Summary
Overview
Work History
Education
Skills
Timeline
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Courtney Whittington

Homerville,GA

Summary

Driven banking professional with expertise in building relationships and retaining small business customers. Successful analyzing accounts and current packages in order to propose updates and correct problems. Good communication, multitasking and planning abilities.

Overview

12
12
years of professional experience

Work History

Universal Banker II

The Heritage Bank
05.2015 - Current
  • Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
  • Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines.
  • Identified customer financial needs through in-person efforts, cold calls, referrals and marketing while providing strong product knowledge and quality service.
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
  • Displayed knowledge and proficiency in explaining, selling and administering products and referred customers to appropriate resources for enhanced services.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
  • Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
  • Documented transactions and moved, deposited or withdrew money accurately to prevent errors.
  • Developed customized solutions of deposit, lending and other products for small business customers.
  • Opened, closed and updated accounts for customers.
  • Balanced teller drawers and ATM cash.
  • Represented bank at community events to establish strong ties and promote business.

Receptionist

Animal Health Center
02.2014 - 05.2015
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Confirmed appointments, communicated with clients and updated client records.
  • Answered central telephone system and directed calls accordingly.
  • Resolved customer problems and complaints.
  • Responded to inquiries from callers seeking information.
  • Provided clerical support to company employees by copying, faxing and filing documents.
  • Corresponded with clients through email, telephone or postal mail.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Sorted, received and distributed mail correspondence between departments and personnel.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Scheduled and confirmed appointments and meetings for senior management team.
  • Checked-in visitors, distributed visitor badges and managed logbooks to comply with security initiatives.

Guest Service Representative

Holiday Inn/Comfort Suites
04.2011 - 04.2014
  • Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
  • Oversaw fast-paced front desk operations and guests' needs at busy facility.
  • Took reservations over phone and through email, recording guest information in computer system and verifying details.
  • Collaborated with team members to handle guest requirements from check-in through check-out.
  • Collected room deposits, fees and payments.
  • Delivered above-and-beyond service to guests by making outside venue reservations and setting up tours.
  • Communicated problems regarding guest rooms to housekeeping services and maintenance personnel.
  • Ran reports detailing daily guest numbers, accounting expenses and income and room service usage.
  • Assisted guests by furnishing information and directions to casino, gift shop and dining areas.
  • Educated guests on hotel security features and instructed on important information regarding safety processes and procedures.
  • Remedied issues quickly and effectively through active listening, conflict resolution and dynamic communication skills.
  • Worked closely with guests, some VIP or celebrity, with high degree of respect for privacy.
  • Maintained front desk's concierge book to provide visitors with access to relevant local information.
  • Facilitated visitor requests for dining and tourist attractions by researching various venues and locales.
  • Explained security policies and procedures to guests and hotel staff to promote visitor confidence and safety.
  • Scheduled deliveries of flowers, gifts, and other products and made reservations for spa services and dining.
  • Provided each guest with list of resort's upcoming activities and events upon check-in to enhance stays.
  • Arranged for transportation to and from airport, train station and events for visitors.
  • Supported local sports teams, museums, restaurants and other tourist-oriented spots by promoting events to hotel guests.

Education

Bachelor Of Applied Science - Business Administration And Management

Western Governors University
Salt Lake City, UT

Associates - Business Administration And Management

Southern Regional Techincal College
Thomasville, GA
05.2020

Skills

  • Customer Transactions
  • USA Patriot Act
  • Training Classes
  • Change Orders
  • Community Relations
  • Employee Motivation
  • Customer Outreach
  • Staff Management
  • Money Transfers
  • Opening Accounts
  • Community Reinvestment Act
  • Inbound Customer Calls
  • Delinquency Notifications
  • Safe Deposit Box Oversight
  • Cash Handling
  • Consumer Banking
  • Daily Ledgers
  • Creative Thinking
  • Opening and Closing Procedures
  • Mobile Applications
  • Documentation Skills
  • Comparing Products
  • Consultative Sales
  • Staff Training

Timeline

Universal Banker II

The Heritage Bank
05.2015 - Current

Receptionist

Animal Health Center
02.2014 - 05.2015

Guest Service Representative

Holiday Inn/Comfort Suites
04.2011 - 04.2014

Bachelor Of Applied Science - Business Administration And Management

Western Governors University

Associates - Business Administration And Management

Southern Regional Techincal College
Courtney Whittington