Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
Generic

Donna Scott

Axton ,VA

Summary

Banking professional with background in customer service and experience with member relationships and providing financial solutions. Working my way up from being a teller to A Relationship Specialist, and filling in for the Teller Services Manager when she was away I have the ability to collaborate effectively within a team and adapt to changing needs. Known for reliability, flexibility to jump in and help when needed.

Overview

18
18
years of professional experience

Work History

Financial Relationship Specialist

ValleyStar Credit Union
06.2019 - 01.2025
  • My Rolls as a Relationship Specialist:
  • Actively participated in professional development opportunities to stay current with industry trends, best practices, and emerging technologies within finance sector.
  • Enhanced member relationships by providing personalized financial solutions and recommendations.
  • Evaluated creditworthiness of potential borrowers, minimizing default risks while promoting responsible lending practices.
  • Developed strong rapport with the members through consistent communication via phone calls, emails, and in-person meetings.
  • Coordinated closely with other departments such as, operations, card services, Fraud, Mortgage servicing or underwriting to facilitate seamless transaction processing for for members.
  • Maintained up-to-date knowledge of industry regulations, ensuring compliance in all transactions and interactions.
  • Provided exceptional customer service, fostering trust and loyalty among existing members.
  • Developed personal rapport with each member to maintain customer loyalty and establish long-term accounts.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Helped our members make informed decisions about financial future.
  • Educated members on financial topics and best practices.
  • Educated members on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.

Handled a variety of account-related tasks, such as closing out certificates, assisting with deceased accounts, and opening new accounts, or making changes to the members accounts when needed, including IRA certificates. opening other certificates on deposit. Additionally, I facilitated IRA transfers, and adhered to check policies to maintain accuracy and efficiency in daily operations."

  • I was responsible for processing a variety of auto loans and personal loan types, ensuring accurate and proper documentation in a timely matter for approvals and underwriting needs.
  • My role also involved assessing the members needs to ensure I was offering the member the most accurate product and services.
  • In addition to the auto and personal loans, I also assisted with processing credit card application.
  • When appropriate I referred members and new potential members to the mortgage team for their home buying needs.

Teller Rolls Performed :

  • Answered the members inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Improved member satisfaction by efficiently processing transactions and addressing account inquiries.
  • Reconciled cash drawer and resolved discrepancies.
  • Educated customers on use of banking website and mobile apps.
  • Provided customer records, account statements and copies of checks.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Turned in excess cash to maintain drawer security and drawer count policy.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Assisted customers with compromised debit cards and issued them new cards.
  • Placed orders for customer checks and verified starting numbers.
  • Participated in ongoing professional development programs offered by the bank, staying up-to-date with industry trends and enhancing job performance.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Maintained friendly and professional customer interactions.
  • Executed wire transfers, stop payments and account transfers.
  • Trained new hires on customer service policies and procedures.
  • Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
  • Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
  • Counted, verified and handled fed cash shipment when received.
  • handling the cash to fill the cash recycler with dual control, and also helping the teller services manager to balance and fill the ATM every week.

Guest Service Associate

Target
04.2017 - 05.2019
  • My Job as a GSA is to supervise the front end my cashiers, the lines, making sure everyone is happy making sure the cashiers have what they need
  • It is my job to close the registers down at night which includes counting money, replacing registers with new money for the next day
  • Throughout the day I am handling money with the customers, or giving my cashiers change
  • I also work guest services (customer service) Ensuring that I handle any complaints the customer may have, I sometime cashier when needed I will jump in wherever when I'm needed

Front end lead supervisor

Kmart
09.2015 - 01.2017
  • I work as a Front End Lead at kmart, I started out as a cashier and still cashiered when short staffed, soon was asked if I wanted to be in customer service at the service desk, as a part time supervisor
  • As of July 2016 I took on the position as a front end lead Supervisor where I look after the front of the store and my service desk and cashiers
  • I handle returns, exchanges, and enforce the return policy, money orders, bill payments, western union, and check cashing
  • I help customers with their online orders and pick them when a customer arrives, And deal with any problems that may arise
  • I have to make sure our money balances out through out the day, I place the money in the registers, and through out the day to ensure my service desk has the money they need to operate efficiently during the day
  • It's my job to see that my customers leave satisfied and happy, that's not always the case, but I don't let it get to me
  • I'm pretty versatile I learn fairly quick and I know whats it's like to work in a fast pace environment and I'm very hands on
  • I have worked in customer service for 10 years total and I love it it can be stressful and demanding but as long as you stay positive you can get through it

Hairstylist / business owner

Oasis Tanning and Salon
04.2010 - 11.2010
  • I was a booth renter where I did hair and also helped manage the tanning salon as well.

hair stylist

Regis corp.
08.2006 - 03.2010
  • I have a background as a hairstylist for several years.

Education

GED - Cosmotology liscense in Cosmotology

Danville Community Collage
Danville, VA
01.2006

Skills

  • Retail experience
  • Patience and empathy
  • Cash counting
  • Transaction processing
  • Loans
  • Cash handling expertise
  • Problem-solving
  • Balance transfers
  • Account updating
  • Strong work ethic
  • Cash handling and management
  • Banking software
  • Compliance, banking laws, and regulations
  • Multitasking and organization
  • Safe and vault operation
  • Money handling

Personal Information

Work Permit: Authorized to work in the US for any employer

Timeline

Financial Relationship Specialist

ValleyStar Credit Union
06.2019 - 01.2025

Guest Service Associate

Target
04.2017 - 05.2019

Front end lead supervisor

Kmart
09.2015 - 01.2017

Hairstylist / business owner

Oasis Tanning and Salon
04.2010 - 11.2010

hair stylist

Regis corp.
08.2006 - 03.2010

GED - Cosmotology liscense in Cosmotology

Danville Community Collage
Donna Scott