Braedon Trunkle
Billings,MT
Summary
As an experienced Customer Service Specialist and New Account Supervisor, I’ve demonstrated an ability to assess the needs of customers, think critically, and problem solve any issues to ensure a high level of service and adhere to all banking regulations. With the capability to learn quickly and a desire to succeed, I am ready to help create a lasting impact on our community. Utilizing my strengths in leadership, collaboration, and communication I am dedicated to helping the company meet all its strategic goals.
Overview
7
7
years of professional experience
Work History
New Account Supervisor
Western Security Bank
04.2025 - Current
- Oversee daily branch operations, ensuring compliance with bank policies and regulatory requirements.
- Provide coaching, mentorship, and hands-on training to frontline staff, including onboarding and developing new employees in banking operations.
- Assist with escalated customer needs and complex account situations.
- Lead and coordinate internal communication and teamwork across departments; support staff in achieving monthly branch account-opening goals.
- Monitor the performance of a team of 4, promoting productivity and a positive work environment while providing direct coaching and feedback.
Customer Service Specialist III
Western Security Bank
05.2023 - 04.2025
- Assist customers daily with all account products including checking, savings, CDs, IRAs etc.
- Establish and maintain professional relationships with customers
- Critically think and problem solve any and all issues customer may have
- Maintain current knowledge of policy and procedures as well as banking regulations
- Prepare all required account documents in accordance with regulations and reporting requirements
- Exercise the ability to manage multiple customers needs and requests daily
- Effectively demonstrate interdepartmental communication and teamwork on a variety of projects
- Utilize job aids to understand and execute complex account maintenance and procedures
Customer Service Specialist II
Western Security Bank
08.2022 - 05.2023
- Display strong attention to detail by carefully handling and processing large amounts of cash for customers
- Perform routine and basic account maintenance
- Demonstrate ability to maintain high degree of professionalism and confidentiality regarding all customer transactions
- Exhibited willingness to take ownership of specialized tasks
Customer Service Specialist I
Western Security Bank
06.2022 - 08.2022
- Demonstrate accurate and careful cash handling for customers
- Showcase ability to learn and utilize new skills
- Reconcile cash drawer at end of day and maintain high degree of accuracy within all transactions
Service Agent
Enterprise
12.2018 - 05.2022
- Assist customers to ensure pleasant rental experience
- Clean and maintain returned rental vehicles
- Effectively communicate with customers and co-workers
- Exercise time management skills daily
Education
BS - Finance
MSUB
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Billings Central Catholic High School
Skills
- Leadership
- Attention to Detail
- Problem Solving
- Professional and Creative Writing
- Organization
- Teamwork
- Creativity
- Notary Public
- Staff training and development
- Customer relationship management
Timeline
New Account Supervisor
Western Security Bank
04.2025 - Current
Customer Service Specialist III
Western Security Bank
05.2023 - 04.2025
Customer Service Specialist II
Western Security Bank
08.2022 - 05.2023
Customer Service Specialist I
Western Security Bank
06.2022 - 08.2022
Service Agent
Enterprise
12.2018 - 05.2022
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Billings Central Catholic High School
BS - Finance
MSUB