Kara Larsen
Whitehouse
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Relatonship Banker
Captex Bank
Fort Worth
11.2023 - 05.2024
- Assisted clients with account management and banking services.
- Educated customers on digital banking tools and services.
- Resolved customer inquiries and concerns promptly and professionally.
- Maintained compliance with banking regulations and internal policies.
- Researched customer inquiries regarding account balances, transactions, fees, interest rates.
Relationship Banker
Regions Bank
Mansfield
06.2022 - 11.2023
- Processed cash transactions accurately and efficiently during busy shifts.
- Assisted customers with inquiries regarding payments and services offered.
- Completed day-to-day duties accurately and efficiently.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Utilized banking software to manage customer accounts effectively.
- Opened new accounts for customers, including checking accounts, savings accounts and certificates of deposit.
Education
Some College (No Degree) - Marketing
Southern New Hampshire University
Hooksett, NHSkills
- Customer service
- Relationship management
- Financial literacy
- Digital banking tools
- Compliance knowledge
- Cash handling
- Problem resolution
Certification
- Notary
Timeline
Relatonship Banker
Captex Bank
11.2023 - 05.2024
Relationship Banker
Regions Bank
06.2022 - 11.2023
Some College (No Degree) - Marketing
Southern New Hampshire University
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