Hi, I’m
COURTNEY SMITH
Oklahoma
Summary
New Accounts Representative with 4 years of experience in the Banking Industry. Outstanding leadership and organizational abilities with superb verbal and written communication skills. I am passionate about delivering exceptional customer service.
Overview
20
years of professional experience
Work History
Stock Exchange Bank
New Account Representative
11.2024 - Current
Job overview
- Set up new customer accounts and updated existing profiles with latest information.
- Adhered to standards of quality and service as well as all compliance requirements.
- Built strong relationships with clients, vendors and stakeholders for loyal, profitable accounts.
- Analyzed financial data and generated accurate, insightful reports for management.
- Verified customer identity and reviewed documentation for accuracy.
- Processed customer payments and account setup charges.
- Collected customer information and completed new account forms.
- Activated new accounts and issued customer identification numbers.
- Answer incoming calls in a professional and friendly manner. And help with any questions or assist customers with online banking issues.
Courtney Smith Photography
Photographer / Owner
01.2009 - Current
Job overview
- Maintained a high standard of customer service through quality work, timely communication, and customer satisfaction working with personal clients and other photography business owners.
Mabrey Bank
Personal Banker and Teller (Float)
07.2014 - 08.2017
Job overview
- Negotiated contracts and agreements with business partners, vendors, and customers
- Edited and retouched images to meet client expectations
- Gained experience shooting in various lighting conditions and environments
- Collaborated with clients to create custom photographic concepts that met their individual needs
- Delivered edited digital files to clients for print and online use
- Provided exceptional customer service throughout the entire lifecycle of each project.
Bass Pro Shops
Customer Service Associate
Job overview
- Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients
- Handled incoming calls from customers regarding their accounts or inquiries about bank policies in a courteous and professional manner
- Verified the accuracy of customer account information prior to processing transactions
- Adhered to security and regulatory requirements surrounding financial transactions
- Supported exceptional customer service with prompt acknowledgment and accurate account services
- Updated account information for customers when requested, including address changes or name modifications
- Verified customer identification documents for new accounts
- Guided customers in selecting appropriate financial products for individual needs
- Utilized banking software programs to process electronic fund transfers between accounts or initiate wire transfers
- Assisted with training of new team members
- Identified fraudulent activity on accounts and took appropriate actions as needed
- Assisted customers in opening new accounts and completing account maintenance activities
- Researched and resolved customer inquiries regarding their accounts in a timely manner
- Developed a thorough understanding of banking products, services, procedures, regulations, and technology
- Maintained high levels of confidentiality while handling sensitive information
- Provided excellent customer service to clients, demonstrating strong interpersonal and communication skills.
Livesay Orchards
Cashier Team Lead and Tour guide
06.2005 - 11.2013
Job overview
- Performed end-of-shift duties such as balancing drawers, reconciling receipts, bagging items
- Balanced cash drawer and performed daily audit procedures
- Refunded customers and returned items for product issues.
- Helped customers complete purchases, locate items, with a smile, building relationships with customers and their families who visit yearly.
- Answer incoming calls about current produce and prices.
- Assist customers with loading their produce in their personal vehicle.
- Maintain a positive and friendly demeanor at all times even in the elements.
- Assist in training new employees
- Guide school groups safely around the farm and insure a fun and positive experience.
Education
Oklahoma State University Institute of TechnologyOkmulgee, OK
Associate in Applied Science (A.A.S.) in Digital Photography from Photography
12.2008
Skills
- Excellent Communication Skills
- Exceptional Customer Service
- Data Integrity
- Fraud Identification
- Active Listening
- Problem-solving
- Client communication
- Superb attention to detail
References
References available upon request
Timeline
New Account Representative
Stock Exchange Bank
11.2024 - Current
Personal Banker and Teller (Float)
Mabrey Bank
07.2014 - 08.2017
Photographer / Owner
Courtney Smith Photography
01.2009 - Current
Cashier Team Lead and Tour guide
Livesay Orchards
06.2005 - 11.2013
Customer Service Associate
Bass Pro Shops
Oklahoma State University Institute of Technology
Associate in Applied Science (A.A.S.) in Digital Photography from Photography
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