Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
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Donna Pehl

Personal Banker
Fredericksburg, TX,IA

Summary

Meticulous Personal Banker offering 26 years of demonstrated expertise in personal banking and Customer service. Aiming to leverage excellent customer rapport and exceptional financial prowess to maximize revenue.

Ethical Personal Banker with 26 years of experience in banking and customer service arena. Competent and responsive professional positively liaises between customers and bank. Recognized for consistently cross-selling bank products.

Enthusiastic Personal Banker eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of the bank's emphasis on customer service and training in building customer relationships.. Motivated to learn, grow and excel in his area of banking.

Experienced Personal Banker with over 26 years of experience in banking. Excellent reputation for resolving problems and improving customer satisfaction.

To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

31
31
years of professional experience
6
6
years of post-secondary education

Work History

Personal Banker (Customer Service Representative)

Arrowhead Bank
Fredericksburg, TX
07.2018 - Current
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
  • Answered customer questions and explained available services such as deposit accounts, bonds and securities.
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Personally greeted each customer who walked into the bank. If customer had to wait to see a specific person, offered them something to drink.
  • Answered the phone (first on phone) and distributed messages or connected parties.
  • Prepared for customers Stop Payments, Cashiers Checks, Temporary checks, Research Requests, Change of address, Account transfers and loan payments.

Cashier

Walmart
Fredericksburg, TX
05.2015 - 07.2018
  • Answered questions about store policies and addressed customer concerns.
  • Monitored self-checkout systems and provided assistance or intervention where required.
  • Helped customers complete purchases, locate items and join reward programs.
  • Solicited customers to purchase loyalty and item protection plans.
  • Operated cash register to record transactions accurately and efficiently.
  • Restocked and organized merchandise in front lanes.

Medical Transcriptionist

Sid Peterson Memorial Hospital
Kerrville, TX
01.1999 - 02.2000
  • Recorded information using word processing, dictation and transcription software and equipment.
  • Accurately documented medical dictation to record patient care records.
  • Maintained security and privacy of records to protect patients and providers.
  • Followed all HIPAA rules and regulations regarding patient confidentiality.
  • Transcribed sensitive documents with complete confidentiality.
  • Attended training associated with role to improve skills and boost speed.

Bookkeeping Supervisor; Lobby Teller

Chase Bank
Fredericksburg, TX
06.1976 - 09.1999
  • Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
  • Prepared budgeting reports.
  • Kept bookkeeping operations in full compliance with legal statutes.
  • Maintained and processed invoices, deposits and money logs.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Supported operations by communicating with customers, filing documents and managing data.

Education

High School Diploma -

William B Travis High School
Austin, Texas
09.1958 - 05.1962

Associate of Arts - Education

The University of Texas
Austin. TX
06.1962 - 09.1964

Skills

Financial product knowledge

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Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote

Your most unhappy customers are your greatest source of learning.
Bill Gates

Timeline

Personal Banker (Customer Service Representative)

Arrowhead Bank
07.2018 - Current

Cashier

Walmart
05.2015 - 07.2018

Medical Transcriptionist

Sid Peterson Memorial Hospital
01.1999 - 02.2000

Bookkeeping Supervisor; Lobby Teller

Chase Bank
06.1976 - 09.1999

Associate of Arts - Education

The University of Texas
06.1962 - 09.1964

High School Diploma -

William B Travis High School
09.1958 - 05.1962
Donna PehlPersonal Banker