April Robertson
Fairfax,OK
Summary
Banking professional with comprehensive expertise in financial services and client management. Proven ability to enhance customer experiences and streamline banking operations. Focused on collaborative team efforts and adaptive to dynamic work environments. Strong skills in account management and customer service.
Professional in banking and financial services with strong focus on customer service, account management, and financial solutions. Proven ability to collaborate within teams, adapt to changing needs, and consistently achieve results. Skilled in handling transactions, advising clients on banking products, and managing client relationships. Known for reliability, communication skills, and results-driven approach.
Diligent Desired Position with robust background in banking. Successfully managed diverse client portfolios and streamlined financial services to enhance customer satisfaction. Demonstrated proficiency in customer relationship management and cross-functional teamwork.
Experienced with financial service operations and client relations. Utilizes effective communication and organizational skills to manage banking transactions and client inquiries. Knowledge of regulatory compliance and banking protocols ensures reliable and accurate service delivery.
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions. Well-versed in solving routine and complex financial problems. Good communication, multitasking and conflict resolution skills.
Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities.
Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds, and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities.
Energetic Job Title with top-notch relationship-building, sales and money-handling abilities. Multitasks smoothly to handle customer and bank staff needs. Reliable in maintaining accurate drawer and preventing fraudulent transactions.
Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Dynamic individual with hands-on experience in Area of expertise and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Job Title position. Ready to help team achieve company goals.
Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
7
7
years of professional experience
Work History
Universal Banker
Blue Sky Bank
Fairfax, OK
12.2022 - Current
- 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.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Provided exceptional service through accurate and efficient management of teller line duties while maintaining strict confidentiality standards.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Resolved complex customer issues efficiently, collaborating with relevant departments when necessary for prompt resolution of problems encountered during banking transactions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Ensured a consistent and positive customer experience by upholding high standards of professionalism, courtesy, and responsiveness in all interactions.
- Delivered comprehensive financial guidance through regular consultations with clients, cultivating trust and loyalty over time.
- Increased referral rates by forging strong connections with customers and identifying potential business development opportunities.
- Conducted thorough customer assessments to identify opportunities for upselling or targeting specific financial goals.
- Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
- Trained and mentored junior banking staff to maximize performance, efficiency, and compliance.
- Contributed to a high-performing team culture by actively participating in training sessions, staff meetings, and ongoing professional development opportunities.
- Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
- Demonstrated expertise in diverse banking platforms, consistently staying updated on industry trends and product offerings to better serve clients.
- Balanced teller drawers and ATM cash.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Opened, closed, and updated accounts for customers.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Educated customers on features and benefits of banking products and services.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Assisted customers with banking needs and inquiries.
- Educated customers on online banking and mobile banking applications.
- Executed wire transfers, stop payments and account transfers.
- Counted, verified and handled bank deposits and armored car transactions.
- Maintained friendly and professional customer interactions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Trained new hires on customer service policies and procedures.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Referred customers to other banking departments for specialized services.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Calculated fees due, interest and change for customer transactions.
- Monitored and verified suspicious activity on customer accounts.
- Wrote and distributed customer correspondence.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
- Received loan and utility payments, sending funds to correct destinations.
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Processed applications for new accounts.
Cashier/Waitress/Manager
Brandy’s Drive In
Fairfax, OK
04.2021 - 12.2022
- 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.
- Built relationships with customers to encourage repeat business.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Helped customers complete purchases, locate items, and join reward programs.
- Restocked and organized merchandise in front lanes.
- Assisted customers with returns, refunds and resolving transaction issues.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Stocked, tagged and displayed merchandise as required.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
- Resolved customer complaints professionally, leading to improved customer relations and loyalty.
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
- Answered questions about store policies and addressed customer concerns.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Contributed to store success by maintaining high standards of cleanliness throughout the facility.
- Addressed customer needs and made product recommendations to increase sales.
- Mentored new employees on cashier duties and best practices, improving overall staff performance.
- Collaborated with team members to achieve sales targets and maintain a clean, well-stocked store environment.
- Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
- Streamlined checkout process for increased efficiency and reduced waiting times.
- Exceeded productivity goals through consistent attention to detail and organization during busy shifts.
- Promoted store promotions and incentive programs to increase overall sales revenue.
- Managed inventory levels effectively, reducing stock shortages and minimizing wastage.
- Developed rapport and fostered brand loyalty by offering personalized service.
- Boosted team efficiency, shared best practices in cash handling and customer interaction.
- Reduced processing errors by meticulously following transaction procedures.
- Contributed to significant decrease in queue times by streamlining checkout process.
- Ensured accuracy in financial transactions, reconciled cash with receipts daily.
- Facilitated positive shopping experience, greeted customers warmly upon entry.
- Improved store atmosphere with thorough and prompt cleaning of checkout area.
- Fostered positive customer relations by resolving complaints and inquiries promptly.
