JACKIE KARRIKER
Troutman,NC
Summary
Proficient in a Wide Range of Computer Skills and Technologies. Works well with other peoples, groups, and children. A reliable data indexer with a strong background in meticulous attention to detail, ensuring precise and error-free data indexing processes. Proven ability in time management and efficient data entry, ensuring timely completion of tasks without compromising accuracy and quality. Committed to providing excellent customer service and working effectively in both individual and team-based environments, fostering positive relationships and achieving shared goals.
Overview
24
24
years of professional experience
Work History
Teller, Credit Administrative Assistant
SouthTrust Bank
Charlotte, NC
01.2000 - 04.2003
- Assisted in accounts receivable, cash receipts and collections and daily deposits.
- Prepared and distributed monthly statements of accounts.
- Provided customer service and teller duties to clients as they came by the branch or on the telephone.
- Provided any purchasing needs and kept the retention log up to date for my office.
- Traveled to various locations to assist as a roving teller supervisor as needed for local branches.
- Performed the duties and skills as a supervisor as needed.
- Promoted to a Credit Admin.
- Assistant to work in the Commercial Document Processing Group.
- Uploaded loans into our systems and kept the paper copies updated and filed.
- Followed all company policies and procedures to deliver quality work.
Teller
First Charter Bank
Mooresville, NC
06.2003 - 11.2006
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Promoted a welcoming atmosphere in the branch by greeting customers warmly upon arrival and addressing them by name when possible.
Teller
Piedmont Bank
Mooresville, NC
02.2006 - 11.2006
- Balanced cash drawers daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
Teller
Wachovia Bank
Mooresville, NC
09.2010 - 07.2011
- Balanced cash drawers daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Lead Teller
Wells Fargo Bank
Mooresville, NC
07.2011 - 11.2012
- Managed cash inventory, ensuring accurate balancing of the vault and individual teller drawers daily.
- Assisted in training new tellers to ensure a consistent level of excellent service across the team.
- Supported branch management in conducting audits, demonstrating attention to detail while verifying transactional records for accuracy.
- Mentored junior tellers, fostering professional growth and improved performance within the team.
- Investigated and promptly resolved issues with patron accounts.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Provided exceptional customer service, resulting in increased loyalty among existing clients and referrals of new business opportunities from satisfied customers.
- Introduced customers to other bank team members to help meet financial needs.
- Replenished ATM funds in empty canisters prior to validation process.
- Prevented losses by identifying suspicious activities and escalating concerns according to bank policies and procedures.
- Developed rapport with clientele by delivering personalized services that addressed specific financial needs.
- Implemented security measures to protect sensitive client information and financial assets from potential fraud or theft.
- Enhanced customer satisfaction by efficiently managing transactions and addressing inquiries.
- Boosted branch sales with proactive product recommendations based on customer needs.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Served as an essential resource for colleagues seeking guidance on policy interpretations or procedural clarifications.
- Collaborated with other departments to resolve complex issues, enhancing the overall banking experience for clients.
- Answered inquiries regarding checking and savings accounts and other related products.
- Improved overall branch performance by sharing best practices and collaborating with coworkers to address areas of opportunity for growth.
- Maintained compliance with federal regulations and bank policies, mitigating risk exposure for the institution.
CSSR (Customer Service & Sales Representative)
Wells Fargo Bank
Mooresville, NC
11.2012 - 08.2013
- Expanded customer base through cold calling, networking, and relationship building.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.
- Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.
Data Entry/Indexing Specialist
AvidXchange (Target CW, TTech, TCW Global, Exela Technologies)
Remote
03.2015 - 05.2024
- Viewed images to determine appropriate indexing decisions based on type of document.
- Conducted quality checks on scanned documents to review for accuracy.
- Prevented assembly errors by maintaining clean, organized workstation.
- Participated in regular team meetings to discuss ongoing projects, sharing insights on potential improvements to current methodologies.
- Stacked, indexed, scanned and coded documents according to client specifications with 1% accuracy rate.
- Provided exceptional client service, addressing concerns promptly and professionally to maintain positive relationships.
Education
High School Diploma -
West Rowan High School
05.1998
Skills
- Administrative Duties
- Information Gathering
- Continuous Improvement
- General Computer Proficiency
- Customer Care and Interactions
- Time Management
- New Product Information
- Technical Specifications
- Detail Oriented
- Proficient in Data Entry Tools
- Conflict Resolution Skills
- Safety Protocols
- Professionalism and courtesy
Timeline
Data Entry/Indexing Specialist
AvidXchange (Target CW, TTech, TCW Global, Exela Technologies)
03.2015 - 05.2024
CSSR (Customer Service & Sales Representative)
Wells Fargo Bank
11.2012 - 08.2013
Lead Teller
Wells Fargo Bank
07.2011 - 11.2012
Teller
Wachovia Bank
09.2010 - 07.2011
Teller
Piedmont Bank
02.2006 - 11.2006
Teller
First Charter Bank
06.2003 - 11.2006
Teller, Credit Administrative Assistant
SouthTrust Bank
01.2000 - 04.2003
High School Diploma -
West Rowan High School