Courtney McKenzie
Palmetto,GA
Summary
Customer Service professional Motivated and results-oriented professional with over 11 years’ experience in the finance/banking industry with proven track record for achieving results. Passion for providing outstanding customer service. Strong sales background.
Overview
12
12
years of professional experience
Work History
Personal Banker
WELLS FARGO
Decatur, GA
07.2023 - Current
- Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
- Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
- Receive direction from managers and exercise judgment within defined policies and procedures
- Develop understanding of bank products and services to connect to customers’ needs
- Interact with customers to demonstrate care and build relationships
- Provide appropriate options for bank products and services to customers
- Refer customers’ financial needs to other bankers and partners as needed
- This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction
- Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed.
Teller
WELLS FARGO
Decatur, GA
01.2018 - 07.2023
- Assist customers daily with their accounts while providing exceptional customer service
- Follow bank policies, procedures, and guidelines to process transactions accurately and efficiently
- Prepare and ship outgoing mail and vault shipment
- ATM Coordinator
- Demonstrate outstanding customer service, resolve customer concerns, and help build customer loyalty.
Transportation Operations Manager: Remote
MELSON'S TRANSPORT
Union City, GA
04.2020 - 05.2022
- Provide detailed instruction to various personnel via email and phone
- Work with team in scheduling deliveries to receivers and providing excellent customer service
- Ensuring customer's KPI's are hit on a daily and weekly basis
- Ensuring all business needs are covered including when there are vacations, illness, etc
Assistant Branch Manager
BEST BANK
Union City, GA
01.2015 - 01.2017
- Contributed to bank sales production through individual performance of selling and cross selling banking products and services
- Conducted monthly audits
- Interviewed candidates for new job openings
- Collaborated with branch manager to achieve profitability goals
- Assisted in producing successful off-site marketing, approving time off and in scheduling staff.
Personal Banker
BEST BANK
Union City, GA
01.2012 - 01.2015
- Provide outstanding customer service to bank customers
- Perform bank transactions accurately and professionally
- Conduct monthly audits
- Ensure compliance with appropriate bank, regulatory and legal requirements
- Open new accounts by reaching out to prospective sales leads
- Consistently met/exceeded all sales goals
- Performed cash handling balancing and ship cash in and out
- Supervised ten employees when in Branch Manager/Assistant Manager absence.
Education
Business Management B.S. Degree -
Southern New Hampshire University
Skills
- Exceptional Customer Service Skills
- Cash Handling
- Marketing Financial Services
- Sales and upselling
- Communication Skills (Written and Verbal)
- Supervision
- Regulatory Compliance
- Team Oriented
- Adept in Multitasking
- Excellent Time Management Skills
- Knowledge of Company Products and Services
- Conflict Resolution
- Positive and Empathetic Attitude
- Word
Timeline
Personal Banker
WELLS FARGO
07.2023 - Current
Transportation Operations Manager: Remote
MELSON'S TRANSPORT
04.2020 - 05.2022
Teller
WELLS FARGO
01.2018 - 07.2023
Assistant Branch Manager
BEST BANK
01.2015 - 01.2017
Personal Banker
BEST BANK
01.2012 - 01.2015
Business Management B.S. Degree -
Southern New Hampshire University
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