Catherine Mcgee
Aubrey,United States
Summary
Dynamic Universal Banker at PointBank with skills in financial advising and cash handling. Improved client satisfaction by making operations more efficient and processing loans effectively. Experienced in teamwork, following regulations, and increasing branch performance and service quality. Dedicated to helping clients make confident financial choices.
Overview
18
18
years of professional experience
Work History
Universal Banker
PointBank
Denton, TX
01.2023 - Current
- Streamlined customer support operations by addressing account inquiries and processing transactions.
- Provided expert guidance on bank products and services to enhance client financial decision-making.
- Reviewed and processed loan applications and mortgage documents to ensure compliance with approval standards.
- Facilitated daily branch operations while ensuring adherence to banking regulations.
- Facilitated collaboration among team members to enhance service delivery standards.
- Oversaw cash handling and ensured accurate balancing of drawers at end of shifts.
- Addressed customer issues promptly to elevate branch performance and reputation.
- Facilitated branch operations while ensuring adherence to federal and state regulations and bank policies.
- Processed checks and managed deposits and withdrawals within designated limits. Assisted in calculating daily transactions using computers and calculators. Supported financial operations by maintaining accurate transaction records.
- Established checking, savings, money market, and certificate of deposit accounts while managing the ordering of checks and debit cards.
Rehab Tech
Denton State Supported Living Center
Denton, TX
04.2014 - 01.2022
- Supported individuals in daily living tasks to enhance overall quality of life and promote self-sufficiency.
- Collaborated with clinical staff to design and execute personalized rehabilitation programs.
- Upheld health regulations and protocols to maintain a safe and clean work environment.
- Tracked and recorded patient progress, reporting findings to enhance treatment accuracy.
- Established rapport with patients and families, promoting a nurturing environment for healing.
- Sustained a tidy and structured therapy space to support patient safety and streamline therapeutic processes.
- Employed therapeutic equipment to facilitate patient progress and recovery.
- Coordinated movement of patients to and from departments to ensure timely access to medical care.
Home Supervisor
D&S Residential Services
Denton, TX
03.2008 - 04.2014
- Streamlined customer support operations by addressing account inquiries and processing transactions.
- Provided expert guidance on bank products and services to enhance client financial decision-making.
- Reviewed and processed loan applications and mortgage documents to ensure compliance with approval standards.
- Facilitated daily branch operations while ensuring adherence to banking regulations.
- Facilitated collaboration among team members to enhance service delivery standards.
- Oversaw cash handling and ensured accurate balancing of drawers at end of shifts.
- Addressed customer issues promptly to elevate branch performance and reputation.
- Facilitated branch operations while ensuring adherence to federal and state regulations and bank policies.
- Processed checks and managed deposits and withdrawals within designated limits. Assisted in calculating daily transactions using computers and calculators. Supported financial operations by maintaining accurate transaction records.
- Established checking, savings, money market, and certificate of deposit accounts while managing the ordering of checks and debit cards.
Education
GED -
Denton High School
Denton, TX05.2002
Skills
- Branch operations
- Cash handling proficiency
- Electronic funds transfer
- Financial advising
- Loan origination
- Financial planning
- Deposit processing
- Document preparation
- Portfolio management
- Behavior redirection
- Client support
- Compassionate caregiving
- Medication administration
- Client documentation
- Decision-making support
- Health and safety requirements
- Direct patient care
- Transportation
- Goal setting
- Social skills development
- Recreational activities
Timeline
Universal Banker
PointBank
01.2023 - Current
Rehab Tech
Denton State Supported Living Center
04.2014 - 01.2022
Home Supervisor
D&S Residential Services
03.2008 - 04.2014
GED -
Denton High School