Kaitlyn Urban

Saint James,MN

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Flexible hard worker ready to learn and contribute to team success.

Overview

years of professional experience

Work History

Personal Banker

First National Bank

St James, MN

09.2022 - Current

Helped customers open and close accounts, apply for loans and make sound financial decisions.
Provided customer service to clients, including answering questions and resolving issues.
Entered new account information into computers and filed related forms and other documents.
Executed wire transfers of funds in compliance with banking best practices.
Maintained customer data confidentiality while inputting information into system.
Identified transaction errors for unbalanced debits and credits.
Used job-related software and computer to collect and record customer deposits, fees and issue receipts.
Received mortgage and other loan payments by verifying payment dates and amounts due.
Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
Conducted account openings and closings for clients.
Followed operational standards, promoting security, risk management and compliance.
Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
Assisted and advised customers on using online and mobile banking systems.
Identified potential fraud risks on accounts and reported suspicious activities to management.
Greeted customers upon entering the bank and directed them to appropriate personnel or services.
Analyzed financial documents provided by customers to determine their needs.
Responded promptly to customer emails, phone calls and requests for information.
Advised customers on various financial products available from the bank.
Maintained position of trust and responsibility by keeping customer business confidential.

Server/ Cook/Shift Manager

Pizza Hut

St James, MN

10.2017 - 01.2024

Provided excellent customer service to ensure satisfaction.
Ensured that each guest was served courteously, quickly, and efficiently.
Performed opening and closing duties such as setting up the dining area, restocking supplies.
Took orders from customers accurately and in a timely manner.
Operated POS terminals to input orders, split bills and calculate totals.
Handled money transactions accurately while following company procedures for handling cash payments.
Greeted customers, answered questions and recommended specials to increase profits.
Displayed enthusiasm and knowledge about restaurant's menu and products.
Maintained knowledge of current menu items, garnishes, ingredients, and preparation methods.
Cleaned tables and chairs to prepare dining area for next customers.
Assisted in training new servers.
Completed cleaning duties by sweeping and mopping floors, vacuuming carpet and tidying up server stations.
Stayed informed about daily specials, new menu items, promotions.

Education

Associate of Arts - Family and Community Services

South Central College

Mankato, MN

12-2022

Skills

Upselling
Financial Statements Preparation
Attention to Detail
Regulatory Compliance
Banking Policies and Procedures
Issues Resolution
Relationship Building

MS Excel
Account Management
Teller Support
Customer Service
Fraud Detection
Problem-Solving
Data Security and Validation

Timeline