Kaeley Bowen
Raleigh,NC
Summary
Organized and detail-oriented Member service rep, with over five and a half years of cash handling and member service experience. Proven expertise in general accounting and finance concepts. Astute professional providing well-rounded member service with strong communication skills, Self-motivated banking professional offering strong communication and quick thinking skills. Works productively on teams as well as independently in fast-paced environments. Consistently positive and friendly Teller committed to reaching business goals.
Overview
15
15
years of professional experience
Work History
Senior Financial Service Representative
State Employees' Credit Union
Raleigh, NC
08.2022 - Current
- Received and processed member transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified members' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Assisted Members in opening new accounts and completing required paperwork.
- Identified opportunities to refer members to other areas of the bank for additional services.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Identified fraudulent activity or suspicious behavior immediately reported it to management.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Maintained updated knowledge through continuing education and advanced training.
- Maintained accurate records of customer accounts and payment histories.
- Prepared financial documents for collections process.
- Provided guidance and support to team members on operational issues.
Member Service Representative
Tropical Financial Credit Union
West Palm Beach , FL
09.2020 - Current
- Helped members resolve account problems and navigate internal systems to handle routine needs.
- Offered exceptional customer service to differentiate and promote company brand.
- Cross-trained in different internal databases and service positions to help team members meet coverage demands.
- Audited customer account information to identify issues and develop solutions.
- Answered member questions about products and services.
- Maintained knowledge of company products, services and procedures to better serve customers and meet company goals.
- Developed positive relationships with members, fostering community atmosphere.
- Completed transactions for membership renewals and extensions.
- Initiated and led conversations to identify and assess member needs.
- Enhanced member relationships by providing excellent service during each interaction.
- Handled calls for new sign-ups, service cancellations and cross-selling opportunities.
- Consulted with customers regarding needs and addressed concerns.
- Processed cash and check deposits every day.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Engaged customers with proactive strategies to understand needs and develop successful solutions.
- Exceeded team goals and collaborated with staff to implement customer service initiatives.
- Maintained up-to-date knowledge of store policies regarding payments, returns and exchanges in order to provide speedy and accurate service to each customer.
- Investigated technical issues using knowledge base and personal experience to complete timely resolutions.
- Worked under strict deadlines and responded to service requests and emergency call-outs.
- Mentored junior team members and managed employee relationships.
- Managed accurate and adequate cash stock and inventory balances.
- Provided detailed monthly departmental reports and updates to senior management.
Relationship Banker II
TCF National Bank
Colorado Springs, CO
06.2018 - 06.2020
- Advised customers on bank products, services and financial planning options.
- Modified, opened and closed customer accounts.
- Completed thorough and accurate documentation for money movements, deposits or withdrawals.
- Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
- Addressed inquiries from clients and department team members.
- Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
- Developed culture of success rewarding performance, productivity and sales results.
- Entered new account information into computers and filed related forms and other documents.
- Responded promptly to customer queries and complaints to find solutions and diffuse tension.
- Balanced daily cash deposits and vault inventory with zero error rate.
- Fulfilled diverse duties to provide customer service, operate money counters, balance and replenish ATMs, maintain accounts and open new accounts.
Resident Assistant
Liberty Heights Assisted Living
Colorado Springs, CO
10.2015 - 06.2018
- Maintained clean and well-organized environment for client happiness and safety.
- Improved patient outlook and daily living through compassionate care.
- Supervised medication administration, personal hygiene and other activities of daily living.
- Managed administrative tasks, maintenance requests, room change process and incident reports.
- Developed strong and trusting rapport with patients to facilitate smooth, quality care.
- Served as positive role model for diverse group of individuals.
- Observed patients for changes in physical, emotional, mental or behavioral condition and injuries.
- Created safe and positive living situations for clients by communicating with family and other staff about concerns or challenges.
- Followed care plan and directions to administer medications.
- Monitored vital signs and medication use, documenting variances and concerning responses.
- Laundered clothing and bedding to prevent infection.
- Aided with mobility and independence for disabled individuals and continually monitored safety.
- Worked closely with clinical staff to support therapeutic and behavioral plans.
- Followed safe lifting and transferring techniques to transport residents.
RA
Brookdale Assisted Living
Colorado Springs, CO
07.2013 - 10.2015
- Maintained updated records and safeguarded patient privacy in accordance with HIPAA.
- Provided entertainment and companionship through conversation, reading and board games.
- Documented patient status and reported changes in care needs.
- Transported individuals to medical appointments and assisted with errands.
- Maintained patient hygiene by administering bedpans, urinals, baths and shaves.
- Helped transition patient between bed, wheelchair and automobile to provide safe mobility support.
- Dressed, groomed and fed patients with limited physical abilities to support basic needs.
- Reported concerns to nurse supervisor to promote optimal care.
- Worked closely with clinical staff to support therapeutic and behavioral plans.
Associate Manager
Sonic Drive-In
Colorado Springs, CO
08.2009 - 07.2013
- Strengthened employee performance ratings and trained staff on system efficiencies while supervising of crew members, delivering optimal productivity.
- Communicated well and used strong interpersonal skills to establish positive relationships with guests and employees.
- Scheduled and directed staff in daily work assignments to maximize productivity.
- Trained workers in food preparation, money handling and cleaning roles to facilitate restaurant operations.
- Coached team members on food safety and sanitation processes, customer service, menu education and up-selling techniques to drive revenue.
- Counseled and disciplined staff to address issues promptly and provide constructive feedback.
- Maintained safe working and guest environment to reduce risk of injury and accidents.
- Complied with health, sanitation and liquor regulations by clearly communicating and reinforcing standards and procedures to employees.
- Prepared employee schedules to maintain appropriate staffing levels during peak periods.
- Trained front-of-house staff on restaurant policies and procedures, guest service techniques and communication skills to promote positive experiences.
- Resolved problems or concerns to satisfaction of involved parties.
Education
Associate of Science -
Pikes Peak Community College
Colorado Springs, CO2026
GED -
College America
Colorado Springs, CO01.2017
Skills
- Membership Renewals
- Account Management
- Upselling Products and Services
- Verbal and Written Communication
- Calm and Professional Under Pressure
- Issue and Complaint Resolution
- Upbeat and Positive Personality
- Transaction Processing
- Creative Problem Solving
- Multitasking and Prioritization
- Order and Refund Processing
- Data Entry and Maintenance
- Customer Data Confidentiality
- Responding to Difficult Customers
- Courteous with Strong Service Mindset
- Relationship Building
- Document and Records Management
- Product Recommendations
- Teamwork and Collaboration
- Administrative and Office Support
- MS Office
- Membership Inquiries and Renewals
- Billing Adjustments and Refunds
- Inventory Management
- Inbound and Outbound Calling
- Administration and Reporting
- Employee Coaching and Motivation
- Scheduling and Coordinating
- Problem Resolution
- Performance Tracking and Evaluation
- Team Leadership
Timeline
Senior Financial Service Representative
State Employees' Credit Union
08.2022 - Current
Member Service Representative
Tropical Financial Credit Union
09.2020 - Current
Relationship Banker II
TCF National Bank
06.2018 - 06.2020
Resident Assistant
Liberty Heights Assisted Living
10.2015 - 06.2018
RA
Brookdale Assisted Living
07.2013 - 10.2015
Associate Manager
Sonic Drive-In
08.2009 - 07.2013
Associate of Science -
Pikes Peak Community College
GED -
College America
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