Overview
Work History
Education
Skills
Timeline
Generic

Holly Moulton

Kansas City,KS

Overview

8
8
years of professional experience

Work History

Client Care Specialist

Crossfirst Bank
09.2022 - Current
  • Provided excellent customer service by following up with clients, responding to incoming calls and emails.
  • Service desk tickets - assisting bankers
  • Interacted with team members across departments to research and resolve customer issues.
  • Consumer and business client assistance
  • Contacting clients regarding Fraud cases
  • Account Maintenance
  • RDC troubleshooting.
  • Q2 (digital banking)-ACH/Wire template assistance, Profile setup, Bill Pay assistance, and login issues.
  • Salesforce tickets
  • Limit Increases - Debit card, Wire, RDC, and Mobile deposit.
  • Mobile deposit Review

Financial Relationship Specialist

CommunityAmerica Credit Union
05.2022 - 09.2022
  • Inbound calls and Call backs, submitting and working member account cases, ensuring a high focus on determining members' needs and cross-selling appropriate services, opening new member accounts

Operations Assistant Officer/Teller Supervisor

Argentine Federal Savings
12.2018 - 05.2022
  • Responsible for overseeing the bank tellers on a daily basis and all vault transactions, notary, responsible for balancing Demand and Overnight accounts, balancing GL's, black book entries, monthly reconciliation, month end reports, share loans, sales taxes, Fed and state Withholding

Universal Banking Rep II

Dickinson Financial Corporation
06.2017 - 11.2018
  • Floater between two departments
  • Digital banking, and video banking
  • Complete tasks such as secure mail, Adobe life cycle, new accounts, credit cards, and chat
  • Also work with ITMs being a video teller and transaction spreadsheets.

Retail Personal Banker III

Dickinson Financial Corporation
04.2016 - 06.2017
  • Assisting customers with any and all transactions, upselling products based on customer's needs, incoming calls, selling products to non-customers, completing loan/credit card applications, starting new customer accounts

Education

High school diploma -

Olathe North high school
Olathe, KS
01.2012

Skills

  • Banking
  • Upselling
  • Financial Services
  • ACH
  • Salesforce
  • Customer Service

Timeline

Client Care Specialist

Crossfirst Bank
09.2022 - Current

Financial Relationship Specialist

CommunityAmerica Credit Union
05.2022 - 09.2022

Operations Assistant Officer/Teller Supervisor

Argentine Federal Savings
12.2018 - 05.2022

Universal Banking Rep II

Dickinson Financial Corporation
06.2017 - 11.2018

Retail Personal Banker III

Dickinson Financial Corporation
04.2016 - 06.2017

High school diploma -

Olathe North high school

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Holly Moulton