Samantha McGarity
Los Angeles
Summary
Finance professional with 10 years of experience in customer service and transaction processing. Proven ability to enhance customer experiences while maintaining compliance with banking regulations. Strong leadership and team-building skills drive efficiency and customer satisfaction.
Overview
14
14
years of professional experience
Work History
Universal Banker
CITI Bank USA
Los Angeles
06.2025 - 09.2025
- Processed transactions with banking software systems to ensure accuracy and efficiency.
- Balanced currency, coin, and checks in cash drawers at end of shifts while calculating daily transactions for accurate financial reporting.
- Collaborated with team members to improve customer service experiences, fostering positive client relationships.
- Maintained compliance with banking regulations and policies diligently.
Account executive
GREEN BOX LOANS
12.2019 - 03.2020
- Secured new clients for home refinancing, expanding the client base.
- Educated clients on home mortgage loan options, enhancing their decision-making process.
- Coordinated cross-functional teams to streamline loan processing and approvals.
- Supported accounts through ongoing technical assistance, ensuring client satisfaction post-sale.
Personal banker
WELLS FARGO BANK
12.2017 - 08.2019
- Opened new accounts and processed loan applications ranging from 3k to 100k.
- Built a book of business by connecting with underwriters to facilitate successful loan applications.
- Assisted clients with account openings and service inquiries.
- Educated customers on banking products and services.
- Processed loan applications and conducted credit assessments.
Teller
CALPRIVATE BANK
09.2013 - 10.2017
- Processed customer transactions, including deposits, withdrawals, and loan payments, to support efficient banking operations.
- Cashed checks and processed international wire transfers to facilitate customer transactions.
- Collaborated with team members to enhance customer service experience.
- Counted vault weekly to ensure accurate balancing of bank funds.
Teller
COMMERCIAL BANK OF CA
01.2012 - 07.2013
- Processed customer transactions efficiently and accurately.
- Assisted customers with account inquiries and service requests to enhance customer satisfaction.
- Opened branch and balanced multiple cash drawers to ensure accurate cash management.
- Checked wires being sent and received daily to maintain operational integrity.
Education
Bachelor of Arts - Business Management, Performing arts
UNIVERSITY OF SOUTHERN CA
LOS ANGELES, CALIFORNIA01-2016
Skills
- Banking software
- Financial Software
- Transaction processing
- Financial Health
- Customer Service
- Attention to detail
- Time Management
- Team building
- Effective communication
References
David Mandel, CEO, Bitvore, 323.333.2124
Timeline
Universal Banker
CITI Bank USA
06.2025 - 09.2025
Account executive
GREEN BOX LOANS
12.2019 - 03.2020
Personal banker
WELLS FARGO BANK
12.2017 - 08.2019
Teller
CALPRIVATE BANK
09.2013 - 10.2017
Teller
COMMERCIAL BANK OF CA
01.2012 - 07.2013
Bachelor of Arts - Business Management, Performing arts
UNIVERSITY OF SOUTHERN CA