Caleb Dollard
Pryor,OK
Summary
Experienced banking specialist with extensive knowledge of financial products and a dedication to delivering outstanding customer service. Renowned for assessing client requirements and offering customized financial solutions, as well as resolving diverse forms of financial fraud while adhering to all banking and financial federal regulations. Excels in fast-paced environments and consistently achieves exceptional outcomes by adapting to shifting priorities, a highly regarded team collaborator. Proficient in financial advising and client relationship management, enabling the establishment of robust connections and the nurturing of long-term partnerships.
Overview
6
6
years of professional experience
Work History
Personal Banker
First National Bank And Trust of Broken Arrow
04.2022 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
Bank Teller
First National Bank And Trust of Broken Arrow
04.2022 - 09.2023
- 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.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
Service Desk/ Fuel Center Operator
Kroger
01.2019 - 03.2022
- Responsible for successfully completing National / International wire money transfers via Western Union while following AML policies in its entirety
- Provided exceptional customer service with transaction issues, money orders, customer refunds, and complaints
- Earned management trust by serving as a key holder to responsibly open and close fuel station and service desk
- Responsible for balancing the drawer and transporting $5k-$10k into the store safe from external fuel location
- Consistently observe cars at gas pumps to identify theft attempts and/or installation of card scanning devices
- Completed fuel center documents after receiving fuel delivery of 7,000+ gallons of gasoline
- Created and assisted in repairs of fuel station replenishment system
- Trained new clerks on proper procedures
Cashier
Kroger
01.2019 - 03.2022
- Scan, bag, and load purchases; process cash, check, credit card, coupon and voucher transactions; verify customer ages for alcohol and tobacco purchases; and manage daily till opening and closing procedures
- Performed all checkout procedures quickly and accurately, while also promoting the store credit card to customers
- Assisted sales floor staff with stocking shelves, keeping front lanes orderly, and assisting guests when needed
- Trained new clerks on proper procedures
Courtesy Clerk
Kroger
01.2019 - 03.2022
- Performed outstanding customer service including greeting more than 300 customers daily and guiding them to appropriate aisles
- Conducted proper bagging of groceries and escorted customers to their vehicles to load purchases into their cars
- Completed price checks retrieved products for guests at check stands and responded to other customer needs
- Collected approximately 100 shopping carts daily from the parking lot cleaned carts and returned them to store entrances
- Controlled inventory including stock returns
- Trained new clerks on proper procedures
Education
High School Diploma -
Bennett High School
Bennett, CO05.2021
Skills
- Excellent communication skills
- Excellent time management
- Proficient in microsoft products
- Skilled multi-tasker
- Experience in Fiserv products
- Knowledge in BSA and AML compliance
- Client confidentiality
- Dedicated team player
- Complaint Resolution
- Client relationship management
- Fraud prevention
- Relationship building
Accomplishments
- Bennett HS Honor Roll: Sophomore, Junior, and Senior year.
- Cumulative GPA: 3.8
- Consistently participated in volunteer work to help the community.
Timeline
Personal Banker
First National Bank And Trust of Broken Arrow
04.2022 - Current
Bank Teller
First National Bank And Trust of Broken Arrow
04.2022 - 09.2023
Service Desk/ Fuel Center Operator
Kroger
01.2019 - 03.2022
Cashier
Kroger
01.2019 - 03.2022
Courtesy Clerk
Kroger
01.2019 - 03.2022
High School Diploma -
Bennett High School