Kasey Elsey
Banker
Quantico,VA
Summary
Dynamic and attentive banker specializing in retail banking, customer service and account management. Driven to help clients make responsible and financially beneficial decisions. Knowledgeable of branch operations and financial products to best support company and customers.
Overview
9
9
years of professional experience
Work History
Financial Service Representative III
Justice Federal Credit Union
08.2023 - Current
- Responded to customer questions via telephone and written correspondence regarding loan qualifications, account status, and financial planing.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Spearheaded process improvement projects, leading to significant time savings without compromising quality or accuracy of work completed.
- Reviewed loan files for completeness, identified missing documentation, and generated condition lists for applicants.
- Contributed towards branch growth by identifying prospects within the community and nurturing relationships for new business opportunities.
Senior Personal Banker
R Bank
04.2020 - 11.2022
- Optimized operational efficiency within the branch by implementing process improvements and updating internal procedures as needed.
- Boosted referral business by cultivating strong relationships with real estate agents, attorneys, and other key partners in the community.
- Enhanced customer satisfaction by providing personalized banking solutions and prompt service.
- Balanced cash drawers and vault accounts on a daily basis with zero discrepancies.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
Customer Service Representative
Navy Federal Credit Union
11.2017 - 07.2019
- Updated account information to maintain member records.
- Responded to member requests, offering excellent support and tailored recommendations to address needs.
- Maintained up-to-date knowledge of product and service changes.
- Interviewed member to obtain information needed for opening new accounts.
- Answered member inquiries regarding account balances, transaction history, services charges, and interest rates.
Administrative Assistant
Ashibina CDC
05.2017 - 11.2017
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Developed and updated spreadsheets and databases to track, and analyze, accounts.
- Executed record filing system to improve document organization and management.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Responded to emails and other correspondence to facilitate communication and enhance facility processes.
Customer Service Representative
Lincoln Military Housing
05.2015 - 10.2016
- Handled tenant communications by quickly responding to requests for maintenance and answering any questions or concerns.
- Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
- Resolved conflicts between tenants regarding noise, encroachments, and parking.
- Managed move-in process smoothly by coordinating schedules with new residents and ensuring all necessary documentation was completed accurately.
- Streamlined administrative tasks such as lease renewals, rent collection, and tenant communication to maximize efficiency.
Education
High School Diploma -
Pell City High School
Pell City, AL05.2012
Skills
- VA Notary Public
- NMLS: 2537280
- Customer Support
- Cash Handling
- Issue Resolution
- Application Process Management
- Regulatory Compliance
- Verbal Communication
Timeline
Financial Service Representative III
Justice Federal Credit Union
08.2023 - Current
Senior Personal Banker
R Bank
04.2020 - 11.2022
Customer Service Representative
Navy Federal Credit Union
11.2017 - 07.2019
Administrative Assistant
Ashibina CDC
05.2017 - 11.2017
Customer Service Representative
Lincoln Military Housing
05.2015 - 10.2016
High School Diploma -
Pell City High School
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