Summary
Overview
Work History
Education
Skills
Timeline
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Kacie Reynolds

Farmington

Summary

Dynamic banking professional and experienced Customer Service Representative (CSR) Lead with a strong track record of delivering exceptional customer support. Adept at managing high-volume customer calls, opening new accounts, and swiftly identifying and resolving fraudulent charges to safeguard client assets. Proven ability to train and mentor new employees, combining clear guidance with a supportive approach to boost team performance. Recognized for excellent problem-solving skills and known for bringing a fun, encouraging attitude to the workplace – creating a positive environment while maintaining a high level of professionalism and customer focus.

Overview

4
4
years of professional experience

Work History

Lead CSR

Citizens Bank
04.2023 - 11.2024
  • Trained new personnel regarding company operations, policies and services.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Addressed customer account discrepancies and concerns.
  • Assisted customers with navigating bank systems, completing transactions and opening or closing accounts.
  • Investigated disputes and handled suspected fraud with diligence and attention to detail.
  • Answered bank phone lines and directed customers to appropriate department to address concerns.

Loan Consultant

Elevated Financial
02.2022 - 03.2023
  • Consulted with customers using positive communication and active listening skills, offering sound feedback and answering critical questions with effective solutions.
  • Reviewed customer applications closely to identify any opportunities for further development and revenue.
  • Handled paperwork and moved between customers and lending institutions to smoothly resolve any concerns.
  • Examined customer loan applications for loan approvals and denials.

Server

Olive Garden
05.2021 - 12.2021
  • Used slow periods to restock supplies, ice, trays, and delivery bags.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Explained menu items and suggested appropriate options for folergy concerns.od al
  • Answered customers' questions, recommended items, and recorded order information.
  • Increased sales significantly by upselling higher-end products to customers.

Education

Associate of Applied Science - Veterinary Technology

San Juan College
Farmington, NM
05-2026

High School Diploma -

Aztec High School
Aztec, NM
05-2021

Skills

  • Complaint resolution
  • Scheduling
  • Account updating
  • Document control
  • Billing review
  • Transaction monitoring
  • Identity verification

Timeline

Lead CSR

Citizens Bank
04.2023 - 11.2024

Loan Consultant

Elevated Financial
02.2022 - 03.2023

Server

Olive Garden
05.2021 - 12.2021

Associate of Applied Science - Veterinary Technology

San Juan College

High School Diploma -

Aztec High School
Kacie Reynolds