Summary
Overview
Work History
Education
Skills
Timeline
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Bailey Rohlwing

Havana,IL

Summary

Driven Financial Assistant with a proven track record at HNB Financial Center, adept in Microsoft Excel and customer service excellence. Demonstrated ability to enhance client satisfaction and streamline financial processes. Skilled in teamwork and collaboration, significantly contributing to efficient operations and positive client outcomes.

Overview

3
3
years of professional experience

Work History

Customer Representative Teller and Bookkeeper

Havana National Bank
08.2021 - 07.2024
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues with professionalism.
  • Retained dissatisfied customers by offering empathetic listening skills followed by effective problem-solving approaches tailored to each individual case.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Managed difficult customer interactions calmly and effectively, reducing escalation levels and maintaining company reputation.
  • Maintained high accuracy in financial transactions, ensuring all cash and documentation were correct.
  • Executed wire transfers, stop payments and account transfers.
  • Monitored and verified suspicious activity on customer accounts.
  • Educated customers on online banking and mobile banking applications.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Handled day-to-day accounting processes to drive financial accuracy.

Financial Assistant

HNB Financial Center
07.2024 - Current
  • Supported client needs by providing timely responses to inquiries regarding account status or transactions processed.
  • Explained and documented types of services to be provided for clients, and responsibilities to be taken by personal financial advisor.
  • Entered financial data into company accounting system with stringent adherence to data security protocols
  • Assisted with special projects and additional tasks.
  • Reviewed balance sheets regarding monthly assets.
  • Processed deposits for brokerage accounts and managed money movement for clients.
  • Collected information to send out communication to all existing clients.

Education

High School Diploma -

Havana High School
Havana, IL
05.2021

Associate of Arts -

Eastern Gateway Community College
Steubenville, OH
08.2023

Skills

  • Customer Service
  • Microsoft Excel proficiency
  • Document Management
  • Monthly Reporting
  • Telephone Etiquette
  • Teamwork and Collaboration
  • Time Management

Timeline

Financial Assistant

HNB Financial Center
07.2024 - Current

Customer Representative Teller and Bookkeeper

Havana National Bank
08.2021 - 07.2024

High School Diploma -

Havana High School

Associate of Arts -

Eastern Gateway Community College

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Bailey Rohlwing