Results-driven financial professional with a proven track record in cash handling, financial recordkeeping, and customer relationship management. Demonstrated ability to educate clients on banking products and streamline transaction processes for optimal customer experiences.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Universal Banker
First Community Bank
Traverse City
10.2025 - Current
Assisted clients with account openings and inquiries at First Community Bank.
Processed transactions efficiently and accurately for customer satisfaction.
Educated customers on banking products and services available.
Universal Banker
Choice One Bank
Saginaw
07.2024 - 10.2025
Guided clients through account openings and inquiries, enhancing customer experience at First Community Bank.
Executed transactions with attention to detail, contributing to high levels of customer satisfaction.
Described banking products and services like checking accounts, savings accounts, loans, and credit cards, informing potential customers of their options.
Communications Specialist and Accounting Clerk
Health Advantage Credit Union
Saginaw
03.2018 - 04.2024
Provided training on effective communication practices for staff members.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Processed invoices and maintained accurate financial records.
Reconciled bank statements with company accounts regularly.
Assisted in preparing monthly financial reports for management review.
Bank Teller
PNC Bank
Saginaw
02.2012 - 04.2018
Processed customer transactions with accuracy to enhance customer satisfaction at PNC Bank.
Assisted customers with account inquiries and service requests to ensure timely resolution.
Educated customers on bank products and services to enhance financial literacy.
Collaborated with team members to streamline service delivery and enhance workflow efficiency.