Detail-oriented professional with proven skills in customer service and financial transactions. Committed to enhancing client satisfaction through effective problem-solving and communication.
Overview
14
14
years of professional experience
Work History
Financial Service Specialist I
First Community Credit Union
Saint John, ND
06.2022 - Current
Processed customer transactions accurately and efficiently at a busy financial institution.
Assisted customers with account inquiries and provided tailored product recommendations.
Balanced cash drawers daily to ensure accurate financial reporting and accountability.
Educated clients on bank services and tools to enhance their banking experience.
Collaborated with team members to streamline branch operations and improve service delivery.
Handled customer complaints professionally, ensuring timely resolution and satisfaction.
Maintained up-to-date knowledge of banking regulations and compliance standards.
Handled large sums of money with accuracy while maintaining appropriate levels of security.
Performed cash handling duties including counting currency, coins and checks.
Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
Maintained confidentiality of bank records, transactions and customer information.
Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
Balanced teller drawers regularly throughout the day according to established procedures.
Explained bank services, financial products and applicable fees to customers.
Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
Entered transactions into computer and issued customer receipts.
Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
Provided assistance to other tellers during peak business hours as needed.
Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
Responded and assisted customers with account inquiries and updates.
Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Reconciled cash and checks against computer records at end of shift.
Ordered checks, placed stop payment orders and conducted additional special services for customers.
Researched customer inquires regarding their accounts using internal banking systems.
Identified and reported suspicious behavior to security personnel as appropriate.
Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
Demonstrated expertise in identifying and mitigating potential fraud and transaction risks.
Prepared reports on transaction activity for management review.
Maintained accurate records of all financial transactions.
Built and maintained client relationships through quality, personalized interactions.
Maintained confidentiality of bank records and client information.
Delivered exceptional service to customers in person or over telephone.
Investigations Operator
BlueChip Financial
Belcourt, North Dakota
06.2019 - 11.2021
Managed customer accounts to ensure timely payment of outstanding debts.
Communicated with clients to resolve payment issues and disputes efficiently.
Utilized collection software to track account status and payment history.
Developed payment plans tailored to individual customer needs and circumstances.
Collaborated with team members to share strategies for improving collection efforts.
Recorded all interactions in compliance with company policies and regulations.
Negotiated payment plans with customers to ensure timely repayment of debt.
Followed fair debt practices and regulatory guidelines when managing collections process.
Created repayment plans based on account holders' financial status and repayment abilities.
Identified past due accounts and contacted account holders to arrange payment.
Provided exceptional customer support via phone, email, and chat channels.
Collaborated with team members to improve service quality and response times.
Documented customer interactions accurately for future reference and analysis.
Handled escalated issues with professionalism and empathy to ensure satisfaction.
TSR AGENT
DYNABAND
BELCOURT, ND
02.2019 - 06.2019
Handled inbound customer inquiries with professionalism and clarity.
Resolved customer complaints efficiently to enhance satisfaction levels.
Collaborated with team members to improve call handling procedures.
Provided product information to assist customers in decision-making.
Maintained accurate records of customer interactions and transactions.
Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
Maintained high levels of professionalism while interacting with customers via phone or email.
Answered, screened and processed high volume of calls daily with call management system and web-based communications.
FAST FOOD REPRESENTATIVE
TACO JOHNS
WILLISTON, ND
10.2018 - 01.2019
Prepared food items according to standardized recipes and safety guidelines.
Operated cash register and processed customer transactions accurately.
Maintained cleanliness of workstations and dining areas throughout shifts.
Assisted customers with menu selections and provided excellent service.
Stocked supplies and organized inventory to streamline operations.
Trained new employees on food preparation and customer service protocols.
Monitored food safety practices to maintain compliance with health regulations.
Maintained cleanliness of work area by sweeping floors, washing dishes, utensils, wiping counters and tables, cleaning windows, mirrors, mopping floors.
Greeted customers and took their orders in a friendly and efficient manner.
Kept customer and food preparation areas clean and well-organized.
Prepared food items such as hamburgers, fries, sandwiches, salads. according to restaurant standards.
Served orders to customers at windows, counters and tables.
Restocked supplies such as napkins, condiments for the convenience of customers.
Correctly bagged orders for take-out customers while maintaining speed and accuracy of order fulfillment processes.
Operated cash register to process customer payments accurately and efficiently.
COACHING SUPERVISOR
DYNABAND LLC
BELCOURT, ND
03.2012 - 08.2018
Supervised daily operations to ensure team efficiency and safety compliance.
Trained new staff on procedures, policies, and equipment usage.
Coordinated workflow among team members to optimize productivity levels.
Conducted regular inspections to maintain quality standards and operational integrity.
Facilitated communication between departments to streamline processes and resolve issues.
Implemented training programs to enhance team skills and knowledge retention.
Monitored inventory levels to ensure adequate supply for daily operations.
Assisted in developing schedules to align workforce availability with operational needs.
Provided guidance and direction to subordinates regarding job duties and responsibilities.
Directed and supervised team of 15 employees in daily operations.
Resolved customer complaints in a timely manner while ensuring customer satisfaction.
Monitored employee productivity to provide constructive feedback and coaching.
Complied with company policies, objectives and communication goals.
Maintained accurate records of employee performance, attendance, leave requests, and disciplinary actions.
Recruited, hired, trained, mentored, coached, evaluated, and terminated staff as necessary.
Collaborated with other departments to coordinate workflow processes between teams.
Ensured compliance with workplace safety regulations by providing training sessions for all staff members.
Conducted weekly meetings with team members to discuss upcoming tasks and project deadlines.
Financial Service Specialist (Senior Financial Services Representative) at First Citizens BankFinancial Service Specialist (Senior Financial Services Representative) at First Citizens Bank