Summary
Overview
Work History
Education
Skills
Timeline
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Carlie Oberdick

Bridgeport

Summary

Accomplished Retail Banker II and Sales Associate with a proven track record at Woodforest Bank, enhancing client portfolios and customer satisfaction through expert financial advice and exceptional service. Skilled in cash handling and problem-solving, consistently meeting compliance standards. Demonstrates a positive attitude and multitasking abilities, driving productivity and sales achievements.

Overview

1
1
year of professional experience

Work History

Retail Banker II

Woodforest Bank
11.2024 - Current
  • Strengthened client portfolio by identifying needs and recommending suitable financial products or services.
  • Complied with regulatory, legal and ethical requirements to protect bank assets.
  • Kept current with financial services marketplace and legal and regulatory environment to uphold highest ethical requirements of industry.
  • Followed through on risk and compliance processes and policies to safeguard customer assets, maintain privacy and act in best interest.
  • Maintained high levels of cash handling accuracy, ensuring proper documentation and adherence to compliance requirements.
  • Offered clients advice and guidance on digital and self-serve options to make banking easy, simple and fast.
  • Collaborated with team members to achieve branch sales targets and enhance overall productivity.
  • Increased customer satisfaction by providing personalized banking solutions and exceptional customer service.
  • Managed risk effectively by adhering to bank policies and procedures during transactions.

Retail Sales Associate

The Children's Place
07.2024 - 01.2025
  • Greeted customers and helped with product questions, selections, and purchases.
  • Maintained a clean and organized store environment, enhancing the overall shopping experience for customers.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Handled returns and exchanges professionally, resolving customer issues while adhering to company policies.
  • Answered questions about store policies and addressed customer concerns.
  • Assisted in managing inventory levels, accurately processing shipments, and restocking merchandise as needed.

Education

High School Diploma -

Martins Ferry
Martins Ferry
05.2024

Skills

  • Branch operations
  • Cash handling
  • Cash handling proficiency
  • Consumer banking
  • Fraud prevention
  • Loan processing
  • Financial product sales
  • Vault teller operations
  • Positive attitude
  • Customer service
  • Problem-solving
  • Honest and dependable
  • Time management
  • Attention to detail
  • Reliable and responsible
  • Multitasking

Timeline

Retail Banker II

Woodforest Bank
11.2024 - Current

Retail Sales Associate

The Children's Place
07.2024 - 01.2025

High School Diploma -

Martins Ferry

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Carlie Oberdick