Summary
Overview
Work History
Education
Skills
Timeline
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Samuel Shird

McDonough

Summary

Accomplished Relationship Banker with a proven track record at Regions Bank, adept in financial planning and relationship management. Excelled in enhancing customer satisfaction and loyalty through personalized service and expert financial advice. Skilled in cash flow management and creative thinking, successfully drove business growth by cross-selling products and fostering community relations.

Knowledgeable Desired Position with solid background in managing client relationships and providing tailored financial solutions. Demonstrated ability to enhance customer satisfaction and foster long-term partnerships. Proven expertise in cross-selling banking products and resolving customer issues professionally.

Banking professional prepared to excel in client-focused environment. Background in delivering personalized financial advice and contributing to significant customer retention. Known for reliable collaboration and adaptability to changing needs. Skilled in financial analysis and customer engagement.

Overview

8
8
years of professional experience

Work History

Relationship Banker

Regions Bank
04.2024 - Current

Universal Banker

FSNB
02.2020 - 04.2024
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
  • Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
  • Facilitated smooth transactions by adeptly handling cash deposits, withdrawals, check processing, and loan payments.
  • Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
  • Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
  • Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
  • Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
  • Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.

Membership Services Representative

State Employee Credit Union
05.2017 - 02.2020
  • Assisted prospective and established members in person or by telephone.
  • Helped members navigate systems, pay for services and resolve different concerns.
  • Created successful sales presentations to highlight membership, overcome objections and close sales.
  • Maintained strict safety standards facility-wide and with every group.
  • Coordinated enrollment and onboarding of new members with associated feeds and paperwork.
  • Led tours of facility to show prospects amenities and other benefits of membership.
  • Supported new members by facilitating connections with established participants and smooth integration into activities.
  • Built strong donor relationships, acknowledged contributions and reached out for specific needs or yearly renewals.

Education

Bachelor Of Business Administration - Business

Strayer University
Atlanta, CA

High School Diploma -

Lenoir County Learning Academy
Kinston, NC
06.2016

Skills

  • Relationship building and management
  • Customer Service-oriented
  • Sales expertise
  • Cash handling
  • Financial services
  • Money handling
  • Teller support
  • Creative thinking
  • Financial planning
  • Cross-selling products
  • Banking
  • Financial advising
  • Loans
  • Business development
  • Community relations
  • Recordkeeping requirements
  • Cash flow management
  • Loan origination
  • Policy development and implementation
  • Employee motivation
  • Resourcefulness

Timeline

Relationship Banker

Regions Bank
04.2024 - Current

Universal Banker

FSNB
02.2020 - 04.2024

Membership Services Representative

State Employee Credit Union
05.2017 - 02.2020

Bachelor Of Business Administration - Business

Strayer University

High School Diploma -

Lenoir County Learning Academy

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Samuel Shird