Dakota Koppenol
Houston,TX
Summary
My goal is to provide every individual with the confidence to navigate their financial journey through informative education, relationship building, and inclusivity.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Bank of America
Houston, Texas
07.2023 - Current
- Assisted customers with transactions, inquiries, and problem resolution efficiently.
- Educated clients on digital banking tools and available resources for convenience.
- Collaborated with team members to identify cross-selling opportunities within client accounts.
- Managed customer feedback to enhance service delivery and client satisfaction levels.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
Member Specialist
Texas Dow Employees Credit Union
Houston, Texas
06.2022 - 06.2023
- Established and maintained a variety of account types, encompassing savings, checking, certificates, and specialty accounts.
- Surpassed personal and regional sales targets through effective cross-selling of products and strategic partner referrals.
- Educated members on services and products available at the credit union.
- Assisted members with account inquiries and transactions efficiently.
- Facilitated branch audits, ensured accurate vault balancing, and organized currency shipments to Federal Reserve.
- Supported compliance efforts by adhering to credit union policies and regulations
Wash Crew Member, Driver, and Tunnel Operator
Mister Car Wash
06.2021 - 03.2022
- Educated clients of products and services that were best tailored to their needs.
- Optimized vehicle processing, securing high-quality cleaning of vehicles with fewer accidents and rewashes.
- Supervised equipment to confirm appropriate maintenance executed and documented.
- Relayed accidents, emergencies, or repairs to management promptly.
- Fostered proactive relationships with business and customers contributing to several position advancements.
Customer Service Representative
Circle K
11.2020 - 06.2021
- Cultivated strong customer loyalty by creating inviting atmosphere and delivering high-quality service.
- Administered correct cash and card handling protocols at point of sale.
- Oversaw store deliveries, ensuring accurate accounting of all inventory and efficient stocking.
- Acquired essential certifications and excelled in all mystery shop evaluations.
- Educated customers about promotions and loyalty programs effectively.
Education
Banking Certification -
UnidosUS
04.2022
University of Houston
05.2020
High School Diploma -
Middle College High School
06.2018
Skills
- Interpersonal Relationship Development
- Risk Management & Fraud Prevention
- Leadership and Training
- Proficient with Technology (Outlook, Excel, Word, Etc)
- 51 WPM Count
- 999% Balancing Accuracy
Timeline
Relationship Banker
Bank of America
07.2023 - Current
Member Specialist
Texas Dow Employees Credit Union
06.2022 - 06.2023
Wash Crew Member, Driver, and Tunnel Operator
Mister Car Wash
06.2021 - 03.2022
Customer Service Representative
Circle K
11.2020 - 06.2021
Banking Certification -
UnidosUS
University of Houston
High School Diploma -
Middle College High School
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