Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

AUSTIN CARLISLE

Continental

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated to leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Services Representative/Team Leader Manager

Superior Credit Union
04.2022 - Current
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Maintained updated records of all financial transactions to support traceability.
  • Built and established relationships with clientele to improve future business opportunities.
  • Generated financial projections and forecasts for short- and long-term.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Processed quarterly vault and ATM audits with zero error rate.
  • Balanced staff and vault at end of day and secured monies in accordance with established procedures.

Teller/Branch Relationship Banker

Huntington National Bank
10.2017 - 04.2022
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Processed customer transactions promptly, minimizing wait times.
  • Educated customers on use of banking website and mobile apps.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.

Shift Manager

McDonalds
11.2016 - 09.2017
  • Exercised composure under pressure and in escalated customer service scenarios.
  • Excelled in every store position and regularly backed up front-line staff.
  • Kept employees operating productively and working on task to meet business and customer needs.
  • Coached crew members to optimize performance and motivate toward more efficient work.

Restaurant Manager/Assistant General Manager

McDonald's
02.2014 - 11.2016
  • Took necessary steps to meet customer needs and effectively resolve food or service issues
  • Resolved customer complaints promptly and professionally
  • Mastered Point of Sale (POS) computer system for automated order taking
  • Maintained a neat, well-groomed appearance including personal hygiene, hair restraint and minimal jewelry that met company standards
  • Followed all established restaurant practices and procedures
  • Counted and entered nightly inventory
  • Created the crew schedule every week
  • Supervised and ran the shift
  • Certified in shift management and leadership behaviors thru McDonald's
  • Food Safety Certified

Education

High School Diploma - General Studies

Paulding High School
05.2013

Skills

  • Restaurant management
  • Excellent multi-tasker
  • Proven leader
  • Cash handling
  • Reliable and punctual
  • Neat, clean, and professional appearance
  • Delivers exceptional customer service
  • Fraud prevention
  • Recordkeeping skills
  • Regulatory compliance

Certification

  • CNP - Certified Notary Public

Timeline

Financial Services Representative/Team Leader Manager

Superior Credit Union
04.2022 - Current

Teller/Branch Relationship Banker

Huntington National Bank
10.2017 - 04.2022

Shift Manager

McDonalds
11.2016 - 09.2017

Restaurant Manager/Assistant General Manager

McDonald's
02.2014 - 11.2016

High School Diploma - General Studies

Paulding High School
AUSTIN CARLISLE