BRANDI STOCKTON
Burleson,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Dedicated Financial Services Representative with proven success in cash handling and teller transactions. Committed to providing exceptional customer service and fostering lasting client relationships.
Overview
28
28
years of professional experience
Work History
New Accounts Representative
Grandview Bank
Burleson, TX
11.2023 - Current
- Processed new account applications with high efficiency and accuracy.
- Conducted thorough verification and compliance checks to maintain account integrity.
- Reviewed existing accounts for documentation completeness and adherence to standards.
- Executed wire transfers according to banking best practices.
- Maintained customer data confidentiality at all times.
- Responded promptly to inquiries regarding suspected fraud incidents.
- Guided clients through onboarding procedures to facilitate seamless transitions.
- Provided insights on safeguarding against fraud and identity theft.
Financial Services Representative
EECU
Burleson, TX
06.2022 - Current
- Fostered relationships with new and existing customers through excellent customer service skills.
- Processed transactions quickly and accurately in accordance with established procedures.
- Established strong and positive working relationships within organization to contribute to team success.
- Maintained friendly front-line coverage by greeting and assisting walk-in customers, promoting good first impressions with clients.
- Cross-sold bank products and services based on customer needs to boost sales.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
Customer Service Representative
Fort Sill National Bank
Fayetteville, NC
09.2008 - 02.2010
- Verified customers' identification to ensure compliance with laws and regulations.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Maintained confidentiality of all customer records and information according to company policies.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Assisted customers in opening new accounts and completing required paperwork.
SERVER
RIVER CITY GRILL
MILLTOWN, MT
08.1997 - 05.2006
- Greeted guests and provided menus.
- Provided excellent customer service to ensure satisfaction.
- Assisted in training new servers.
- Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
- Monitored dining room for cleanliness and proper set-up at all times.
- Responded efficiently to guest inquiries and complaints in a professional manner.
- Performed opening and closing duties such as setting up the dining area, restocking supplies..
- Operated POS terminals to input orders, split bills and calculate totals.
- Trained new employees to perform duties.
Education
Associate of Arts - Business
Aims Community College
Fort Lupton, CO05.2022
Skills
- Sales Quota Achievement
- Financial Services
- Account Maintenance
- Cash Handling
- Teller Transactions
References
References available upon request.
Timeline
New Accounts Representative
Grandview Bank
11.2023 - Current
Financial Services Representative
EECU
06.2022 - Current
Customer Service Representative
Fort Sill National Bank
09.2008 - 02.2010
SERVER
RIVER CITY GRILL
08.1997 - 05.2006
Associate of Arts - Business
Aims Community College