Chloe Littleton
Huntsville
Summary
Qualified professional with excellent customer service and communication skills, seeking to apply knowledge of banking and finance. Highly organized with an ability to prioritize tasks, manage multiple projects, and maintain accuracy in a fast-paced environment. Track record of success in providing customers with an exceptional banking experience, including handling customer inquiries, identifying customer needs, and providing financial solutions.
Driven with strong background in customer service and financial transactions, consistently ensuring client satisfaction. Successfully managed branch operations and contributed to revenue growth by identifying and acting on sales opportunities. Demonstrated proficiency in risk management and adept at fostering client relationships to enhance loyalty and trust.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Banker
PNC Bank
03.2024 - 09.2025
- Developed strong relationships with clients to foster loyalty and repeat business.
- Analyzed account data to identify opportunities for cross-selling bank products.
- Implemented process improvements that streamlined daily branch operations and increased productivity.
- Delivered exceptional service through effective communication skills, empathy towards clients'' needs, problem-solving abilities, and attention to detail in daily tasks.
- Improved customer satisfaction by providing personalized banking solutions and efficient service.
- Strengthened client relationships, offering tailored financial advice to meet individual needs.
- Championed customer retention efforts, addressing concerns promptly and effectively resolving issues.
- Built strong rapport with clients for long-lasting relationships by understanding their financial goals and recommending suitable solutions.
- Investigated and resolved account issues by offering applicable options to customers.
- Opened new accounts and made changes to existing accounts.
- Developed strategic plans for day-to-day financial operations.
Senior Personal Banker • Supervisor
First Convenience Bank
06.2022 - 10.2023
- Identified customer needs by actively listening and asking questions to determine appropriate product offerings. Developed relationships with customers through timely follow-up, sound advice, and quality service. Identified cross-selling opportunities and recommended banking products and services to customers. Processed deposits, withdrawals, transfers, payments, check cashing and other transactions accurately and efficiently.
Tax Preparer • Tax Analyst
H&R Block
01.2021 - 04.2023
- Prepared a variety of forms including 1040s, 1099s, W-2s, Schedules C and E as well as other state-specific forms. Utilized tax preparation software to accurately prepare tax returns. Used all appropriate adjustments, deductions, and credits to keep clients' taxes to minimum. Utilized advanced knowledge of taxation laws, regulations, and filing procedures to maximize deductions and ensure compliance with all applicable rules. Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns. Met with clients to discuss individual tax needs and provide advice.
Receptionist
H&R Block
01.2018 - 04.2020
- Greeted visitors warmly and ensured they had a positive experience. Handled cash and credit card payments with accuracy. Scheduled appointments and maintained and updated appointment calendars. Answered phones professionally in accordance with organizational protocols. Used proper telephone etiquette, answered calls and caller questions, and transferred to proper extensions. Assisted with administrative tasks such as filing documents and copying materials. Displayed pleasant and professional voice and demeanor, positively representing organization. Provided superior customer service by responding to inquiries in an efficient and friendly manner. Operated multi-line telephone system to answer incoming calls and accurately direct callers to appropriate employees.
Education
B.S - Criminal Justice
Sam Houston State University
05.2020
Skills
- Investment Recommendations
- Verbal & Written Communication
- Problem-solving
- Critical thinking
- Time management
- Lesson planning
- Leadership
- Creative writing
- Data Entry
- Office Equipment Operation
- Document Control
- Database Administration
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Certification
- Certified Notary , PNC Bank
- Licensed Tax Preparer
Timeline
Branch Banker
PNC Bank
03.2024 - 09.2025
Senior Personal Banker • Supervisor
First Convenience Bank
06.2022 - 10.2023
Tax Preparer • Tax Analyst
H&R Block
01.2021 - 04.2023
Receptionist
H&R Block
01.2018 - 04.2020
B.S - Criminal Justice
Sam Houston State University
COMMUNICATION
As a Bank Teller and Receptionist, I have honed my communication skills through years of experience in verbal and written communication with clients, vendors, and team members. I have extensive experience in creating and delivering presentations, preparing, and responding to business correspondence, and ensuring effective communication throughout the office.
LEADERSHIP
I have demonstrated strong leadership skills in managing a team of administrative staff and supervising daily office operations. I have experience in providing guidance and support to staff, setting performance expectations and providing feedback, and addressing issues as they arise.