KARA LIEBI
Westernville
Summary
Knowledgeable and dedicated customer service professional. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Customer Service Representative
Wilbert Wenner Insurance Agency
West Leyden
02.2024 - Current
- Assisted clients with policy inquiries and claims processing.
- Coordinated communication between clients and insurance providers.
- Resolved customer complaints efficiently and professionally.
- Educated clients on available insurance products and coverage options.
- Processed policy renewals and changes for existing customers.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Member Relationship Advisor
AmeriCU Credit Union
Rome
09.2022 - 02.2024
- Strengthened member relationships through personalized service and proactive financial guidance.
- Increased new account openings and loan applications by offering tailored financial products to meet individual needs.
- Improved member retention rates by consistently providing exceptional customer service during interactions.
- Maintained up-to-date knowledge on credit union products and services, allowing for accurate information sharing with members at all times.
- Improved member experience by quickly addressing concerns, ensuring positive resolution of issues raised during interactions.
- Developed strong relationships with members to enhance satisfaction and loyalty.
Senior Teller
Community Bank, NA
Rome
04.2021 - 08.2022
- Monitored bank vaults to verify correct cash balances.
- Promoted bank products and services to consistently meet cross-selling goals.
- Balanced currency, coin and checks in cash drawers at ends of shifts
- Opened new checking and savings accounts, money market accounts and safe deposit boxes.
- Conducted thorough audits of teller cash drawers, vaults, and ATMs, contributing to branch compliance with internal controls and regulatory standards.
- Streamlined daily operations for improved efficiency by implementing new teller procedures and training junior staff members.
- Managed overdraft reports and performed audits.
- Managed daily bank operations by processing customer transactions and providing exceptional customer service.
- Enforced compliance with bank regulations and policies to reduce financial risks.
- Replenished ATM funds in empty canisters prior to validation process.
- Mentored and trained new tellers on bank procedures and customer service standards.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Handled various accounting transactions.
Teller
Community Bank, NA
Rome
12.2016 - 04.2021
- Complete tasks of multiple reports each week.
- Complete tasks normally performed by the Senior Teller, i.e balancing the vault, morning reports.
- Streamlined teller operations by maintaining organized workspaces and adhering to policies and procedures.
- Assisted customers with account inquiries, resolving issues promptly and professionally.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
Education
GED -
Rome School -
Skills
- Customer Service
- Staff Supervision
- Organizational skills
- Task prioritization
- Complaint resolution
- Customer relations
Certification
- Property and Casualty License
Timeline
Customer Service Representative
Wilbert Wenner Insurance Agency
02.2024 - Current
Member Relationship Advisor
AmeriCU Credit Union
09.2022 - 02.2024
Senior Teller
Community Bank, NA
04.2021 - 08.2022
Teller
Community Bank, NA
12.2016 - 04.2021