Summary
Overview
Work History
Education
Skills
Languages
Timeline
References
Recipient
Generic
Katelyn Moran

Katelyn Moran

Brownsville,Texas

Summary

Highly motivated individual seeking a position at a bank where exceptional people skills and a strong drive for success can contribute to excellent customer service and efficient banking operations.

- Outstanding People Skills: Demonstrated ability to build strong relationships with clients and colleagues. Known for effective communication, empathy, and a positive attitude, ensuring customer satisfaction and loyalty. - Motivated and Goal-Oriented: Highly driven to achieve both personal and organizational goals. Proven track record of meeting deadlines, managing time effectively, and going above and beyond to ensure tasks are completed to the highest standard. - Customer Service Excellence: Experienced in providing top-notch service, addressing customer inquiries, and resolving issues promptly and professionally. Committed to creating a welcoming and supportive environment for all clients. - Team Collaboration: Skilled in working collaboratively within a team setting, contributing to a positive and productive workplace culture. Capable of leading initiatives and supporting team members to achieve common goals. Skilled in managing new account setups and customer service operations for financial institutions. Have experience handling client inquiries, processing financial documents, and ensuring compliance with banking regulations. Strengths include strong organizational skills, effective communication abilities, and proficiency in data entry and management software. Contributed to improving customer satisfaction rates through efficient account handling and problem resolution.

Overview

6
6
years of professional experience

Work History

Personal Banker

06.2023 - Current
  • Entered new account information into computers and filed related forms and other documents.
  • Responded promptly to customer emails, phone calls and requests for information.
  • Greeted customers upon entering the bank and directed them to appropriate personnel or services.
  • Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
  • Assisted and advised customers on using online and mobile banking systems.
  • Approached prospective clients through emails and cold calling to consistently meet sales targets.
  • Identified transaction errors for unbalanced debits and credits.
  • Collaborated with team members to meet branch targets and objectives.
  • Created strategic financial solutions to suit individualized client needs.
  • Recognized opportunities for cross-selling additional banking products or services.
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
  • Analyzed financial documents provided by customers to determine their needs.
  • Executed wire transfers of funds in compliance with banking best practices.
  • Promoted additional bank services through personal contact with customers.
  • Prepared bank deposits, general ledger postings and statements.
  • Maintained and built strong client relationships through quality, personalized interactions.
  • Maintained accurate records of all transactions conducted throughout the day.
  • Issued initial and replacement safe-deposit keys to customers, admitting customers to vaults.

Service Ambassador

Whataburger
03.2021 - Current
  • Stayed up-to-date on new products, services, policies, and promotions.
  • Collaborated with other team members to achieve common goals.
  • Maintained an up-to-date knowledge of company products and services offerings.
  • Resolved customer complaints in a timely manner.
  • Put together eye-catching displays to attract potential customers and encourage questions.
  • Increased sales by encouraging customers to purchase additional products and services.

McDonald’s
01.2020 - 03.2021

Education

Associate of Arts - English Education

Texas Southmost College
12-2024

Skills

  • Interpersonal Communication
  • Customer Relationship Management
  • Time Management
  • Conflict Resolution
  • Teamwork and Collaboration
  • Problem-Solving
  • Fraud prevention
  • Professional appearance
  • Cash handling
  • Banking regulations
  • Relationship building
  • Financial product expertise
  • Financial advising
  • Teller support
  • Customer service
  • Financial services
  • Banking policies and procedures
  • Cross-selling products
  • Attention to detail
  • Positive attitude
  • Account maintenance
  • Customer satisfaction

Languages

English
Full Professional
Spanish
Professional Working

Timeline

Personal Banker

06.2023 - Current

Service Ambassador

Whataburger
03.2021 - Current

McDonald’s
01.2020 - 03.2021

Associate of Arts - English Education

Texas Southmost College

References

  • Rudy Guzman, 956-556-6898, Public Funds Administrator
  • Ruben Martinez, 956-459-4994, Sunday school teacher 5+ years
  • Caterina Longoria, 956-466-2695, Whataburger Supervisor
  • Alejandro Garcia, 956-572-1516, Branch Manager
  • Carlos Garza, 956-572-3846, Brownsville Market President

Recipient

Carie Ann Williams, Vice President, 6770 W. Interstate 2, Harlingen, TX, 78552