Daisy Coulson
Dubuque,Iowa
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Senior Retail Banker
Premier Bank
Dubuque, IA
12.2021 - Current
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
- Identified cross-selling opportunities to meet customer needs and referred products that fits their needs.
- Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
- Processed new accounts including checking, savings, certificates of deposit, and IRAs.
- Provided excellent customer service by promptly responding to telephone inquiries concerning account information or bank services.
- Analyzed financial data from credit reports to determine an applicant's eligibility for loans.
- Trained new employees on proper procedures when dealing with customers' accounts and transactions.
President
Tri-State Filipino America Association
Dubuque, IA
07.2019 - 07.2022
- Prepared detailed budgets and financial reports for the association
- Organized events such as Annual Holiday get together, summer picnic, and social gatherings to engage members of the association.
- Maintained accurate records of all financial transactions related to the association's finances.
- Led quarterly meetings to discuss updates, changes, and potential issues within the organization.
Retail Banker
Premier Bank
Dubuque, IA
03.2019 - 12.2021
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
- Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
- Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
Personal Banker
Dubuque Bank and Trust
Dubuque, Iowa
03.2016 - 03.2019
- Conducted account openings and closings for clients.
- Researched customer inquiries and reported findings in a timely manner.
- Followed operational standards, promoting security, risk management and compliance.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
Part Time Sales Associate
Younkers
Dubuque, IA
07.2015 - 03.2016
- Greeted customers and provided exceptional customer service.
- Provided accurate information about products, prices and services.
- Processed transactions using a point-of-sale system.
- Maintained up-to-date knowledge of store merchandise and policies.
- Conducted inventories on a regular basis to track stock levels.
Office Assistant
AmeriCold Logistics
East Dubuque, IL
09.2014 - 06.2015
- Provided administrative support to staff members, including copying and scanning documents, filing paperwork, and ordering supplies.
- Performed data entry tasks into various computer systems accurately and efficiently.
- Delivered messages and ran errands.
Shipping, Receiving and Inventory Associate
AmeriColdEnergy Inc
Anthony, NM
02.2014 - 09.2014
- Maintained records of all incoming and outgoing shipments.
- Created reports detailing daily shipping activities such as number of packages shipped, weight of each package.
- Performed regular audits of warehouse storage areas to ensure that items are stored correctly before being shipped out.
- Reviewed shipping documents for accuracy and completeness.
Education
Bachelor of Science - Applied Computing Degree
University of Wisconsin - Platteville
Platteville, WI01.2019
Bachelor of Science - Education Major in Mathematics
Cebu Technological University
Philippines04.2013
Skills
- Customer Financing
- Consumer Banking
- Cash Handling
- Decision-Making
- MS Office Proficient
- Exceptional Customer Service
- Analytical & Critical Thinking
- Staff Training
Languages
Filipino
Professional
References
References available upon request.
Timeline
Senior Retail Banker
Premier Bank
12.2021 - Current
President
Tri-State Filipino America Association
07.2019 - 07.2022
Retail Banker
Premier Bank
03.2019 - 12.2021
Personal Banker
Dubuque Bank and Trust
03.2016 - 03.2019
Part Time Sales Associate
Younkers
07.2015 - 03.2016
Office Assistant
AmeriCold Logistics
09.2014 - 06.2015
Shipping, Receiving and Inventory Associate
AmeriColdEnergy Inc
02.2014 - 09.2014
Bachelor of Science - Applied Computing Degree
University of Wisconsin - Platteville
Bachelor of Science - Education Major in Mathematics
Cebu Technological University