Grace Houchens
Barboursville
Summary
Experienced Financial Services Representative skilled in account maintenance and loan applications. Proven ability to deliver personalized financial advice, enhancing client satisfaction and fostering long-term relationships.
Hardworking and passionate job seeker with strong organizational skills eager to learn each position. Ready to help team achieve company goals.
Overview
11
11
years of professional experience
Work History
Financial Services Representative
City National Bank
Charleston, WV
04.2024 - Current
- Delivered personalized financial advice, enhancing client satisfaction and trust.
- Managed account openings and maintenance, ensuring compliance with bank policies.
- Coordinated loan applications, facilitating smooth processing and timely approvals.
- Developed financial plans tailored to individual client needs, improving engagement strategies.
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
General Manager
Qdoba
Barboursville, WV
04.2017 - 04.2024
- Led operational strategies to enhance efficiency and customer satisfaction in high-volume restaurant environments.
- Managed team performance through effective training and development programs, fostering a culture of excellence.
- Developed and implemented inventory management systems to reduce waste and improve cost control measures.
- Streamlined workflow processes, resulting in improved service speed and overall operational effectiveness.
- Oversaw hiring and onboarding processes, ensuring alignment with company values and operational standards.
- Provided thoughtful guidance to personnel in navigating and resolving snags in productivity.
Cashier
Jcpennys
Barboursville, WV
03.2015 - 01.2017
- Processed customer transactions accurately and efficiently at point-of-sale.
- Assisted customers with product inquiries and provided knowledgeable recommendations.
- Maintained cleanliness and organization of checkout area to enhance customer experience.
- Handled cash, credit, and gift card payments while ensuring secure transactions.
- Welcomed customers and helped determine their needs.
- Greeted customers entering store and responded promptly to customer needs.
Education
High School Diploma -
Cabell Midland High School
Ona, WVBachelor of Science - Forensic Accounting And Fraud Examination
Southern New Hampshire University
Hooksett, NH03-2029
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Account documentation
- Loan applications
- Financial product sales
- Account maintenance
- Relationship management
- Teller transactions
Accomplishments
CSR of the Year 2024
CSR Certified
FSR Certified
Digital Certification
ABA Universal Banker Certified
2025 Fraud Loss Prevention Top Employee
Timeline
Financial Services Representative
City National Bank
04.2024 - Current
General Manager
Qdoba
04.2017 - 04.2024
Cashier
Jcpennys
03.2015 - 01.2017
High School Diploma -
Cabell Midland High School
Bachelor of Science - Forensic Accounting And Fraud Examination
Southern New Hampshire University