Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Samantha Figueroa

Streamwood

Summary

Proven relationship builder, adept in sales and customer service, with a track record of enhancing client satisfaction at JPMorgan Chase. Fluent in Spanish and English, my professional demeanor and cash management skills have consistently driven positive outcomes. Achieved notable success in cross-selling and resolving complex issues, fostering loyalty and exceeding sales targets.

Overview

9
9
years of professional experience

Work History

Associate Banker

JPMorgan Chase
06.2022 - Current
  • Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
  • Strengthened client relationships through consistent communication and personalized attention to individual needs.
  • Balanced teller drawers and ATM cash.
  • Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
  • Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
  • Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
  • Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients'' needs and concerns.
  • Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
  • Collaborated with team members to achieve sales targets and maintain high-quality customer service standards.
  • Fostered a positive work environment by actively contributing to team meetings sharing ideas on improving operational efficiency.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Trained new hires on customer service policies and procedures.
  • Calculated fees due, interest and change for customer transactions.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Executed wire transfers, stop payments and account transfers.
  • Established rapport with new clients to increase satisfaction and loyalty.

Cashier

McDonald's
01.2017 - 11.2017
  • Greeted customers entering store and responded promptly to customer needs.
  • Welcomed customers and helped determine their needs.
  • Worked flexible schedule and extra shifts to meet business needs.
  • Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
  • Restocked and organized merchandise in front lanes.
  • Stocked, tagged and displayed merchandise as required.
  • Resolved customer complaints professionally, leading to improved customer relations and loyalty.
  • Handled multiple payment methods securely, minimizing discrepancies and potential losses.
  • Enhanced customer satisfaction by providing efficient and accurate cash transactions.
  • Contributed to store success by maintaining high standards of cleanliness throughout the facility.

Relationship Banker

Huntington National Bank
06.2021 - 06.2022
  • Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
  • Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
  • Expanded client base through effective networking and referral generation, leading to increased business opportunities.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
  • Assisted customers with completing required forms for opening and closing bank accounts.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Facilitated customer transactions, including deposits, withdrawals and transfers.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Fostered a positive working environment by actively participating in team meetings and supporting colleagues in their professional development.
  • Improved customer satisfaction by offering expedited service for loan and credit applications.
  • Strengthened bank-client relationships, proactively addressing inquiries and resolving any issues promptly.
  • Developed and maintained strong relationships with clients, ensuring high level of satisfaction and retention.
  • Collaborated with team to meet and exceed quarterly sales targets for financial products.
  • Collected customer information and completed new account forms.
  • Explained account terms and conditions to customers.
  • Monitored accuracy of customer information in system.
  • Presented new and additional products and services to existing customers.
  • Verified customer identity and reviewed documentation for accuracy.
  • Greeted customers and delivered information about new account processes.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Maintained customer records and updated account information.
  • Increased efficiency in handling client transactions, ensuring accuracy and timeliness.

Teller

TCF National Bank
11.2017 - 06.2021
  • 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.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
  • Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
  • Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
  • Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Experienced a merging of two different companies.
  • Adapted to new system and new policies effectively.

Front Desk Agent

Hilton Garden Inn Hotel
06.2016 - 01.2017
  • Collected room deposits, fees, and payments.
  • Maintained accurate records of guest information, payments, and reservations using hotel management software systems.
  • Provided exceptional service during high-volume periods or challenging situations, ensuring a seamless experience for all guests.
  • Resolved guest issues promptly, resulting in positive feedback and return visits.
  • Took reservations over phone, in person, and via computer for guests and provided confirmation information.
  • Welcomed each new arrival pleasantly and confirmed reservations and identification.
  • Utilized strong organizational skills to manage daily tasks efficiently while maintaining focus on delivering outstanding guest service experiences.
  • Developed strong relationships with frequent guests for repeat business through personalized attention to their preferences.
  • Handled incoming calls professionally, directing inquiries to appropriate personnel as needed.
  • Increased customer loyalty with exceptional communication skills and personalized service.
  • Assisted guests in making informed decisions on local attractions, dining options, and transportation services.
  • Enhanced guest satisfaction by efficiently managing check-in and check-out processes.
  • Oversaw fast-paced front desk operations and guests' needs at busy facility.
  • Maintained clean and organized front desk areas to uphold polished company image.
  • Liaised with housekeeping staff to verify service and maintenance of hotel standards.

Education

Lake Park High School
Roselle, IL

Skills

  • Spanish and English fluent speaker
  • Sales
  • Costumer Service
  • Cash management
  • Professional demeanor

Languages

Spanish
Native or Bilingual
English
Native or Bilingual

Timeline

Associate Banker

JPMorgan Chase
06.2022 - Current

Relationship Banker

Huntington National Bank
06.2021 - 06.2022

Teller

TCF National Bank
11.2017 - 06.2021

Cashier

McDonald's
01.2017 - 11.2017

Front Desk Agent

Hilton Garden Inn Hotel
06.2016 - 01.2017

Lake Park High School

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Samantha Figueroa