Chelsea Whitehurst
Princeton,TX
Summary
Proven financial professional with extensive experience at American National Bank of Texas, specializing in New Account Setup and Relationship Building. Recognized for enhancing customer satisfaction and retention through exceptional service and in-depth product knowledge. Consistently exceeded sales goals, demonstrating a strong commitment to excellence and meticulous attention to detail.
Overview
16
16
years of professional experience
Work History
Financial Associate
American National Bank of Texas
Royse City, TX
03.2022 - Current
- Handled large volumes of currency quickly and accurately with minimal errors.
- Balanced cash drawers on a daily basis.
- Answered customer inquiries regarding bank products and services.
- Cross-sold additional bank products when applicable to meet customer needs.
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Assisted customers in opening new accounts and completing required paperwork.
- Continuously updated knowledge about banking products, services, policies and regulations.
- Built and maintained client relationships through quality, personalized interactions.
ISS Teacher
Ouida Bailey Middle School
Royse City, TX
03.2020 - 03.2022
- Supervised students who were assigned in school suspension for disciplinary reasons
- Offered students personalized educational, behavioral and emotional support.
- Facilitated communication between students and teachers for completion of classwork.
- Managed computers in classroom and assisted students with computer use.
- Oversaw lunch detentions
- Maintained structured environment
Branch Service Representative
Texas Bank and Trust
Forney, TX
05.2014 - 03.2020
- Supported customers in completing various banking transactions.
- Enhanced workflow by responding promptly to customer needs.
- Conducted wire transfers of funds following banking standards.
- Recommended appropriate bank services and financial products based on customer needs.
- Modified, opened and closed customer accounts.
- Assisted customers by answering banking questions and recommending solutions.
- Ordered money for the branch and ATM
Teller
Wells Fargo
Terrell, TX
01.2012 - 05.2014
- Assisted customers by phone and in person by answering banking questions, and recommending solutions.
- Promoted and sold banking products and financial services.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Adhered to financial services security and audit procedures.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Directed specific questions to the appropriate branch personnel.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
Customer Service Representative
Time Warner Cable
Plano, TX
12.2009 - 12.2011
- Collected utility payments from customers.
- This required major multi-tasking and the ability to work under pressure with many people in line waiting.
- Helped customers find specific products, answered questions and offered product advice.
- Answered product questions with up-to-date knowledge of sales and store promotions.
- Established new service packages and supplied essential setup equipment.
Teller
BBVA Compass Bank
Mesquite, TX
09.2008 - 09.2011
- Maintained confidentiality of bank records and client information.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Performed transactional, operational and customer support tasks through knowledge of bank procedures and products.
- Used a strong knowledge of banking products and services to confidently educate customers about features, benefits and pricing.
- Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
- Delivered exceptional service to customers in person or over telephone.
- Reconciled cash and checks against computer records at end of shift.
Education
Diploma -
Rockwall High School
05.2008
Skills
- New Account Setup
- Relationship Building
- Customer Service
- Products and Services Knowledge/Sales
- Attention to Detail
- Problem-Solving
- Cash Supply Orders
- Check Cashing
- Cash Drawer Reconciliation
References
Shawn Miller - Shawnmiller0506@yahoo.com / (945) 527-1793
Paul Franks - (214)693-7879
Timeline
Financial Associate
American National Bank of Texas
03.2022 - Current
ISS Teacher
Ouida Bailey Middle School
03.2020 - 03.2022
Branch Service Representative
Texas Bank and Trust
05.2014 - 03.2020
Teller
Wells Fargo
01.2012 - 05.2014
Customer Service Representative
Time Warner Cable
12.2009 - 12.2011
Teller
BBVA Compass Bank
09.2008 - 09.2011
Diploma -
Rockwall High School