Sandy Wilson
Private Banking Specialist
Scranton, PA
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Experienced in Retail Banking Sales and Service, Credit Analysis, Small Business & Personal Lending, and Investment Referrals.

Praises

Praises help jobseekers showcase strengths and stand out to employers.

Work experience
Capital One
Customer Service Representative

First Liberty Bank & Trust
Private Banking Specialist

Provided clients with suitable solutions to their financial services needs while maintaining a high standard of ethics.
Serviced the needs of existing customers and effectively manage existing book of business for additional investment customers.
Worked cooperatively with branch staff and branch managers to promote and obtain qualified WMG (Wealth Management Group) referrals from the retail bank.
Demonstrated good business practices involving, but not limited to, punctuality, professional demeanor, and leadership.
Maintained neat, timely, and accurate records for regulatory and business purposes.
Set and maintained sales goals in cooperation with management.

Wells Fargo Bank
Customer Service Represenatative

Discussed and determined customers financial requirements and provided financial advice to personal and business clients.
Reviewed and explained banking options after updating and reviewing financial circumstances.
Authorized and evaluating overdrafts and loans.
Provided notary services for internal customers.

First National Community Bank (FNCB)
Teller

Provided account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and series e bonds; answering questions in person or on telephone; referring to other bank services.
Recorded transactions by logging cashier's checks, traveler's checks, and other special services; preparing currency transaction reports.
Cross-sold bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directing customers to a branch representative.

Traits
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Accurate
I am exact and make sure my work is mistake-free.
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Focused
I pay careful attention to detail.
Education
Marywood University
Bachelors, Financial Planning

Luzerne County Community College
Associates, Business Administration
Volunteering
United Way
Youth Day of Caring Organizer

Event organizer for the annual Youth Day Of Caring event sponsored by the United Way of Pennsylvania.


Big Brother Big Sisters
Big Sister

Coordinate meetings twice a month to provide mentoring, personal development, and emotional support to local inner city youth.