Dawn Fox
Cornersville,TN
Summary
New Accounts Representative with expertise in banking and financial services. Proven track record in account setup, customer service, and data entry, while maintaining strong client relationships. Recognized for effective communication, problem-solving skills, and meeting tight deadlines. Contributed to operational efficiency and enhanced client satisfaction in previous positions.
Overview
20
20
years of professional experience
Work History
New Accounts Representative/IRA Specialist
Bank of Frankewing
Frankewing, Tennessee
08.2011 - Current
- Opened new customer accounts in compliance with bank protocols.
- Resolved customer issues through knowledgeable and friendly service to promote satisfaction.
- Answered incoming customer calls, addressing inquiries related to accounts.
- Processed deposits, withdrawals, transfers, loan payments, and other transactions efficiently.
- Verified customer identification documents to ensure compliance with Bank Secrecy Act regulations.
- Managed Individual Retirement Accounts (IRA) setups and transactions for diverse clientele.
- Conducted research on Individual Retirement Accounts (IRAs) to support informed investment decisions.
- Trained staff on new accounts and IRA policies and procedures for enhanced operational efficiency.
Waitress
Sarges Shack
Frankewing, Tennessee
10.2005 - 11.2012
- Delivered exceptional customer service to elevate dining experiences.
- Efficiently took food and drink orders to maximize table turnover.
- Assisted in training new staff on restaurant operations and standards.
- Maintained cleanliness and organization of dining area for optimal customer comfort.
- Accurately processed payments and handled cash transactions with integrity.
- Managed inventory, ensuring timely communication of supply needs to management.
- Cultivated positive relationships with regular customers through engaging conversations.
Front Desk Receptionist
Wynn Gynecology and Obstetrics
Pulaski, TN
05.2010 - 08.2011
- Greeted patients and visitors, ensuring a professional and welcoming environment.
- Managed appointment scheduling through electronic health record systems for optimal efficiency.
- Addressed patient inquiries promptly via phone, maintaining courteous communication.
- Maintained confidentiality while securely handling sensitive information in compliance with regulations.
- Coordinated with insurance providers to verify coverage and benefits for patients.
- Executed accurate data entry into computer systems to maintain customer records.
- Processed payments and provided receipts, ensuring precise billing accuracy.
- Delivered administrative support by organizing documents and managing photocopying tasks.
Education
Administrative Assistant - Business Administration
TCAT
Pulaski, TN05-2010
High School Diploma -
Richland High School
Lynnville05-2008
Skills
- Data entry and account management
- Customer service
- IRA transaction processing
- Multi-tasking abilities
- Problem solving skills
Timeline
New Accounts Representative/IRA Specialist
Bank of Frankewing
08.2011 - Current
Front Desk Receptionist
Wynn Gynecology and Obstetrics
05.2010 - 08.2011
Waitress
Sarges Shack
10.2005 - 11.2012
Administrative Assistant - Business Administration
TCAT
High School Diploma -
Richland High School