Kate Staton
Marion,IN
Summary
Enthusiastic individual eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in Real Estate.
Overview
9
9
years of professional experience
Work History
Teller
VIA Credit Union
Gas City, IN
02.2019 - Current
- Maintained confidentiality of bank records and client information.
- Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
- Directed specific questions to appropriate branch personnel.
- Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
- Entered customer transactions into computers to record transactions and issue computer-generated receipts.
- Handled cash transactions, balanced cash drawers, performed loan payments and issued cashier's checks.
Customer Service Representative
Slingshot
Marion, IN
06.2014 - 10.2017
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Educated customers on special pricing opportunities and company offerings.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
- Fielded customer complaints and queries, fast-tracking them for problem resolution.
Eligibility Specialist
Indiana Family & Social Services Administration
Marion, IN
10.2011 - 05.2014
- Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
- Input communication with applicants into computer system to facilitate future clarification and knowledgeable support.
- Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
- Called applicants to set up appointments and explain benefits processes.
- Explained eligibility details and affordability options to patients with kindness and respect.
Education
Some College (No Degree) - Elementary Education
Indiana University Kokomo
Kokomo, INHigh School Diploma -
Mississinewa
Gas City, IN06.2010
Skills
- Client Support
- New Client Acquisition
- Customer Satisfaction
- Online Platforms
- Willingness to Learn
- Cooperative Relationships
- Clear Communication
- Teamwork and Collaboration
- Building Customer Trust and Loyalty
References
- Debra Deininger, Head Teller Via Credit Union (850) 206-2445
- Camryn Hamilton, Back-up Head Teller Via Credit Union (765) 499-3904
- Alex Schuler, Children's Director The River Church (765) 661-9355
Timeline
Teller
VIA Credit Union
02.2019 - Current
Customer Service Representative
Slingshot
06.2014 - 10.2017
Eligibility Specialist
Indiana Family & Social Services Administration
10.2011 - 05.2014
Some College (No Degree) - Elementary Education
Indiana University Kokomo
High School Diploma -
Mississinewa