Amanda Campos
Mangement & Banking
Denver,CO
Summary
Energetic Supervisor successful at motivating and building positive team dynamics to accomplish aggressive goals. Dedicated to open, communicative culture where employees feel empowered to contribute to company's success.
Overview
14
14
years of professional experience
Work History
Private Client Supervisor
Denver Agency
11.2023 - Current
- Led major initiatives within the department that drive innovation and address critical business challenges.
- Champion continuous improvement efforts within the organization by promoting best practices for processes.
- Managed budgets effectively, ensuring optimal allocation of resources and adherence to financial guidelines.
- Demonstrated commitment to the organization's core values, leading by example and fostering a culture of excellence.
- Enhanced communication within the team by holding regular meetings and encouraging open dialogue among all members.
Client Service Associate
UBS
03.2021 - 11.2023
- Assisted in the retention of high-value clients through proactive communication and exceptional service delivery.
- Ensured timely processing of transactions, reducing errors and improving overall client satisfaction levels.
- Increased team efficiency by developing streamlined processes for client communication and account management.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
Associate, Client Operations
Parkside Advisors LLC
10.2019 - 10.2020
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Client service associate supporting three advisors providing financial planning and tax planning services.
- Manage client administration, organize meetings, conferences and respond to all client correspondence.
- Maintain and audit client files for information accuracy.
- Maximized productivity by keeping detailed records of daily progress and identifying and rectifying areas for improvement.
AVP Private Client Banker/Manager on Duty
JP Morgan Chase Bank N.A
11.2014 - 10.2019
- Provide exceptional service to existing and prospective clients to grow branch book of business.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Developed top-performing teams, leading to increased branch efficiency and positive customer feedback.
- Effectively used systems and recourses to access customer details and databases.
Mortgage Loan Officer
Bank of America
06.2013 - 11.2014
- Submit loan applications and work with processors and underwriters to finalize loan purchases, refinances and home equity line of credits.
- Acquire and maintain new relationships by networking with local realtors and builders.
- Coach and work with banking center partners to uncover additional opportunity and referrals.
- Track and provide weekly performance reports for personal bankers at 3 different branches.
- Explained different types of loans pertaining to client situations.
Personal Banker
Bank of America
03.2012 - 06.2013
- Exceed sales goals by discovering client needs and effectively advising new products.
- Make qualified referrals to business partners through client engagement.
- Outbound sales by networking with local businesses to acquire referrals.
- Lobby engagement and teller line leading to support teammates to meet sales goals.
Customer Service Specialist II /Team Lead Trainer
Bank of America
11.2009 - 03.2012
- Handle escalated calls as a supervisor for online payment research and technical support for consumer/small business.
- Train new hire classes soft skills and procedures to handle customer service calls and limit client escalations.
- Provide quality call monitoring and coaching to new hire and internal transfers.
- Motivated my team of 20 associates to make monthly sales goals by deepening our client’s relationships as a sales lead.
- Increased customer retention rates by providing exceptional problem-solving skills and personalized solutions.
- Tracked customer interactions using CRM software, helping the team identify trends and areas of improvement in service delivery.
Education
High School Diploma -
Deer Valley High School
Antioch, CA 05.2007 - 06.2007
Timeline
Private Client Supervisor
Denver Agency
11.2023 - Current
Client Service Associate
UBS
03.2021 - 11.2023
Associate, Client Operations
Parkside Advisors LLC
10.2019 - 10.2020
AVP Private Client Banker/Manager on Duty
JP Morgan Chase Bank N.A
11.2014 - 10.2019
Mortgage Loan Officer
Bank of America
06.2013 - 11.2014
Personal Banker
Bank of America
03.2012 - 06.2013
Customer Service Specialist II /Team Lead Trainer
Bank of America
11.2009 - 03.2012
High School Diploma -
Deer Valley High School
05.2007 - 06.2007
Skills
Notary Public for the State of Colorado
undefinedProfessional Photographer
I am a professional photographer offering professional headshots and lifestyle portraits. This has been a great way to network and expand my personal book of business.
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