Brooke Rehfeld
Airway Heights
Summary
Results-oriented professional with a strong background in financial services, known for exceptional communication and conflict resolution skills. Experienced in educating clients on financial products and ensuring compliance through routine audits.
Overview
31
31
years of professional experience
Work History
Financial Services Representative
Horizon Credit Union
Spokane
04.2019 - 03.2024
- Supported members with account inquiries and transaction processing to enhance service experience.
- Informed clients about financial products and services to facilitate informed decision-making.
- Collaborated with team to streamline member service protocols.
- Conducted routine audits to ensure compliance with regulations.
- Addressed member concerns through clear communication and problem-solving to ensure satisfaction.
- Participated in community outreach events to promote credit union services.
- Received and processed deposits, withdrawals and loan payments, keeping financial records up-to-date.
- Held financial conversations with clients and prospects to determine needs and provide appropriate solutions.
- Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.
- Evaluated loan applications for creditworthiness and compliance with guidelines.
- Assisted clients in understanding loan products and application processes.
- Communicated with clients to gather necessary financial information for loans.
- Collaborated with underwriting teams to ensure timely loan approvals.
- Reviewed financial statements to assess borrower eligibility for loans.
- Provided ongoing support to clients throughout the loan lifecycle process.
- Educated customers on a variety of loan products and available credit options to promote valuable decision-making.
Accounts Receivable Clerk
Cerium Networks
Spokane
09.2014 - 04.2019
- Processed incoming payments and verified accuracy of accounts.
- Managed customer inquiries regarding invoices and payment status.
- Reconciled accounts receivable transactions and resolved discrepancies.
- Maintained accurate records of all financial transactions and communications.
- Generated monthly reports on outstanding invoices for management review.
- Assisted in month-end closing procedures for accounts receivable activities.
- Monitored accounts receivable report, checking for late, delinquent, or missing invoices, and payments.
Senior Teller
Washington Trust
Spokane
10.2005 - 05.2009
- Processed customer transactions accurately and efficiently at Washington Trust.
- Assisted customers with account inquiries and service requests promptly.
- Managed cash drawer and balanced transactions daily without discrepancies.
- Trained new tellers on procedures and customer service best practices.
- Promoted bank products and services to enhance customer engagement.
- Maintained compliance with bank policies and federal regulations consistently.
- Resolved customer issues by providing effective solutions and support.
- Provided support to customers with inquiries regarding their accounts.
- Completed monthly audits and managed overdraft reports.
- Balanced bank's vault of daily cash for withdrawals and deposits.
- Handled cash transactions, balanced cash drawers, performed loan payments, and issued cashier's checks.
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Developed strong relationships with customers by providing exceptional customer service.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Performed currency transaction reports for foreign currency.
- Took on additional shifts during busy periods to minimize staffing shortages.
- Monitored cash levels throughout the day to ensure adequate supply of currency was available at all times.
- Managed multiple tasks simultaneously while meeting deadlines efficiently.
- Maintained cash drawer within prescribed cash limits and meet cash balancing requirements.
- Performed regular audits on teller drawers to maintain accuracy and prevent fraud.
- Received mortgage and other loan payments, verifying payment dates and amounts due.
- Processed term deposits, retirement savings plan contributions and mail deposits within processing time limits.
New Accounts Representative
Washinton Mutual
Spokane
08.1993 - 12.2005
- Processed new account applications for individual and business clients.
- Assisted customers with account inquiries and provided product information.
- Educated clients on banking services and features available through the bank.
- Maintained accurate records of customer interactions and transactions.
- Trained new staff on account management systems and customer service protocols.
- Monitored compliance with regulatory requirements in account opening processes.
- Answered incoming calls from customers related to their accounts.
- Verified customer identification documents for compliance with Bank Secrecy Act regulations.
- Provided excellent customer service at all times while interacting with clients.
- Processed customer deposits, withdrawals, transfers, loan payments, and other transactions.
- Assisted branch personnel with various tasks as needed.
- Responded promptly to emails from clients requesting assistance.
- Advised customers on appropriate banking products to meet their needs.
- Participated in continuing education programs related to banking regulations and procedures.
- Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
- Executed wire transfers of funds in compliance with banking best practices.
- Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.
Education
Gonzaga Prepatory School
Spokane, WA06-1993
Skills
- Transaction processing
- Cash handling expertise
- Transaction processing accuracy
- Safe and vault operation
- New teller training
- Fraud detection
- Banking product sales
- Sales and Cross-selling
- Exceptional customer service
- Account inquiries resolution
- Relationship management
- Relationship building
- Conflict resolution
- Listening and comprehension
- Communication skills
- Professional courtesy
- Patience and empathy
- Confidentiality and discretion
- Reliable
- Team collaboration
- Problem solving
- Problem solving
Timeline
Financial Services Representative
Horizon Credit Union
04.2019 - 03.2024
Accounts Receivable Clerk
Cerium Networks
09.2014 - 04.2019
Senior Teller
Washington Trust
10.2005 - 05.2009
New Accounts Representative
Washinton Mutual
08.1993 - 12.2005
Gonzaga Prepatory School