Kaelen Bracey
Summary
Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
8
8
years of professional experience
Work History
Branch Operations (Contract)
TEKsystems
10.2024 - Current
- Ensure cash and other negotiable instruments are handled properly
- Counsel current and prospective members about Navy Federal's products and services
- Understand and comply with federal and other regulations relating to financial products and services
- Perform other duties as assigned
Relationship Banker
Burke and Herbert Bank
12.2023 - 10.2024
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services
- Cashed checks, accepted deposits and withdrawals within assigned limits and calculated daily transactions using computers, calculators or adding machines
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services
Key Holder Manager (part-time)
Foxtrot
07.2022 - 12.2023
- Arriving early to open the store and start preparations for the day
- Displays product knowledge and customer experience skills
- Provide leadership support and help run the store when managers are away
- Understand store sales plan and company sales goals and helps drive sales by increasing key performance indicators
- Support the maintenance and organization of the stock room
- Train and coach new sales associates as needed to help them quickly get acclimated to the team
Branch Operations( Contract)
Ashton Carter
05.2023 - 10.2023
- Analyze, research and resolve problems and discrepancies related to member accounts/loans
- Counsel current and prospective members about Navy Federal's products and services
- Ensure cash and other negotiable instruments are handled properly
- Perform platform banking functions
- Understand and comply with federal and other regulations relating to financial products and services
- Assist with Branch Office vault opening, closing and balancing procedures
- Perform other duties as assigned
Bank Teller (contract)
Atlantic Union Bank
10.2022 - 03.2023
- Adhere to strict opening and closing procedures
- Process transactions; handle over $20,000 cash a day
- Balance atm and cash drawers
- Ensured customer satisfaction with patience, open-mindedness, and a positive attitude
- Working under strict federal and state laws to ensure business runs correctly
Team Trainer
Whole Foods Market
09.2019 - 07.2022
- Department trainer for all new team members
- Tracking and keeping record of all training assignments
- Ensure all Team members are successful in their position
Cashier/Customer Service
Whole Foods Market
10.2016 - 09.2019
- Cashier/Customer Service duties consisted of greeting customers, handling cash, operating registers, driving sales, offering product knowledge to customers, answering phones, etc
Education
General -
T.C. Williams High School
Alexandria, VA06.2016
Skills
- Customer service
- Cash handling and management
- Account management
- Strong work ethic
Timeline
Branch Operations (Contract)
TEKsystems
10.2024 - Current
Relationship Banker
Burke and Herbert Bank
12.2023 - 10.2024
Branch Operations( Contract)
Ashton Carter
05.2023 - 10.2023
Bank Teller (contract)
Atlantic Union Bank
10.2022 - 03.2023
Key Holder Manager (part-time)
Foxtrot
07.2022 - 12.2023
Team Trainer
Whole Foods Market
09.2019 - 07.2022
Cashier/Customer Service
Whole Foods Market
10.2016 - 09.2019
General -
T.C. Williams High School
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