- Improved efficiency, organized checkout area for optimal workflow.
- Supported marketing initiatives by setting up and maintaining promotional displays.
- Contributed to clean and safe shopping environment, performed regular sanitation of checkout area.
- Managed cash drawer accurately, ensuring all transactions balanced at end of day.
- Enhanced customer service experience by efficiently processing purchases and returns.
- Facilitated smoother checkout process, trained new employees on POS systems.
- Increased sales of promotional items by informing customers about current offers.
- Implemented loss prevention strategies, reducing instances of theft at checkout.
- Assisted in inventory management, contributing to reduction in stock discrepancies.
- Performed cash, card, and check transactions to complete customer purchases.
- Operated cash register to record transactions accurately and efficiently.
- Handled cash with high accuracy and took care to check bills for fraud.
- Learned duties for various positions and provided backup at key times.
- Worked with floor team and managers to meet wide range of customer needs.
- Responded promptly to requests for assistance, spills and customer inquiries.
- Processed refunds and exchanges in accordance with company policy.
- Reconciled cash drawer at start and end of each shift, accounting for errors, and resolving discrepancies.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Conducted inventory counts by adding each item in stock and documenting in computer system.
- Handled high-pressure situations with composure, maintaining excellent service standards even during busy shifts.
- Exhibited strong multitasking abilities, balancing multiple tables and orders while delivering prompt service.
- Remained calm and poised when dealing with difficult customers or during busy shifts.
- Used cash registers and credit card machines to cash out customers.
- Supported teamwork atmosphere among staff members through clear communication and collaboration during shifts.
- Kept server areas clean and stocked to increase efficiency while working tables.
- Collaborated with team members to consistently provide efficient service during peak hours.
- Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
- Enhanced customer satisfaction by providing attentive service and promptly addressing any concerns.
- Managed cash transactions accurately, ensuring proper change was provided to customers as needed.
- Built rapport with regular customers through friendly interactions and attentiveness to their preferences.
- Demonstrated adaptability by quickly learning new menu items and incorporating them into knowledgeable recommendations for guests.
- Proved successful working within tight deadlines and a fast-paced environment.
- Carried out complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
- Answered customers' questions, recommended items, and recorded order information.
- Collected payment for food and drinks served, balanced cash receipts and maintained accurate cash drawer.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
- Processed orders and sent to kitchen employees for preparation.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
- Presented menus to patrons promptly after seating and answered questions about menu items, making recommendations upon request.
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
- Inspected dishes and utensils for cleanliness.
- Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.
- Strategically timed check-ins with customers to take orders and confirm satisfaction with meals after delivery, taking action to correct any problems.
- Managed and motivated employees to be productive and engaged in work.
- Maintained professional, organized, and safe environment for employees and patrons.
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Maximized performance by monitoring daily activities and mentoring team members.
- Cross-trained existing employees to maximize team agility and performance.
- Developed and maintained relationships with customers and suppliers through account development.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
Sr. Accounting Specialist
Cherokee Strip Credit Union
Ponca City, OK
10.2018 - 04.2021
- Reviewed documents and accounts for discrepancies and resolved variances.
- Calculated tax owed, prepared, and submitted returns and upheld compliance with all applicable laws.
- Prepared accounts for industry audits and supported audit process.
- Updated general ledger with latest entries.
- Mentored junior staff members, fostering a positive work environment that encouraged professional growth.
- Participated in annual planning meetings to develop realistic budgets reflecting organizational priorities and resource constraints.
- Assisted in merger and acquisition activities, conducting due diligence on target companies'' financials and identifying potential risks.
- Maintained up-to-date knowledge of relevant accounting regulations and best practices to ensure continued compliance across all financial functions.
- Implemented inventory control measures, minimizing stock discrepancies and ensuring accurate valuation in financial statements.
- Achieved cost savings through thorough vendor contract reviews, negotiating favorable terms and conditions.
- Reduced month-end closing time by standardizing reconciliation procedures and automating manual tasks.
- Supported audit preparation, maintaining organized records for easy access during external reviews.
- Prepared monthly journal entries and reconciliations.
- Reconciled accounts and created documents for monthly closure procedures.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Completed year-end closing processes with controllers and external auditors.
- Assisted team members in transitioning to new system through extensive training and one-on-one support.
- Contributed to hiring, training and development of accounting teams.
- Prepared working papers, reports and supporting documentation for audit findings.
- Provided journal entries and performed accounting on accrual basis.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Cooperated with senior leaders to create operating budgets and initiate financial planning.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
Skills
Maintaining due diligence with accounting procedures
Accomplishments
Employee of the quarter the 2nd year with Cherokee Strip Credit Union
Timeline
Universal Banker
Blue Sky Bank
12.2022 - Current
Cashier/Waitress/Manager
Brandy’s Drive In
04.2021 - 12.2022
Sr. Accounting Specialist
Cherokee Strip Credit Union
10.2018 - 04.2021