Heather Holman
West Plains,MO
Summary
Detail-oriented professional with expertise in customer relationship management and audit processes. Proven track record in resolving customer inquiries and improving banking experiences through teamwork and innovative solutions.
Overview
2017
2017
years of professional experience
Work History
Bank Teller
American First National Bank
Pahrump, Nevada
05.2015 - 03.2016
- Processed customer transactions with accuracy and efficiency at First National Bank.
- Maintained precise cash drawer operations while adhering to compliance regulations.
- Conducted audits of cash handling procedures to enhance security measures.
- Educated clients on digital banking tools and services to promote usage.
- Assisted customers with account inquiries, delivering relevant product information.
- Collaborated with team members to elevate customer service quality.
- Handled large sums of money with precision, ensuring security protocols were followed.
- Executed cash handling duties, including counting currency, coins, and checks.
Member Service Specialist
One Nevada Credit Union
Las Vegas, Nevada
2011 - 11.2014
- Processed loan applications and maintained documentation accuracy.
- Educated customers on credit union products and services.
- Resolved member concerns through effective communication and problem-solving.
- Utilized wide range of technical systems and company equipment to optimize operations and workflow.
- Cross-sold products such as credit cards, loans, accounts, investments, insurance policies and other financial services.
- Handled incoming phone calls from members regarding account balances or transactions.
- Conducted periodic reviews of existing accounts for potential upgrades or changes.
- Provided exceptional customer service to members and guests by answering inquiries, resolving complaints, and providing information in a timely manner.
- Processed cash withdrawals and deposits including checks for accuracy before posting them into the system.
- Provided technical support related to online banking systems as needed.
- Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
Multiple Titles
WestStar Credit Uion
Las Vegas, Nevada
05.1998 - 09.2009
- Acquired extensive experience at WestStar through diverse roles including Teller, Loan Officer, Teller Supervisor, Branch Manager, Training Specialist, HR Specialist, and Call Center Supervisor
Education
High School Diploma -
West High School
Knoxville, TNSkills
- Cash handling and transaction processing
- Customer service and relationship management
- Compliance with banking regulations
- Digital banking tools and financial software
- Audit and reconciliation expertise
- Problem solving and time management
- Team collaboration and data entry efficiency
- Microsoft Office Suite proficiency
References
References available upon request.
Timeline
Bank Teller
American First National Bank
05.2015 - 03.2016
Multiple Titles
WestStar Credit Uion
05.1998 - 09.2009
Member Service Specialist
One Nevada Credit Union
2011 - 11.2014
High School Diploma -
West High School