Summary
Overview
Work History
Education
Skills
Certification
Timeline
pwb

Brooke McDaniel

Springfield,IL

Summary

Dynamic professional with extensive experience in small business management, emphasizing operational efficiency, customer satisfaction, and team leadership. Skilled in strategic planning and resource management to drive business growth and sustainability while fostering collaborative environments that yield measurable results. Proven track record as a highly motivated banker with a passion for entrepreneurship, adept at launching new products, leading teams, and achieving growth objectives. Expertise in identifying opportunities, creating strategic partnerships, and driving sustainable success across diverse business landscapes.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Bank Teller

United Community Bank
Springfield
10 2025 - Current
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
  • Received loan and utility payments, sending funds to correct destinations.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Collaborated with team members to ensure smooth operations and high-quality service.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Counted and packaged currency and coins.

Small Business Owner

Self
Springfield, IL
09.2023 - Current
  • Developed and implemented operational strategies to enhance customer service and satisfaction.
  • Managed daily financial transactions, ensuring accuracy in accounting records and reports.
  • Oversaw inventory management processes, optimizing stock levels to meet customer demand.
  • Established marketing initiatives to increase brand awareness and attract new clientele.
  • Streamlined business operations, improving efficiency and reducing overhead costs through best practices.
  • Managed daily operations for a successful small business, ensuring efficient processes and quality services.
  • Established a loyal customer base by providing personalized attention, addressing concerns promptly, and exceeding expectations.
  • Promoted business via social media to generate leads and maximize brand identity.
  • Enhanced company reputation by consistently delivering exceptional service quality to customers.
  • Created financial plans and budgets to optimize resources, track expenses, and ensure profitability.
  • Researched trends and current innovations to determine competition and develop competitive pricing points.
  • Designed business plan to define concept, short-term and long-term goals and strategies.
  • Fulfilled customer shipping needs by completing all purchase orders and customer invoices.

Backup Bookkeeper/Office Manager

County Market Grocery Store
Sherman, IL
04.2023 - 09.2023
  • Opened store at 5 AM alone, set up all cash drawers for cashiers throughout the day.
  • Completed drawer countdowns on 8 drawers daily, including self-checkout machines.
  • ran customer service desk along with being bookkeeper during the hours I was there.
  • Managed accounts payable and receivable, ensuring timely and accurate financial transactions.
  • Reconciled bank statements with company records to maintain integrity of financial data.
  • Prepared monthly financial reports, summarizing revenue and expenditures for management review.
  • Streamlined bookkeeping processes, improving efficiency and reducing errors in financial reporting.
  • Maintained compliance with local tax regulations by preparing necessary documentation for audits.
  • Maintained and processed invoices, deposits, and money logs.
  • Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
  • Reconciled and corrected issues with financial records.
  • Facilitated better cash management, closely monitored cash flow statements.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Inspected account books and recorded transactions.
  • Filled lotto machine every Friday and received deliveries from the State of Illinois Lottery.

Personal Banker II

Marine Bank
Springfield, IL
06 2020 - 12 2021
  • Managed client relationships, enhancing customer satisfaction and loyalty through personalized banking solutions.
  • Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
  • Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Analyzed financial needs, providing tailored product recommendations to optimize client portfolios.
  • Exceeded individual performance metrics consistently while maintaining exceptional levels of client satisfaction ratings throughout tenure as Personal Banker.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.

Bank Teller

CEFCU
Springfield, IL
02.2020 - 06.2020
  • Processed daily transactions with accuracy and attention to detail.
  • Assisted customers with account inquiries, providing exceptional service and support.
  • Maintained cash drawer accuracy through diligent balancing practices.
  • Educated clients on bank products, enhancing customer knowledge and engagement.
  • Collaborated with team members to streamline operational procedures for efficiency.
  • Resolved customer issues promptly, ensuring satisfaction and loyalty.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Counted and packaged currency and coins.
  • Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.

Bank Teller/Customer Service Representative

Alliance Community Bank
Springfield, IL
02.2019 - 01.2020
  • I was the opening teller here everyday with every other Saturday as well. I helped members on the front line and acted as a receptionist for our loan advisors in the back office. Also took multiple phone calls throughout the day. Balanced my cash drawer and did multiple types of transactions for members.
  • Assisted in training new tellers on bank procedures and customer service protocols for improved team performance.
  • Monitored daily cash flow and reported discrepancies to management, contributing to enhanced operational efficiency.
  • Maintained accurate records of customer transactions in line with bank procedures.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Maintained friendly and professional customer interactions.

Bank Teller

Heartland Credit Union
Springfield, IL
04.2018 - 01.2019
  • I was a bank teller here who opened and closed multiple locations. I operated a cash drawer in the front of the building as well as the drive through.
  • The front of the building acted as receptionist as I had to handle multiple phone calls for our loan advisors.
  • Trained new tellers on systems, processes, and best practices for service excellence.
  • Processed customer transactions promptly, minimizing wait times.
  • Calculated fees due, interest and change for customer transactions.
  • Counted, verified and handled bank deposits and armored car transactions.
  • Cross-sold credit cards, loans and other bank products.
  • Arranged monies received in cash boxes and coin dispensers according to denomination.
  • Received loan and utility payments, sending funds to correct destinations.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.

Cashier

Farm And Home
Springfield, IL
10.2016 - 04.2018
  • Cashier at the North side Farm and Home, also worked in every department; so I have a feel for everything! Kept front area clean while making sure items were fully stocked, including soda machines at the end of the night. Greeted customers coming in, helped direct them in the correct area they wanted, check customers out efficiently and in a timely order and let them be on their way. Maintained a balanced cash drawer. Opened and closed.

Education

No Degree - Accounting & Business

Lincoln Land Community College
Springfield, IL

High school or equivalent -

Springfield Southeast High School
Springfield, IL
12.2018

Skills

  • Proficient in Microsoft Office (Word, Excel, Access, and Power Point)
  • Money handling
  • Deposit and withdrawal management
  • Strong ability to multi-task
  • Patience and empathy
  • Keen attention to detail
  • Relationship building
  • Great knowledge of banking procedures
  • Cash handling expertise
  • Data entry efficiency
  • Sales and Cross-selling
  • Decision-making
  • Fraud detection
  • Balance transfers
  • Banking regulations knowledge
  • Office management
  • Organizational skills
  • Scheduling and calendar management
  • Bookkeeping
  • Account reconciliation
  • Inventory control
  • Employee supervision
  • Small business operations
  • Vendor relations
  • Business marketing
  • Planning and execution

Certification

  • Driver's License
  • April 2016 to Present

Timeline

Small Business Owner

Self
09.2023 - Current

Backup Bookkeeper/Office Manager

County Market Grocery Store
04.2023 - 09.2023

Bank Teller

CEFCU
02.2020 - 06.2020

Bank Teller/Customer Service Representative

Alliance Community Bank
02.2019 - 01.2020

Bank Teller

Heartland Credit Union
04.2018 - 01.2019

Cashier

Farm And Home
10.2016 - 04.2018

Bank Teller

United Community Bank
10 2025 - Current

Personal Banker II

Marine Bank
06 2020 - 12 2021

No Degree - Accounting & Business

Lincoln Land Community College

High school or equivalent -

Springfield Southeast High School
Brooke McDaniel