Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

BRITTANI WOLFEEGGLER

PANAMA CITY,FL

Summary

Dynamic financial professional with extensive experience at Regions Bank, excelling in cash management and customer relations. Proven ability to educate clients on financial products while fostering loyalty through exceptional service. Skilled in multitasking under pressure, leveraging strong organizational and computer skills to enhance operational efficiency and client satisfaction.

Overview

8
8
years of professional experience

Work History

Personal Banker II

Cadence Bank
Panama City , FL
08.2025 - Current
  • Facilitated account openings and inquiries regarding financial products for clients.
  • Resolved client issues efficiently to promote satisfaction and loyalty.
  • Guided customers in opening and closing accounts, applying for loans, and making informed financial decisions.
  • Educated clients on diverse retail products and digital solutions to enhance overall experience.
  • Assisted customers with deposits, withdrawals, transfers, loan payments, and additional banking transactions.

Customer Service Representative

PeoplesSouth Bank
Panama City, Florida
11.2024 - 08.2025
  • Resolved customer complaints through effective communication and problem-solving techniques.
  • Educated clients on bank products and services to enhance overall experience.
  • Assisted customers with account inquiries and transaction processes efficiently.
  • Developed strong relationships with clients to foster loyalty and trust.
  • Collaborated with team members to improve service delivery and operational efficiency.
  • Provided accurate information regarding products and services in response to customer inquiries.
  • Promoted customer satisfaction by offering knowledgeable and friendly service.

Benefits Specialist

Bay District Schools
Panama City , Fl
04.2022 - 11.2024
  • Managed and administered employee benefits and compensation programs, including retirement and insurance plans.
  • Balanced and submitted retirement files to Florida Retirement along with error reports.
  • Maintained employee workers' compensation files and processed retirement invoices as needed.
  • Conducted filing and organized employee records, ensuring easy access to information.
  • Responded to emails and phone calls, addressing inquiries promptly.
  • Assisted in retirement meetings and guided employees in setting up insurance elections.

Customer Service Rep.

Peoples South Bank
11.2021 - 04.2022
  • My current role at Peoples South Bank as CSR, I am responsible for performing banking duties and overseeing the financial activities for personal accounts.
  • My duties include but are not limited to Opening and maintenance accounts, filing and scanning documents for commercial and personal account, organizing and upkeep of the teller stations and bank vault room, answering any questions clients may have regarding their account and or directing them to the appropriate associate, helping our clients reach their financial goals as well as proving them excellent customer service.

Assistant Branch Manager

The First Bank
04.2021 - 11.2021
  • As the Assistant Branch manager at The First Bank, my role was to oversee, coach and train the tellers when needed.
  • I was also responsible for performing banking duties, such as opening and closing accounts, performing account maintenance, running bank transactions, ordering and shipping of the branch's money every week, making sure the branch teller drawers and vault stayed balanced.
  • One of my favorite roles as Assistant Branch Manager was to help clients achieve their financial fitness, by providing them the tools they need, as well as answering any concerns or questions they may have.

Financial Relationship Specialist

Regions Bank
07.2017 - 03.2021
  • In my role as a Financial Relationship Specialist at REGIONS BANK, I was responsible for performing banking duties and overseeing the financial activities for the personal account.
  • I am very comfortable with marketing techniques, such as cold-calling, to help build a customer-base.
  • One of my roles was to build old and new relationships in the bank setting, I also opened new accounts, made recommendations for financial situations and helped with debt consolidating, opening and closing safety deposit boxes, direct deposit checking, savings accounts and money markets accounts, quoting rates and help raising credit scores.
  • Answering any all questions and concerns clients may have while providing the customers with financial advice and resources needed to achieve their financial goals while maintain excellent customer service.

Education

CHIPOLA COLLEGE
01.2018

DIPLOMA -

CHIPLEY HIGH SCHOOL
Chipley
01.2008

Some College (No Degree) - BSA SPECIAL EDUCATION AND ELEM EDUCATION

Grand Canyon University
Phoenix, AZ

Skills

  • CASH MANAGEMENT
  • PUBLIC SPEAKING
  • MULTITASKING IN A HIGH STRESS ENVIRONMENT
  • COMPUTER SKILLS
  • EXCEL
  • MICROSOFT WORD
  • CLERICAL WORK
  • FILING
  • ORGANIZING
  • PLANNING

References

  • BILL FUQUA, CITY PRESIDENT, PEOPLESSOUTH BANK, (850) 238-6603
  • CHERI SPOONER, BRANCH MANAGER, PEOPLESSOUTH BANK, (850) 272-1172
  • AMY WEST, CO-WORKER, PEOPLESSOUTH BANK, (850) 326-7199
  • AMANDA HUGGINS, CO-WORKER, REGIONS BANK, (850) 319-5933

Timeline

Personal Banker II

Cadence Bank
08.2025 - Current

Customer Service Representative

PeoplesSouth Bank
11.2024 - 08.2025

Benefits Specialist

Bay District Schools
04.2022 - 11.2024

Customer Service Rep.

Peoples South Bank
11.2021 - 04.2022

Assistant Branch Manager

The First Bank
04.2021 - 11.2021

Financial Relationship Specialist

Regions Bank
07.2017 - 03.2021

CHIPOLA COLLEGE

DIPLOMA -

CHIPLEY HIGH SCHOOL

Some College (No Degree) - BSA SPECIAL EDUCATION AND ELEM EDUCATION

Grand Canyon University

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