Claire Hudson
Cataula,GA
Summary
Dynamic banking professional with extensive experience at multiple companies excelling in relationship management and high-quality customer service. Proven ability to streamline processes and enhance client satisfaction through effective communication and financial expertise. Skilled in banking policies and adept at leveraging technology to improve service delivery.
Overview
8
8
years of professional experience
Work History
Receptionist/Teller
First People’s Bank
Pine Mountain , GA
07.2018 - 06.2019
- Balanced my money drawer accordingly daily.
- Directed incoming calls to internal personnel and departments, routing to the best-qualified department.
- Answered incoming calls on high-volume, multi-line phone switchboard and pleasantly transferred callers to appropriate personnel.
- Kept the reception area clean and neat to give visitors a positive first impression.
- Welcomed all customers with friendly greeting, answered general questions, gathered nature of the visit, and directed to specific offices.
- Answered telephone inquiries on banking products.
- Executed customer transactions, including deposits, withdrawals, money orders, and checks.
- Organized mail, banking files and called clients about needed information.
On-call Teller
BB&T Now Truist
Columbus , Ga
08.2019 - 11.2020
- Traveled from six different locations to help low staffed branches.
- Assist in opening and closing procedures.
- Answered telephone inquiries on banking products, including checking, savings, loans, and lines of credit.
- Executed customer transactions, including deposits, withdrawals, loan payments, and checks.
- Completed education on current banking products and bank knowledge classes.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Sold cashier's checks, traveler's checks, and money orders.
- Coordinated daily cash reconciliation in high-volume locations.
- Educated customers on the use of banking websites and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, service charges, and interest rates.
Teller Specialist
Kinetic Credit Union
Columbus , GA
02.2021 - 04.2021
- Provided high-level customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Collected member loan payments.
- Sold cashier's checks, traveler's checks, and money orders.
- Work with a PTM’s (Personal teller machine)
- Took in cash and checks using the PTM’s
- Dispensed cash, cashiers checks, and money orders using the PTM’s
- Followed through with all banking laws and regulations.
- Answers calls back to back when the volume was high.
- Balances teller drawer daily.
- Completed education on current banking products and bank knowledge classes.
- Communicated with clients through a PTM daily.
Product Specialist Representative II (remote)
Jack Henry & Associates
Cataula, GA
05.2021 - 07.2021
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Answered a large volume of incoming calls daily to resolve customer issues and concerns.
- Responded to inquiries from callers seeking information.
- Provide service for around 1000 banks after-hours and overflow calls.
- Answered inbound customer queries according to internal policies, meeting all concerns and resolving all questions.
- All communication is done through a computer, as this is a work-from-home position.
- Assist in balances, transfers, online banking assistance, application assistance, debt cards, product information…etc.
- Can complete stop payments, CD assistance, fraud inquiries, and loan inquiries.
Head Teller & Operations/ Call Center Specialist
First People’s Bank
Pine Mountain, GA
07.2021 - 10.2024
- Head teller from July 2021 till October 2023
- Executed wire transfers, stop payments and account transfers.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Conducted regular proof work and followed up on chargebacks anddeposit corrections.
- Calculated fees due, interest and change for customer transactions.
- Handled cash sold to the vault, and bought and sold money to the vault.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Operations/ Call Center Representative October 2023- October 2024
- Answer high volume calls.
- Process loan payments from mail and through emails.
- Process asset verifications.
- Assist customers over the phone with accounts, online banking, Zelle, bill pay, debit cards, wires and stop payments.
- Reviewed and evaluated customer accounts to ensure accuracy of documentation.
- Conducted research on discrepancies in customer account data.
- Prepared reports related to the performance of banking operations activities.
- Process incoming and outgoing wires. Scanning documents into banking applications
Associate Personal Banker
Wells Fargo
Pine Mountain, GA
10.2024 - Current
- Led client consultations to assess financial needs and recommend suitable banking products.
- Streamlined account opening processes, enhancing efficiency and reducing wait times for clients.
- Developed tailored financial solutions to improve client satisfaction and retention rates.
- Analyzed customer feedback to identify areas for service improvement and implemented actionable strategies.
- Conducted regular training sessions on compliance regulations and risk management for team members.
- Collaborated with cross-functional teams to launch new banking services aligned with market demands.
- Evaluated client portfolios to ensure alignment with financial goals, fostering long-term relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Cross-sold bank products and services to meet customer needs and provide options.
Education
High School Diploma -
Harris County High School
Hamilton, GA05.2019
Associate of Applied Science - Technical Studies
Georgia Military College
Columbus, GA06.2021
Bachelor of Science - Business Management
Georgia Military College
Columbus, GASkills
- Relationship building
- Positive attitude
- Banking policies and procedures
- Financial services
- Relationship management
- Computer savvy
- High-quality customer service
Timeline
Associate Personal Banker
Wells Fargo
10.2024 - Current
Head Teller & Operations/ Call Center Specialist
First People’s Bank
07.2021 - 10.2024
Product Specialist Representative II (remote)
Jack Henry & Associates
05.2021 - 07.2021
Teller Specialist
Kinetic Credit Union
02.2021 - 04.2021
On-call Teller
BB&T Now Truist
08.2019 - 11.2020
Receptionist/Teller
First People’s Bank
07.2018 - 06.2019
High School Diploma -
Harris County High School
Associate of Applied Science - Technical Studies
Georgia Military College
Bachelor of Science - Business Management
Georgia Military College