Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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KATELYN DEGROOT

Racine,WI

Summary

Member finance representative with a three year background in consumer lending and account management. Understanding of how to build member loyalty. Dependable professional with dynamic communication skills.

Overview

9
9
years of professional experience

Work History

Member Finance Representative

Educators Credit Union
06.2021 - Current
  • Assisted members in achieving their financial goals through personalized consultations.
  • Processed loan applications efficiently, resulting in faster approvals and higher satisfaction levels for members.
  • Maintained a knowledge of credit union policies, procedures, and regulations to ensure compliance at all times.
  • Promoted a positive work environment by actively participating in team meetings and contributing constructive feedback when necessary.
  • Developed and maintained knowledge of multiple products and varying levels of benefits within each product.
  • Resolved complex financial issues for members, utilizing knowledge of credit union products and services to achieve favorable outcomes.
  • Supported fraud prevention by reviewing transaction alerts and conducting research into suspicious activities on accounts.
  • Elevate team performance by mentoring new hires and sharing best practices for efficient member assistance.


Associate banker

Chase Bank
09.2019 - 06.2021
  • Associate Banker with 1 year of experience
  • Managed risk effectively by adhering to bank policies and procedures during transactions.
  • Assisted customers with account inquiries, resolving issues promptly and professionally.
  • Managed high-volume transactions efficiently while paying attention to detail, ensuring accurate processing for customers.
  • Maintained cash drawer accuracy by performing regular audits and implementing effective cash handling.

Cosmetologist

Ruffalo’s Hair Studio
01.2015 - 09.2017
  • Cosmetologist with 3 years of experience.
  • Consulted with new clients, asking appropriate questions to understand their needs and expectations for hair color, style.
  • Demonstrated exceptional time management skills by efficiently scheduling appointments and managing multiple clients simultaneously.
  • Implemented creative marketing strategies that attracted new clients while retaining existing ones.
  • Demonstrated high level of customer service to increase retention and satisfaction.

Education

Cosmetology -

Aveda Institute of Beauty and Wellness
01.2015

Skills

  • Active listening and response
  • Understanding of human behavior
  • Relationship building
  • Account Management
  • Auditing Techniques
  • Customer Service
  • Computer Skills
  • Coaching and Mentoring
  • Attention to detail
  • Conflict resolution

Accomplishments

  • Collaborated with team of 12 in the development of a community event during a 9 month leadership program.

Timeline

Member Finance Representative

Educators Credit Union
06.2021 - Current

Associate banker

Chase Bank
09.2019 - 06.2021

Cosmetologist

Ruffalo’s Hair Studio
01.2015 - 09.2017

Cosmetology -

Aveda Institute of Beauty and Wellness
KATELYN DEGROOT