satisfaction by providing personalized banking solutions and exceptional service.
- Maintained excellent client relations, resulting in increased referrals and repeat business.
Insurance Agent
Mainline Ins Agency
10.2004 - 07.2023
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
Teller
First National Bank Of Pennsylvania
09.1996 - 10.2004
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Enhanced branch security through vigilant monitoring of suspicious activities and timely reporting to supervisors.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Education
High School Diploma -
Penn Cambria High School
Cresson, PA06.1991
Skills
- Excellent Communication Skills
- Professional Demeanor
- Organized
- Maintains Client Confidentiality
- Call Center Customer Service
- Billing Inquiries & Payment Obtaining/Processing
- Superb Customer Service and Assistance
- Quick & Efficient Data Entry
Certification
- Pennsylvania Licensed Resident Producer Individual
Timeline
Relationship Banking Specialist
1st Summit Bank
07.2023 - Current
Insurance Agent
Mainline Ins Agency
10.2004 - 07.2023
Teller
First National Bank Of Pennsylvania
09.1996 - 10.2004
High School Diploma -
Penn Cambria High School
- Pennsylvania Licensed Resident Producer Individual
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