Kali Kristine Dunworth
Buffalo,NY
Summary
Diligent banking professional with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.
Overview
6
6
years of professional experience
Work History
Head Teller
Alden State Bank
Alden, NY
06.2021 - Current
- Performed a range of financial tasks such as handling check cashing, large deposits, loan payments, cashier checks, money orders,and cash advances.
- Led the execution of change orders, ATM machine counts, and Brinks deliveries while overseeing a team of tellers and ensuring adherence to their assigned schedules.
- Streamlined reporting and FDIC paperwork operations.
- Dedicated myself to providing exceptional customer service on a day-to-day basis, emphasizing its significance as the core aspect of my position.
- Analyzed discrepancies in cash transactions, ensuring the correctness of recorded data.
- Effectively processed routine transactions while consistently providing outstanding customer service.
- Detected and promptly reported fraudulent activity and suspicious behavior to management.
- Ensured customers' compliance with laws and regulations by verifying their identification.
- Efficiently processed customer transactions including deposits, withdrawals, loan payments and other banking services.
- Enhanced sales by suggesting appropriate additional bank products.
- Maintained accurate reconciliation of teller drawer on a daily basis and adhered to established limits.
- Kept meticulous track of transactions and maintained clear documentation of interactions with clients.
- Aided in facilitating the process of new account creation and ensuring accurate completion of required paperwork.
- Promoted proactive reporting of operational issues and system problems during shift.
- Identified opportunities for customer referrals to different bank units.
- Educated customers on account information in detail as required.
Loan Specialist
Alden State Bank
Alden, NY
11.2018 - 08.2020
- Executed the preparation of closing loan documents for mortgages.
- Managed the preparation and review of closing disclosures.
- Handled payoffs, worked on modifications, ran flood determinations, notices of right to cancel.
- Performed comprehensive assessments of titles and insurances.
- Demonstrated regular use of exceptional organizational skills, proficiently managing spreadsheets and meticulously tracking information.
- Coordinated with other departments within the organization regarding loan applications, approvals, and rejections.
- Successfully facilitated negotiations with delinquent borrowers, resulting in updated accounts and improved financial status.
- Developed thorough and organized loan documentation for every transaction, ensuring accurate completion of closing documents.
Teller
Alden State Bank
Alden, NY
11.2018
- Managed various financial transactions including check cashing, deposits, loan payments and cashier checks as well as handling money orders and providing cash advances
- Provided exceptional customer service, resulting in increased client loyalty
- Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.
- Balanced cash drawers on a daily basis.
Education
Diploma -
Akron High School
Akron, NY06.2014
High school diploma -
Skills
- Mortgage Loan
- Data Entry
- Lending
- Banking
- Organizational Skills
- Cash Handling
- Microsoft Outlook
- Microsoft Excel
- Auditing
- Accounting
- Microsoft Office
- Financial Report Writing
- Financial Services
- Customer service
- Cash handling
- Cash register
- Financial services
- Accounting software
- Account reconciliation
- Public accounting
- Account analysis
- Cost accounting
- Staff Management
- Cash handling experience
- Branch operations
- Workflow Optimization
- Bookkeeping and accounting proficiency
- Employee Coaching
- Auditing transactions
- Vault Security
Timeline
Head Teller
Alden State Bank
06.2021 - Current
Loan Specialist
Alden State Bank
11.2018 - 08.2020
Teller
Alden State Bank
11.2018
Diploma -
Akron High School
High school diploma -
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