Kat McCurie
Mountain Home,ID
Summary
Experienced Financial Service Representative and proven leader skilled in building vibrant businesses through developing new prospects and accounts, managing customer relationships to achieve sales goals. Committed to generating customer goodwill and loyalty by cultivating key relationships with decision-makers. Demonstrated ability to leverage a strong network of customer contacts to gain a deeper understanding of customer needs and implement effective business growth strategies. Highly organized and dependable, adept at managing multiple priorities with a positive attitude. Willing to take on additional responsibilities to meet team objectives. Seeking a full-time position that offers professional challenges where interpersonal skills, excellent time management, and problem-solving abilities can be utilized.
Overview
12
12
years of professional experience
Work History
Financial Services Representative
First Interstate Bank
07.2023 - Current
- Provide personalized customer service regarding each customer's individual financial needs
- Managed customer accounts by ensuring timely communications and resolving inquiries efficiently
- Established and nurtured strong client relationships through regular engagement and personalized service
- Keep up to date with regulatory changes and demonstrate compliance with banking regulations, policies and procedures required for job function and responsibilities
- Build quality customer relationships through outbound and proactive measures
- Perform teller transactions as needed including a variety of financial transactions such as check depositing, cashing, withdrawals and various payments
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Teller II
First Interstate Bank
06.2021 - 07.2023
- Process all transactions for clients and non-clients
- Assist customers with trouble-shooting online banking and debit card issues
- Process night drop/day drop transactions including mortgage, loan, and credit card payments
- Assist with branch opening/closing procedures, running reports, processing mortgage/cc payments in Remit Web
- Manage the branches SDB monthly reports as well as performing the Annual Audit for SDB
Contact Center Specialist
First Interstate Bank
06.2020 - 06.2021
- Streamlined call center operations to enhance efficiency and improve service delivery
- Ability to actively listen, show empathy, problem solve, and deliver great solutions
- Thorough understanding of banking products and services
- Use Bank systems simultaneously to assist clients ensuring proper documentation of both internal and external client interactions
- Successful completion of all required annual and compliance training
- Cultivated strong client relationships to ensure satisfaction and loyalty
- Delivered exceptional customer support skills to address inquiries and resolve issues promptly
- Facilitated problem resolution by utilizing critical thinking and conflict management strategies
- Achieved data entry accuracy through meticulous attention to detail and systematic processes
Tax Preparer
Jackson Hewitt
01.2019 - 01.2020
- Prepare taxes for customers
- Open and close store fronts, marketing, call campaigns, problem solving, inventory management, customer service and scheduling appointments
Line Worker
Marathon Cheese Corp
01.2016 - 01.2020
- Assembled cheese packages
- Inspected products for quality, assisted on production lines and ensured OSHA management standards were completed and consistently followed
Machine Operator
United Tool and Stamping
01.2013 - 07.2016
- Implemented rigorous quality control measures to ensure product standards and consistency
- Optimized production efficiency by streamlining processes and reducing waste
- Performed regular machine maintenance to enhance reliability and minimize downtime
- Established safety procedures that significantly reduced workplace accidents and promoted a culture of safety
- Operated machinery proficiently while adhering to all safety protocols and guidelines
Education
Incomplete Bachelor's Degree - Forensic Accounting
Stevens Henager
01.2020
Skills
- Accounts Payable
- Analysis
- Assembly Line
- Closing Shift
- Customer Service
- Data Entry
- Due Diligence
- Financial Modeling
- Inventory Management
- Machine Operation
- Metal Stamping
- Numeric Control Machine
- OSHA Standards
- Outlook
- Problem Solving Skills
- Production Line
- QuickBooks Software
- Receptionist
- Remittance Processing
- Scheduling
- Tax Preparation
- Teller
- US GAAP
- Financial Services
- Cash Management
- Cash Handling
- Regulatory Compliance
- Financial Product Sales
- Account documentation
- Portfolio Management
- Customer Relationship Building
- Sales Goals
- Account Maintenance
- Relationship Management
- Certificates of deposit
- Teller transactions
- Account Retention
Timeline
Financial Services Representative
First Interstate Bank
07.2023 - Current
Teller II
First Interstate Bank
06.2021 - 07.2023
Contact Center Specialist
First Interstate Bank
06.2020 - 06.2021
Tax Preparer
Jackson Hewitt
01.2019 - 01.2020
Line Worker
Marathon Cheese Corp
01.2016 - 01.2020
Machine Operator
United Tool and Stamping
01.2013 - 07.2016
Incomplete Bachelor's Degree - Forensic Accounting
Stevens Henager
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