Callie Dupuy
Lafayette,LA
Summary
Results-driven banking professional with over 6 years of experience specializing in client relationships, financial skills, and loan production. Proven track record in account servicing, optimizing operational processes, and streamlining loan processes. Adept at leveraging financial expertise to customer excellence and committed to enhancing the overall client banking experience.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relathionship Banker
First Horizon
10.2021 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Overcame complex challenges during the loan closing process by leveraging extensive industry knowledge and problem-solving skills.
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
- Proactively identified potential fraud or suspicious activity, taking appropriate action to protect client accounts and bank assets.
Teller
IBERIABANK
10.2019 - 10.2021
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Shift Leader/Barista Trainer
Starbucks
08.2016 - 08.2019
- Lead day-to-day operations with a team of 5+ partners while coordinating breaks for the team.
- Quickly and effectively balance cash drawers at EOD.
- Coaches and leads by example within compliance of preparing beverages using a repeatable routine.
- Completed opening/closing procedures in accordance with policy.
- Effectively served 100+ customers an hour while maintaining customer satisfaction.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
Education
High School Diploma -
O. Comeaux High School
Lafayette, LAAssociate of Arts - Graphics Design , General Studies
South Louisiana Community College
Lafayette, LASkills
- Relationship building and management
- Sales expertise
- Recordkeeping requirements
- Loan Origination
- Analytical Thinking
- Self-motivated nature
Certification
NMLS #2226236
Additional Information
- Mentee of the Stars On The Horizon Leadership Program.
- Junior Achievement Volunteer in 2023 & 2024.
- Guided my team as the youngest Shift Leader to the top of the leader bords while serving clients quickly and efficiently.
Timeline
Relathionship Banker
First Horizon
10.2021 - Current
Teller
IBERIABANK
10.2019 - 10.2021
Shift Leader/Barista Trainer
Starbucks
08.2016 - 08.2019
High School Diploma -
O. Comeaux High School
Associate of Arts - Graphics Design , General Studies
South Louisiana Community College
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