DAKOTA LICHTENWALNER
Palmerton,PA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
Work History
Licensed Sales Producer
Havighurst Insurance Agency
02.2021 - Current
- Built long-term relationships with clients through consistent communication, trust-building, and professionalism.
- Streamlined administrative tasks such as processing applications, updating records, collecting premiums to ensure smooth operations during peak periods
- Managed a diverse portfolio of accounts, ensuring timely renewal reminders and accurate policy updates.
- Enhanced client retention rates with timely follow-ups and personalized attention to individual concerns.
- Increased customer satisfaction by providing exceptional service and tailored insurance solutions.
BRANCH BANKER TEAM LEADER I
BB&T
01.2019 - 02.2021
- Supervise the branch staff and keep the branch operating efficiently
- Hiring/terminating employees, give mid-year and annual reviews
- Monitor the budget for day to day operating expenses and supply ordering
- Processing Bank notary services
- Process Signature Medallion Guarantee Requests for clients
- Managing bulk cash ordering and shipments as well as balancing the branch/vault daily
- Go out to meet local businesses both existing clients and prospects in order to retain, grow or expand new business relationships
- Open accounts both personal and business clients which include: checking, savings, CD's, IRA's, credit cards, as well as originate loans on the consumer side
- Personal, auto, lines of credit, and Heloc/heloan
- Make phone calls to clients to retain/grow their relationship
- Manage request for fee waivers from clients such as service charges/Overdraft fees.
BRANCH BANKER III
BB&T
01.2017 - 01.2019
- Open accounts both personal and business clients which include: checking, savings, CD's, IRA's, credit cards, as well as originate loans on the consumer side
- Personal, auto, lines of credit, and Heloc/heloan
- Make phone calls to clients to retain/grow their relationship.
TELLER
SUSQUEHANNA BANK
08.2013 - 01.2017
- Wait on clients in the lobby and answer phone call
- Process deposits, withdrawals, loan payments
- Answer basic account questions, make referrals to associates on the desk for loans, new accounts, financial reviews
Education
No Degree - Accounting
Lehigh Carbon Community College
Schnecksville, PAHigh School Diploma -
Northern Lehigh High School
Slatington, PA06.2011
Skills
- Advanced in Microsoft programs including, Excel, Outlook, Word, PowerPoint, and some Access
- Strong computer skills
- Microsoft Office training
- Cash Handling Inventory
- Notary current until 2025 with plans on renewing
- Client oriented and strong multitasker
- Retail sales
State
PA
Zip
18071
City
Palmerton
Timeline
Licensed Sales Producer
Havighurst Insurance Agency
02.2021 - Current
BRANCH BANKER TEAM LEADER I
BB&T
01.2019 - 02.2021
BRANCH BANKER III
BB&T
01.2017 - 01.2019
TELLER
SUSQUEHANNA BANK
08.2013 - 01.2017
No Degree - Accounting
Lehigh Carbon Community College
High School Diploma -
Northern Lehigh High School